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Senior Administrative Assistant - Group Benefit

External
unisonriskadvisors logoUnisonriskadvisors · Cleveland, OH
Full-timeRemote2w ago
AssemblyCRMExcel
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Requirements

  • Associate degree in business from a four-year college or university and one to five years or more of related experience or the equivalent combination of education and experience.
  • Prior Experience Specifically Required
  • Demonstrated experience supporting a business manager or team required.
  • Demonstrated experience holding a multi-tasking position required.
  • Exhibits executive presence and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.
  • Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints.
  • Possess strong knowledge of Oswald's company culture, strategic alignments, and organizational awareness across departments.
  • Possesses critical thinking skills to review project information.
  • Able to work collaboratively with internal stakeholders, be a team player and exhibit a 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

Benefits

401(k)

Additional Information

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : The Administrative Assistant is responsible to provide general administrative and clerical support for the Co-Managing Directors; performs a wide variety of advanced clerical duties; relieves unit leaders of selected administrative work and minor business detail. Management of this process to include integrations across the following departments / 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 in the Life: Essential Functions Exercises the greatest degree of discretion in the handling and dissemination of confidential and highly sensitive information. Operates a personal computer to input and retrieve data; operates office machines such as a copier and calculator; performs printing, photocopying, data assembly and binding. Initiates and/or assists in projects utilizing MS Office Suite including Word, Excel and PowerPoint; word processes and distributes outgoing correspondence including department communications, memos, email and 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-up actions and reports; may create and maintain database information and spreadsheet files. Obtains and assembles market/prospect information for use by the business unit/department; conducts research, compiles summaries and types statistical reports as needed. Coordinates manager's schedule and establishes appointments; may answer and screen manager's telephone calls including confidential inquiries; arranges conference calls. Greets scheduled visitors and accompanies the individual to the appropriate person or area. Coordinates and arranges business unit/department meetings; prepares agendas, meeting materials, reserves and prepares facilities; may record and transcribe meeting minutes. Arranges programs, special events, conferences, or webinars; contracts facility and caterer as needed, issuing information or invitations, coordinating speakers and controlling budget; ensures project specifics are executed on schedule and within prescribed budget. Sorts, prioritizes and distributes incoming mail; locates and attaches appropriate file to correspondence to be answered by manager; prepares overnight shipping packages. On occasion acts as project manager on special assignment, which may include the planning and coordination of multiple presentations, disseminating information and organizing company-wide events. Organizes and maintains file system and archives; files correspondence and other records; makes copies of correspondence or other printed materials. Arranges detailed travel plans, reservations, schedules and itineraries; compiles documents for travel-related meetings; prepares expense reports. Orders and maintains office supplies as needed. May provide direct assistance to clients of Oswald Companies or carriers/service providers seeking information or adjustments in support of account needs. 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. Complies with all safety policies, practices and procedures; reports all unsafe activities to supervisor and the Human Resource Department. Performs other duties as may be assigned.


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