Administrative Assistant - Group Benefits

Unison Risk Advisors•Cleveland, OH

About The Position

Job Summary: The Administrative Assistant is responsible to provide general administrative and clerical support for the Co-Managing Directors; performs a wide variety of advanced clerical duties; relieves unit leaders of selected administrative work and minor business detail. Management of this process to include integrations across the following departments / practices / teams (if applicable) (Example) IT, Human Resources (benefits plan, 401K integration, employee-ownership), marketing (website & sales enablement) carrier contracts (benefits, P&C), licensing, accounting/finance, and facilities. A Day in the Life: Essential Functions Exercises the greatest degree of discretion in the handling and dissemination of confidential and highly sensitive information. Operates a personal computer to input and retrieve data; operates office machines such as a copier and calculator; performs printing, photocopying, data assembly and binding. Initiates and/or assists in projects utilizing MS Office Suite including Word, Excel and PowerPoint; word processes and distributes outgoing correspondence including department communications, memos, email and faxes; involved in the preparation of RFPs and client presentations. Performs data entry/management for information management systems (CRM or other systems) including contacts, meeting notes, follow-up actions and reports; may create and maintain database information and spreadsheet files. Obtains and assembles market/prospect information for use by the business unit/department; conducts research, compiles summaries and types statistical reports as needed. Coordinates manager's schedule and establishes appointments; may answer and screen manager's telephone calls including confidential inquiries; arranges conference calls. Greets scheduled visitors and accompanies the individual to the appropriate person or area. Coordinates and arranges business unit/department meetings; prepares agendas, meeting materials, reserves and prepares facilities; may record and transcribe meeting minutes. Arranges programs, special events, conferences, or webinars; contracts facility and caterer as needed, issuing information or invitations, coordinating speakers and controlling budget; ensures project specifics are executed on schedule and within prescribed budget. Sorts, prioritizes and distributes incoming mail; locates and attaches appropriate file to correspondence to be answered by manager; prepares overnight shipping packages. On occasion acts as project manager on special assignment, which may include the planning and coordination of multiple presentations, disseminating information and organizing company-wide events. Organizes and maintains file system and archives; files correspondence and other records; makes copies of correspondence or other printed materials. Arranges detailed travel plans, reservations, schedules and itineraries; compiles documents for travel-related meetings; prepares expense reports. Orders and maintains office supplies as needed. May provide direct assistance to clients of Oswald Companies or carriers/service providers seeking information or adjustments in support of account needs. May coordinate charitable gifting or other involvement activities in support of client, non-profit, community or civic organizations. All other duties as assigned. Other Duties and Responsibilities: Participates in proactive team efforts to achieve departmental and company goals. Complies with all safety policies, practices and procedures; reports all unsafe activities to supervisor and the Human Resource Department. Performs other duties as may be assigned.

Requirements

Associate degree in business from a four-year college or university and one to five years or more of related experience or the equivalent combination of education and experience.
Demonstrated experience supporting a business manager or team required.
Demonstrated experience holding a multi-tasking position required.
Exhibits executive presence and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.
Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints.
Possess strong knowledge of Oswald’s company culture, strategic alignments, and organizational awareness across departments.
Possesses critical thinking skills to review project information.
Able to work collaboratively with internal stakeholders, be a team player and exhibit a positive attitude
Possesses strong oral and written skills and communicates effectively.
Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables and is highly responsive to internal and external stakeholders’ needs and requests.
Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.
Proficiency with Microsoft Office Suite.

Responsibilities

Provide general administrative and clerical support for the Co-Managing Directors
Perform a wide variety of advanced clerical duties
Relieve unit leaders of selected administrative work and minor business detail
Exercises the greatest degree of discretion in the handling and dissemination of confidential and highly sensitive information.
Operates a personal computer to input and retrieve data
Operates office machines such as a copier and calculator
Performs printing, photocopying, data assembly and binding.
Initiates and/or assists in projects utilizing MS Office Suite including Word, Excel and PowerPoint
Word processes and distributes outgoing correspondence including department communications, memos, email and faxes
Involved in the preparation of RFPs and client presentations.
Performs data entry/management for information management systems (CRM or other systems) including contacts, meeting notes, follow-up actions and reports
May create and maintain database information and spreadsheet files.
Obtains and assembles market/prospect information for use by the business unit/department
Conducts research, compiles summaries and types statistical reports as needed.
Coordinates manager's schedule and establishes appointments
May answer and screen manager's telephone calls including confidential inquiries
Arranges conference calls.
Greets scheduled visitors and accompanies the individual to the appropriate person or area.
Coordinates and arranges business unit/department meetings
Prepares agendas, meeting materials, reserves and prepares facilities
May record and transcribe meeting minutes.
Arranges programs, special events, conferences, or webinars
Contracts facility and caterer as needed, issuing information or invitations, coordinating speakers and controlling budget
Ensures project specifics are executed on schedule and within prescribed budget.
Sorts, prioritizes and distributes incoming mail
Locates and attaches appropriate file to correspondence to be answered by manager
Prepares overnight shipping packages.
On occasion acts as project manager on special assignment, which may include the planning and coordination of multiple presentations, disseminating information and organizing company-wide events.
Organizes and maintains file system and archives
Files correspondence and other records
Makes copies of correspondence or other printed materials.
Arranges detailed travel plans, reservations, schedules and itineraries
Compiles documents for travel-related meetings
Prepares expense reports.
Orders and maintains office supplies as needed.
May provide direct assistance to clients of Oswald Companies or carriers/service providers seeking information or adjustments in support of account needs.
May coordinate charitable gifting or other involvement activities in support of client, non-profit, community or civic organizations.
All other duties as assigned.
Participates in proactive team efforts to achieve departmental and company goals.
Complies with all safety policies, practices and procedures
Reports all unsafe activities to supervisor and the Human Resource Department.
Performs other duties as may be assigned.