Executive Assistant
3 days ago
New York
Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. Executive Assistance: • Manage complex calendars in MS Outlook and prioritize competing demands, • Effectively schedule internal and external client meetings (both in person and via Zoom or MS Teams) using excellent judgment and urgency, • Update and manage client information in Salesforce, and provide forward looking calendars to Principals to ensure they have the materials from the team for each meeting., • Coordinate and manage travel itineraries, • Develop familiarity with the clients and advisors the Principals work with., • Oversee daily office operations and vendor relationships, • Manage all issues related to office upkeep and work with building management to resolve any issues in the offices, • Provide executive level hospitality, • Work closely with the People & Culture team to support office events, • Oversee office kitchen inventory and daily set up, • Replenish paper in copy machines, • Ensure that office environment is consistently organized, professional, and client-ready, • Manage sorting and distribution of mail, • Manage miscellaneous special projects, • Minimum of 5+ years of executive support experience (Financial Services industry a plus), • Excellent interpersonal and communication skills, • Excellent work ethic, judgment, discretion and ability to prioritize, • Strong initiative to accomplish tasks, meet deadlines, and take an active interest in projects, • Ability to function effectively while under pressure in a fast paced and evolving environment, • Ability to juggle many tasks at once, and quickly shift gears and re-prioritize as needed, • Superior follow through, and organizational and task management skills, • Superior response time to heavy email communications, • Highly detail oriented, • Strong team player, • Strong customer service orientation, • Proficient in MS Office Suite and Salesforce, • Positive, pro-active, can-do attitude, • This role is primarily office-based and requires presence in the office four (4) days per week to support executive leadership and maintain workplace operations., • Occasional early mornings or extended hours may be required to support executive's schedules and business needs., • Attractive annual compensation package is commensurate with experience., • Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits., • Eligible for annual bonus based on firm's net profit and employee's job performance