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Years of Experience
Date Last Verified
Administrative Assistant The candidate will develop a strong understanding of the Retirement line of business. Work directly with consultants on a variety of client deliverables. Provide advanced level support in the full Microsoft Suite, specifically Word, PowerPoint and Excel. Support the development of client documents including presentations and contracts in PowerPoint, Word and other written documentation/communication. Ensure quality control/proofreading/editing. Seek and participate in key learning and development opportunities/maintain steady progress. Manage meeting/event coordination and preparation. Coordinate complex scheduling and travel arrangements; expense reporting. Participate in team meetings and support the capturing and completion of next steps and action items. Support administrative needs of leaders in partnership with other administrative staff. Support the Benefits Advisory and Compliance sub-group with document / paralegal assistance. Oversee client project administration (including project set-up and contract administration, file maintenance, etc.). Provide assistance in new business activities – some market research, go/no-go decisions. Deliver on projects to meet or exceed client expectations. Increase efficiency by identifying ways to improve processes. Build strong relationships with clients particularly administrative support; serve our clients in a professional and collaborative manner. Build strong relationships internally and collaborate effectively on cross-functional teams. Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels. Work in a supportive, team-oriented environment. Support the collaborative team environment by partnering with other administrative staff through workflow, partnership and teamwork to support all team needs. Prepare client invoices and generate client/project financial reports in a timely fashion as needed. Research billing and expense discrepancies. Should have 5+ years’ experience providing administrative support.
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