Executive Assistant

Wintrust•Rosemont, IL

4d•Onsite

About The Position

As one of the largest premium finance companies in the country, FIRST Insurance Funding provides full premium finance services, plus additional services built specifically for agencies. We pride ourselves on the variety of incentive programs, services, and technology we offer. This not only helps grow the agents, brokers, and companies we partner with, but also helps them better serve their clients. FIRST Insurance Funding is a subsidiary of Wintrust, a financial services company with more than $66 billion in assets. The Executive Assistant at First Insurance Funding will be responsible for management of calendars, scheduling of meetings, and coordination of travel for executives. Additional responsibilities include assisting in meeting preparation and event coordination. Ideal candidates will be highly organized, detail-oriented, self-motivated, and enthusiastic individuals who embrace this critical support role and thrive in a client intensive environment.

Requirements

3-5 years of relevant experience
Proven experience of recognizing the necessity of adhering to pre-established timetables without compromising on quality
Anticipate the needs of leadership by proactively managing complex calendars
Ability to manage seamless logistics for meetings and presentations including booking venues and prepping materials
Highly proficient in Microsoft Suite

Nice To Haves

Background in financial or insurance industry a plus
High degree of personal integrity to build and maintain trust across senior leadership, internal teams and external partners

Responsibilities

Managing the daily schedule and travel of CEO, President, and COO.
Scheduling and organizing travel itineraries and travel arrangements (airline, hotel, car services).
Assisting with expense reports.
Assist in setting up/coordinating meetings.
Working with vendors on external venues.
Coordinating catering and meals for meetings.
Keeping Track of monthly executive Meetings.
Sending Reminders to Team Members.
Creating agenda Deck by collecting and consolidating updates from other executives.
Keeping Track & Scheduling special events.
Putting resources out for meetings.
Creating Name Tags for CEO & Team Members.
Tracking meetings, agenda setting, gathering information, deck assimilation, designing announcement slides for all company meetings.
Support projects for the Managing Sales Directors.
Administrative support including filing, copying, and typing correspondence, presentations, spreadsheets, etc.
Ability to run and manage business, including but not limited to: ordering and coordinating personal travel including car services, flight reservations, restaurant reservation, etc.
Generate and share reports.
Coordinate visits of outside guests or candidates.
All other tasks as assigned and requested