Description
RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you The Executive Assistant performs administrative tasks as assigned by one of the partners or a chief executive. Tasks include generating reports, consolidating data, researching information, managing calendars and creating documents using software, particularly MS Office Suite products. PRIMARY RESPONSIBILITIES: Assists in collecting data necessary to prepare personal financial statements, tax filings, etc. Communicates with insurance company partners, colleagues and clients on behalf of the organization’s partners. Coordinates travel arrangements – flights, rental cars, hotel and restaurant reservations, etc. Coordinates logistics for holding the organization’s seminars and retreats. Follows up on inquiries made of the partners and the corresponding communications response. Takes meeting minutes at bi-weekly Operations meetings and follows up on decisions taken to address issues raised. Assists with business segment projects as assigned. Manages and organizes partners’ files, phones and mail according to the partners’ needs. Manages partners’ calendars by scheduling meetings, conference calls and resources and adjusting thereto when necessary. Completes monthly expense reports and updates LLC financials. Prepares PowerPoint presentations – Operations projects, calendar events, financial updates, etc. Prepares meeting agendas and attends meetings to take notes and follow up on actions to be taken, tasks to be assigned. Takes meeting minutes at monthly and quarterly organization meetings. Prepares a variety of correspondence, generates reports, and may, on occasion, participate in the audit of client accounts. If necessary, drives partners to and from the airport, meetings, invitations, etc. KNOWLEDGE, SKILLS & ABILITIES: Advanced knowledge of MS Office suite. Excellent interpersonal and organizational skills. Is discrete and demonstrates the understanding of what it means to keep information confidential. Is capable of meeting performance expectations in a dynamic, at times, high-pressure and challenging, work environment. Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture. EDUCATION & EXPERIENCE: Must possess an undergraduate degree or a minimum of three years’ experience as an assistant to a senior executive, or an equivalent combination of education and work experience. IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. Click here for some insight into our culture! RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you.
