Administrative Assistant, Insurance Solutions
On-site
Core
Administrative support for the Insurance Solutions team, focusing on executive scheduling, travel coordination, and stakeholder communication.
Role type
Administrative Assistant
Builds
Efficient team operations and client engagement support
Domain
Financial Services / Asset Management
Deliverable
dashboards & analysis
Required skills
Scheduling coordination, Travel management, CRM data management, Expense reporting, Microsoft Office proficiency, CRM familiarity
Preferred skills
Financial services experience, Event management platform familiarity, AI tool usage
Responsibilities
Coordinate complex schedules for executives and clients, Arrange domestic and international travel, Maintain and update CRM contact records, Prepare materials for client engagements, Support firmwide administrative initiatives
Seniority
Individual Contributor
