Actuarial Assistant Jobs

About The Position

Requirements

• At least 3 years’ experience at working in an administrative or customer service position.
• Excellent Word, PowerPoint and Excel skills
• Expert knowledge of Outlook
• Problem solver – able to work with other teams and staff members effectively to reach a viable solution and goal
• Strong service focus – dedicated to meeting the expectations of all staff through securing effective relationships with clients and executing deliverables to the highest standards.
• Excellent communicator and negotiator – able to deal effectively with people at all levels across a multicultural environment
• Maturity, poise and judgment
• Ability to maintain and respect confidentiality
• Ability to think strategically and contribute to development of departmental model
• One who takes constructive feedback in stride and incorporates feedback quickly
• Ability to manage a heavy work volume and meet deadlines in an extremely fast paced environment
• Ability to undertake projects and produce quality and timely results
• Self-starter, strong initiative, confidence and ability to work with little guidance
• Collaborative team player
• Positive attitude, sense of fun: is collegial and friendly
• Ability to juggle several tasks at once, to prioritize and manage own time - Not a clock watcher or someone who is unwilling to step outside their job description
• Methodical, organized and excellent attention to detail
• Flexible attitude; embraces change, hard-working, cost conscious and results driven

Nice To Haves

• Bachelor’s degree preferred
• Experience in financial services, management consultancy and/or a professional services environment a plus
• Knowledge of Salesforce a plus, but not necessary

Responsibilities

• Build relationships with clients and client EAs
• Understand the business goals and objectives of each supported Partner and help to push them forward proactively
• Maintain and update current list of contacts and business activities in CRM database
• Track and maintain sales activity/pipeline with each Partner
• Proactively spot clients that haven’t been called upon and/or who need follow up
• Execute requested follow-up calls for client mailings
• Assist the Marketing Department with the co-ordination of customized mailings
• Prepare letters, proposals and other documents using Oliver Wyman formatting styles
• Maintain diaries for Partners, scheduling internal and external meetings, communicating with clients and infrastructure staff as appropriate
• Proactively spot opportunities to add internal and external meetings; interviews, staff meetings, follow up
• Assist with scheduling for complex projects as requested by the Partner and/or project team
• Coordinate travel and accommodation, book cars, rail tickets, etc.
• Develop understanding of Partner scheduling and travel preferences
• Coordinate travel efficiently by grouping client meetings where possible
• Work with HC to obtain work permits and visas
• Manage documents and project deliverables when requested
• Notify staffing and Practice EAs of extensions/re-negotiations
• Manage storage or disposal of confidential client information
• Act as central point of contact for all assigned Partner administrative needs, liaise with other support departments as necessary
• Prepare weekly timesheets for each assigned Partner
• Prepare all expense reports and/or delegate to a team assistant when necessary
• Provide coverage for EAs who are out of the office to ensure seamless support to Partners
• Provide short-term coverage for Partners who may be in the midst of an EA assignment transition or who are new to the Firm
• Provide training and support to new EAs
• Participate in team meetings and projects with an eye to improving processes and the overall performance of the EA team

Benefits

• Diverse, inclusive and flexible work environment
• Opportunity to attract and retain the best people
• Embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.