Admin and Risk Management Specialist

CCSWW•Seattle, WA

2d•$45 - $55

About The Position

The Administrative and Risk Management Specialist reports to the CFO and provides administrative, operational, and analytical support to the CFO, senior Finance and Accounting leadership, and the Manager of Insurance and Loss Prevention. The position supports Finance and Accounting operations and the organization’s insurance and risk-management programs, including insurance renewals, certificates of insurance, insured asset and exposure records, incident reporting, and related records and documentation. It requires a high degree of confidentiality, organization, attention to detail, and financial awareness.

Requirements

At least five years of progressively responsible administrative or operational support experience.
Strong writing, proofreading, formatting, research, and organizational skills, with consistent attention to detail and accuracy.
Advanced proficiency in Microsoft Office, including Excel, PowerPoint, SharePoint, Teams, and Word, with the ability to prepare professional reports, presentations, correspondence, and other executive-level materials.
Willingness to embrace artificial intelligence tools for research, analysis, reporting, document preparation, and process improvement.
Ability to exercise discretion and maintain confidentiality when handling financial, personnel, claims, insurance, legal, executive, and Board-related information.
Ability to communicate professionally and effectively with executives, Board members, employees, and external business partners.
Ability to prioritize competing assignments, meet deadlines, adapt to changing priorities, and work with limited supervision in a fast-paced environment.
Support and uphold the mission, beliefs, and values of Catholic Community Services and Catholic Social Teaching.

Nice To Haves

A bachelor’s degree in business administration, finance, accounting, risk management, or a related field; relevant professional experience may substitute for education.
Administrative or operational support experience involving finance, accounting, executive leadership, insurance, or risk-management functions.
Experience with commercial insurance administration, certificates of insurance, claims documentation, or risk-management systems.

Responsibilities

Provide proactive administrative support to the CFO and senior Finance and Accounting leadership, including calendar management, meeting coordination and preparation, deadline tracking, and occasional travel arrangements.
Manage incoming requests and communications for the CFO, prioritize matters using sound judgment, and coordinate timely responses and follow-up.
Coordinate the preparation, organization, and distribution of materials for Finance Committee, Board of Trustees, and other leadership meetings; attend assigned meetings, document decisions and follow-up items, and monitor completion of action items.
Conduct research and compile information for reports, presentations, and other materials related to Finance and Administration operations.
Maintain organized electronic records, correspondence, and other confidential Finance and Administration documentation.
Support the Manager of Insurance and Loss Prevention with annual insurance renewals, including data collection, document preparation, follow-up with internal insurance liaisons, and maintenance of renewal records.
Process routine requests for certificates of insurance and evidence of property insurance according to established procedures, review completed documents for basic accuracy, and refer exceptions or complex requirements to the Manager of Insurance and Loss Prevention.
Maintain insured asset and exposure databases for insured properties, vehicles, and covered individuals; process additions, deletions, and other changes; and assist with periodic reconciliation and data-quality reviews.
Receive, route, and track incident reports and property-damage notifications according to established procedures; maintain supporting records; and promptly escalate significant, incomplete, or time-sensitive reports.
Assist with administrative tracking of property, liability, automobile, and other claims; maintain supporting claim documentation; and follow up on outstanding information as directed.
Support scheduling and coordination of insurance, loss-control, appraisal, and facility-inspection activities, and assist with tracking recommendations and follow-up items.
Compile insurance, claims, loss, premium, exposure, and incident information for analysis and reporting by the Manager of Insurance and Loss Prevention and the CFO.
Assist with drafting, formatting, maintaining, and distributing Finance, insurance, and risk-management policies, procedures, forms, and reference materials as directed by responsible leadership.
Assist with preparing and maintaining the enterprise insurance guide, process sheets, training materials, and other resources for internal insurance liaisons and stakeholders.
Perform other duties consistent with the scope and responsibilities of the position as assigned.