Administrative Assistant Group Benefits

Job Summary:The Administrative Assistant is responsibleto providegeneral administrative and clerical support forthe Co-Managing Directors; performs a wide variety of advanced clerical duties; relieves unit leaders of selected administrative work and minor businessdetail.

Management of this process to include integrations across the followingdepartments / practices / teams (if applicable)

• (Example) IT Human Resources (benefits plan 401K integration employee-ownership) marketing (website & sales enablement) carrier contracts (benefits P&C) licensing accounting/finance and facilities.

A Day inthe Life: Essential Functions

• Exercises the greatest degree of discretion in the handling and dissemination of confidential andhighly sensitiveinformation.

• Operates a personal computer to input and retrieve data;operatesoffice machines such as a copier and calculator; performs printing photocopying dataassemblyand binding.

• Initiates and/orassistsin projectsutilizingMS Office Suite including WordExceland PowerPoint; word processes and distributes outgoing correspondence including department communications memosemailand faxes; involved in the preparation of RFPs and client presentations.

• Performs data entry/management for information management systems (CRM or other systems) including contacts meeting notes follow-upactionsand reports; may create andmaintaindatabase information and spreadsheet files.

• Obtains and assembles market/prospect information for use by the business unit/department; conducts research compiles summaries andtypesstatistical reports as needed.

• Coordinates managers schedule andestablishesappointments; may answer and screen managers telephone calls including confidential inquiries;arrangesconference calls.

• Greets scheduled visitors andaccompaniesthe individual to theappropriate personor area.

• Coordinates and arranges business unit/department meetings; prepares agendas meeting materials reserves and prepares facilities; may record and transcribe meeting minutes.

• Arranges programsspecial events conferences or webinars; contracts facility and caterer as needed issuing information or invitations coordinatingspeakersand controlling budget; ensures project specifics are executed on schedule and within prescribed budget.

• Sortsprioritizesand distributes incoming mail;locatesand attachesappropriate fileto correspondence to be answered by manager; prepares overnight shipping packages.

• On occasionacts as project manageronspecialassignment which may include the planning and coordination of multiple presentationsdisseminatinginformation and organizing company-wide events.

• Organizes andmaintainsfile system and archives; files correspondence and other records;makescopies of correspondence or other printed materials.

• Arranges detailed travel plans reservationsschedulesand itineraries; compiles documents for travel-related meetings; prepares expense reports.

• Orders andmaintainsoffice supplies as needed.

• May provide directassistanceto clients of Oswald Companies or carriers/service providers seeking information or adjustments in support ofaccountneeds.

• May coordinate charitable gifting or other involvement activities in support of client non-profit community or civic organizations.

• All other duties as assigned.

Other Duties and Responsibilities:

• Participates in proactive team efforts to achieve departmental and company goals.Complieswithall safety policiespracticesand procedures;reportsall unsafe activities to supervisor and the Human Resource Department. Performs other duties as may be assigned.

WhatYoullNeed:

• Associatedegreein business from a four-year college or university andone to five yearsor more of related experience or the equivalent combination of education and experience.

• Prior Experience Specifically Required

• Demonstrated experience supporting a business manager or teamrequired.

• Demonstratedexperienceholding a multi-tasking positionrequired.

Who You Are:

• Exhibits executive presenceand hasstrong rapport-building/interpersonal skills for positive interaction with customers and co-workers.

• Exercises sound judgment andexhibitsa strong critical thought process to make good decisions despite time constraints.

• Possess strong knowledge of Oswalds company culture strategic alignments and organizational awareness across departments.

• Possessescritical thinking skills to review project information.

• Able to work collaboratively with internal stakeholders be a team player andexhibita positive attitude

• Possesses strong oral and written skills and communicates effectively.

• Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables and is highly responsive to internal and external stakeholders needs and requests.

• Demonstrates agility andis able tomulti-task as well as pivot to changing priorities as circumstances warrant.

• Proficiencywith Microsoft Office Suite.

Travel Expectations

• Light Travel (010%)

• Occasional local travel may befor team meetings training or client visits.

• Minimal travelexpected;primarily based in the office or remote.

Physical and Environmental Demands

This role involves typical duties performed in an office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. To request a disability-related reasonable accommodation toassistyou in your job search application or interview process please us atto discuss your specificneed.

• Physical Requirements: Primarily sedentary work involving sitting typing and handling office equipment. Occasional walking standing andlifting upto 10 pounds may berequired.

• Manual Dexterity & Vision: Requires sufficient manual dexterity and visual acuity for computer use data analysis and document preparation.

• Work Environment: Standard indoor office setting with moderate noise levels and climate control.

Work Schedule & Hours

Full-time hours: Core business hours of Monday through Friday from 8:00 AM to 5:00 PM and/or occasional weekend hours totaling 40 or more hours per week; overtime payable.(FLSA Status: Non-Exempt)