Executive Assistant to the Managing Director, Insurance (14-Month Contract)
Core
Provide high-level executive support to the Managing Director, Insurance, including calendar management, correspondence, travel coordination, and project support within the insurance and wealth management sector.
Role type
Executive Assistant to Managing Director
Builds
Internal meeting agendas, confidential communications, expense reports, and presentation packages for the Senior Leadership Team and Board.
Domain
Wealth management / Insurance
Required skills
Calendar management, gatekeeping, travel coordination, report preparation, Excel for accounting calculations, PowerPoint presentation creation, stakeholder liaison, expense reconciliation
Preferred skills
Financial planning and investment services industry experience, CIM/CFP/LLQP certifications
Technologies
Microsoft Office (Outlook, PowerPoint, Word, Excel)
Responsibilities
Manage complex calendar and coordinate travel; Act as first point of contact and gatekeeper; Prepare confidential communications and reports; Coordinate internal meetings and document action items; Perform accounting-type calculations and expense reconciliation; Create presentation packages for leadership and board.
Seniority
Mid-level, hands-on IC