Administrative Assistant to the Investment Team & Executive Chairman
About The Position
ADMINISTRATIVE ASSISTANT TO THE INVESTMENT TEAM & EXECUTIVE CHAIRMAN (Full Time, Salary, Exempt) Looking to join a growing company dedicated to helping others? We offer that, plus competitive salaries, a culture of learning, and a fast-paced environment. This is an in-office position for our New York office. Join our team to help make a difference in the lives of others! About Continental General: The Continental General family of companies has provided insurance, including life and long-term care policies, to individuals and groups for over 30 years, and currently supports over 200,000 policyholders. Both our insurance company, Continental General Insurance Company, and our third-party administrator, Continental General Services, are committed to the continuous development of our infrastructure, processes, and people. The group is actively growing through expansion of both its insurance portfolio and its administrative services. With each opportunity, we take a collaborative approach to address challenges and provide unique solutions. Position Summary:The Administrative Assistant provides support to the Investment Team and Executive Chairman, managing calendars, travel, communications, expenses, and special projects. This role requires strong organizational skills, discretion, and the ability to anticipate needs while supporting executive operations and office management in a fast-paced, professional environment.
Requirements
- Bachelor’s degree, or the equivalent years of education and experience required
- 1+ year of prior experience in a similar role, or capacity, required, with demonstrated success managing multiple priorities in a fast-paced environment
- Strong sense of accountability, with the ability to multitask and prioritize responsibilities while proactively communicating task status, potential roadblocks, and urgent items or requests timely and effectively
- Excellent organizational and communication skills, with exceptional attention to detail
- Proficiency in Microsoft Office applications
Nice To Haves
- Experience supporting senior executives in a corporate environment is preferred
Responsibilities
- Provide comprehensive administrative support to the investment team and Executive Chairman, including managing calendars, scheduling meetings, and coordinating travel arrangements
- Handle communication, including phone calls, emails and correspondence, ensuring timely responses and follow-ups
- Assist in preparing reports, presentations, and documentation using Microsoft Office Suite
- Organize and maintain files, process invoices, and manage expense reports
- Support event planning and logistics for company meetings and functions
- Serve as the primary point of contact for the investment team, managing their schedules, coordinating end-to-end travel arrangements, emails, and other correspondence, ensuring efficient time management and logistics planning
- Manage special projects and initiatives, in timely completion and delivering high-quality results.
- Anticipate and prepare for any future logistical or administrative needs to avoid calendar conflicts, operational challenges or emergencies, developing and implementing contingency plans
- Administrative management of expense reporting, coordination of signature requests and notarizations for investment team and Executive Chairman’s office.
- Assist with office management of the New York office: maintaining equipment, obtaining supplies, coordinating with CGIC IT in Austin to address computer service needs to ensure smooth and functional operations.
- Coordinate with other departments and teams to facilitate cross-functional collaboration and achieve company goals.
- Maintain confidentiality of sensitive information and exercise discretion in handling confidential matters.
Benefits
- Competitive salary and benefits, including 401(k), health insurance, and performance-based bonuses.
- Collaborative and fast-paced work environment.
- Professional development and growth opportunities within the finance and investment space.
- Competitive Salary & Target Bonus Program
- Retirement Savings – 401(k) with a company match
- Comprehensive Medical insurance through BlueCross BlueShield of Texas.
- Company-paid dental, vision, short-term & long-term disability, and life insurance.
- Work-Life Balance – This role offers 20+ days of PTO, 10 paid holidays, and paid volunteer time off.
- Flexible Work Options & Perks – Hybrid opportunity, wellness programs, and weekly paid lunch for onsite staff.
- Health Savings Accounts (HSA) & Flexible Spending Accounts (FSAs) – Includes a company match for HSAs.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
