Administrator

Overview

• Serve as a proactive Administrator within the Insurance group, managing complex administrative tasks and driving operational efficiency.
• Coordinate strategic initiatives, track deadlines, and ensure team alignment with business objectives.
• Leverage AI-enabled tools and emerging technologies to streamline workflows and enhance productivity.
• Provide executive and team support, including calendar management, travel arrangements, and meeting logistics.
• Prepare and edit professional presentations, reports, and correspondence adhering to brand standards.
• Gain exposure to senior leadership decision-making and learn fundamentals of insurance and investment management.
• Collaborate with internal groups to support recruiting, onboarding, and budget tracking initiatives.
• Contribute to process improvement and operational efficiency initiatives within the organization.

Key Responsibilities & Duties

• Coordinate strategic initiatives, track deadlines, and follow up on action items to ensure timely completion.
• Conduct research and analysis to support decision-making and create impactful presentations.
• Build and maintain team dashboards and trackers for monitoring priorities and deliverables.
• Utilize AI-enabled tools to draft communications, summarize documents, and enhance process efficiencies.
• Assist in managing calendars, scheduling, and travel arrangements for senior leaders.
• Coordinate logistics for meetings, conferences, and external client events to ensure smooth execution.
• Prepare and edit materials such as presentations, reports, and correspondence with high accuracy.
• Support expense reporting and administrative compliance requirements for the team.

Job Requirements

• Bachelor of Arts (BA) degree with 7–10 years of experience in financial services, insurance, or consulting industries.
• Proficiency in Microsoft Office Suite; experience with CRM systems and expense management tools preferred.
• Familiarity with AI-enabled productivity tools and ability to leverage technology for efficiency.
• Exceptional organizational skills with the ability to manage complex calendars and competing priorities.
• Strong project management skills, including scoping, planning, tracking, and delivering initiatives.
• Outstanding written and verbal communication skills for drafting professional correspondence.
• PMP certification or demonstrable project management experience is a plus.
• Collaborative team player with the ability to work independently and under pressure.