Manages the day-to-day activities of the office. May supervise administrative staff. Enforces company policies and procedures. Sets priorities and distributes work and identifies and implements new procedures to improve workflow. Administers expenses/budgets and assists Finance Department with annual budget planning. Incumbent may serve as a liaison between Saybrus and its affiliates. Monitors production, expenses and sales recognition programs. Works closely with senior management in developing strategic written and oral communications.
Duties and Responsibilities:
Lead and manage day-to-day administrative, business, and project work.
In day-to-day activity, effectively manage and influence diverse, senior level relationships to produce appropriate outcome as well as cross-departmental and corporate resources.
Act as a resource manager for Saybrus initiatives.
Act as a resource to the Managing Principal and Chief Administrative Officer in the development of board presentations and collateral materials.
Develop strategic documents and written and oral communications for Managing Principal and Chief Administrative Officer (including monthly, quarterly, and annual reporting to Employees, Saybrus Board, Customers, and others) as required.
Provide oversight and coordination for the channel business plans including tracking and reporting of key data on a monthly or quarterly basis.
Provide consistent data and information to internal and external constituents.
Manage Sales Recognition program and coordinate publication of monthly standings in a timely manner.
Coordinate expenses including reconciliation in PeopleSoft in accordance with the Company's expense policy.
Work closely with Finance Department to prepare budget summaries for Managing Principal.
Maintain Time and Attendance Reports for the Company.
Assist with Accounts Payable vendor setup as needed.
Manage calendar, prioritize meetings, and assist with meeting and presentation materials as may be required.
Coordinate complex travel arrangements.
Maintain company directory and email distribution lists.
Create new methodologies and innovative solutions to unprecedented business problems working collaboratively with others.
Perform miscellaneous duties as required by management.
Must maintain appropriate attendance.
Skills, Knowledge and/or Experience:
College degree or equivalent work experience
Solid analytical skills with ability to translate diverse data from multiple sources into actionable opportunities to expedite growth
Solid financial acumen
Solid knowledge of life and annuity products, operations, distribution, and financials
Solid ability to marshal, motivate, influence and manage resources company-wide without direct reporting controlat all levels of organization with particular focus on senior management
Solid strategic thinker with ability to implement tactically with particular focus on translating objectives to meaningful metrics
Solid ability to create a vision, takes a broader term perspective by clarifying long-term vision, creating plans, and anticipating future possibilities
Excellent organizational and project management skills
Solid judgment, collaborative and strong team player
Results-driven, resilient and persuasive in face of obstacles and personalities
Effective delegation skills to direct and non-direct reporting relationships
Experienced in life, annuity, and asset management products/services and distribution
Phoenix Companies Inc.