Executive Assistant

GENERAL DESCRIPTION (Summary Scope Purpose)

This role requires an individual who will assist in keeping our consultant team organized efficient and productive by helping with various administrative functions. This position will support our partners and senior consultants by performing a variety of activities and moderately complex administrative/operational/customer assignments. No previous work experience in the financial services industry is necessary.

About HUB/ Taylor Advisors:

HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether youre dealing withreal estate owned residential real estate commercial real estate auto watercraft RV powersport or equipment portfolios ouroutsourced insurance trackingblanket andimpairment programsare designed to address lending risk comprehensively.

Taylor Advisors is a financial services consulting firm based in Louisville KY. We advise at an executive level in investments asset liability and risk management.

Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.

Why Choose HUB

Throughout our network of more than 500 HUB offices in North America we offer a competitive exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Transcribe type format and proofread a variety of material (e.g. correspondence invoices contracts meeting minutes reports speeches and presentations) using word processing presentation graphics and spreadsheet software.

• Coordinate internal and external meetings which may involve scheduling meeting times making travel arrangements for attendees and ensuring that various meeting amenities are available.

• Communicate and handle incoming and outgoing communications on behalf of partners and senior consultants.

• Add Update and Remove contacts from lists in Excel Hubspot CRM and Outlook.

• Assist in scanning and filing report documents to ensure proper records retention.

• Additional responsibilities may include distributing incoming mail preparing outgoing mail filing maintaining office supplies or other inventory.

• Assist Analysts Senior Consultants and Managing Partners in other duties as assigned.

• Follow standard policies/practices that allow for some opportunity for interpretation/deviation and/or independent discretion.

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other functional areas to cover absences equalize peak work periods or otherwise to balance the workload.

MINIMUM KNOWLEDGE SKILLS AND ABILITIES:

• High attention to detail is required
• Skills testing may be required
• Ability to multitask and balance multiple initiatives while prioritizing workloads
• Ability to maintain confidentiality
• Above-average telephone techniques and the ability to communicate effectivelywith prospective and existing clients as well as other staff members
• Proficiency with Microsoft Office Suite (Word Excel Outlook)
• Previous CRM or database experience (Hubspot)
• Organizational skills required
• Experience with internet research and proofreading/editing strongly preferred
• Willingness to attend educational classes is desired.

LICENSING OR CERTIFICATION REQUIREMENTS

• N/A

BENEFITS

• HSA and PPO Medical plans available through BlueCross BlueShield of Illinois (BSBCSIL)
• FSA available
• Dental plans through BCBSIL
• Vision insurance through VSP
• Employer-paid Short Term Disability
• 5 Weeks of Paid Parental Leave
• Employer-paid Life Insurance 2x your salary
• 401(k) -Company matching
• 10 paid Holidays
• Floating Holidays and Personal days
• Accrue Vacation and Sick time from day 1
• Tuition Reimbursement

All full-time employees who work 30 hours per week are eligible for benefits. Benefits are effective on the first of the month following their first 30 days.

PHYSICAL DEMANDS

Work Location:

In-office

Schedule:

Monday-Friday 8:00am-5:30pm EST with an hour lunch.

Working Conditions:

• A shared office environment with moderate noise levels (e.g. phone conversations typing)
• Frequent use of computer monitors keyboard and mouse
• Extended viewing of multiple screens for seven or more hours a day.
• Extended periods of sitting.

All duties and responsibilities outlined in this position are considered essential job functions and reasonable accommodations will be made to enable individuals with disabilities to perform them. The requirements listed represent the minimum knowledge skills and abilities necessary to perform the job proficiently. This description is not exhaustive and employees may be required to perform other job-related duties as assigned by their supervisor subject to reasonable accommodation.

To perform this job successfully the incumbent must meet the qualifications and perform each essential duty satisfactorily. These qualifications are considered without regard to race religion color sex national origin disability or any other characteristic protected by federal state or local law. If the position requires licensing or certification the incumbent must maintain compliance with all continuing education and other requirements.

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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