Executive Assistant

MarshBerry•Woodmere, OH

16d•Hybrid

About The Position

MarshBerry, a subsidiary of Lincoln International, is seeking an Executive Assistant to support its Investment Banking & Consulting team. The role provides professional, value-added administrative support to executives and team members, including calendar and travel management, client meeting coordination, preparation of client-ready reports and presentations, and office management and general administrative support as needed. This is a hybrid position based out of the Woodmere, Ohio, office. The employee will work onsite Monday through Thursday and may work remotely on Fridays. The role calls for strong organization, communication, confidentiality, sound judgment, attention to detail, and the ability to manage competing priorities and work under pressure.

Requirements

High school diploma required; college degree helpful (A.A. or higher, or equivalent).
Minimum of 7–10 years of executive office administration experience.
Proficiency with Microsoft Word, Excel, PowerPoint, and Access or a similar database.
Experience with client relationship management (CRM) systems.
Ability to accept responsibility and be accountable for actions and conduct.
Ability to maintain confidentiality of proprietary information and internal and external communications.
Team-oriented, positive, and professional approach, with the ability to maintain good working relationships and openness to others’ ideas and new approaches.
Strong written and verbal communication skills, with demonstrated creativity in work.
Excellent spelling, grammar, and phone skills.
Exceptional organizational skills, using systematic methods and creativity to recommend or develop work methods and procedures.
Ability to multitask, meet timelines and deadlines, maintain extreme attention to detail, and work under pressure while producing accurate, thorough, quality work.
Self-starter with the ability to prioritize and make appropriate decisions.
Ability to lift up to 25 pounds.

Nice To Haves

College degree (A.A. or higher, or equivalent).
Certification or advanced administrative training.
Office management experience.
Experience in financial services, insurance, and/or consulting.
Advanced knowledge of Microsoft Office, especially Excel and PowerPoint.

Responsibilities

Provide high-level administrative support to company executives and team members.
Maintain smooth operations during executives’ frequent travel and help ensure uninterrupted communication between staff and clients.
Read and analyze incoming communications, submissions, and reports; determine their significance and plan their distribution.
Evaluate correspondence and respond to confidential matters for executives and team members.
Manage schedules; research, plan, and make travel arrangements, including travel for executives and clients as needed.
Complete expense reports.
Coordinate internal and external meetings, prepare agendas, communicate meeting details, and attend meetings as required to record and distribute minutes.
Develop, compile, and prepare client-ready reports, memos, and letters; format reports and presentations into error-free documents.
Prepare responses to client and internal correspondence; review, prioritize, and respond to email.
Maintain client information and records, and keep the client relationship management system (CRM) up to date with important client information.
Manage billing and commission tracking for projects in CRM.
Review operating practices and procedures and identify potential improvements to workflow, reporting procedures, or expenditures.
Provide backup support to the administrative support team and assist with AdminDesk tickets.
Cultivate and maintain effective relationships with potential internal and external clients, partners, and stakeholders that may directly or indirectly lead to revenue generation for MarshBerry services.
Complete additional responsibilities and projects as assigned.
Provide office management and general administrative support as needed.