Executive Assistant, Employee Benefits Team

National Financial Partners Corp. Gaithersburg , MD 20877

Posted 2 months ago

NFP is currently seeking an individual to join our Employee Benefits team as an Executive Assistant for the Mid-Atlantic Managing Directors for Golden&Cohen, LLC. The Executive Assistant will work closely with both our Managing Directors, and is responsible for all administrative and operational aspects of the office.

Required Qualities/ Skills

  • Demonstrated experience as an Executive Assistant or Administrative Assistant with increasing levels of responsibility.

  • Thinks beyond their own job tasks and considers the bigger picture and what's best for internal partners and external client service delivery.

  • Proficient in full Microsoft Office Suite with fluency in PPT and Excel required.

  • Superior Calendar Management skills

Job Duties / Responsibilities

  • On a granular level, you will set appointments, coordinate team events, prepare client presentations, update marketing materials, enter data in Excel and SalesForce, assist with special projects and provide back-up to administrative team members.

  • Coordinate all aspects of internal and external meetings including but not limited to confirming all meetings and appointments as directed by the Managing Director, reserving meeting space, and preparing the conference room with audio-visual technology as needed

  • Handle all confidential business matters and works independently on special assignments.

  • Facilitate all aspects of the meeting prep process, coordinating with all necessary departments to gather and compile appropriate materials that will lead to a successful meeting.

  • Maintain heavy, complex and frequently changing calendar, reporting, and travel arrangement and itinerary development.

  • Thorough, accurate and reliable when performing and completing job task, and should be able to adapt communication style to suit different audiences.

  • Provide a bridge for smooth, accurate communication between the Partner's office and internal departments; demonstrating leadership to maintain credibility, trust and support.

  • Exceedingly well organized, flexible and able to prioritize in a fast paced environment

Additional duties as follows:

  • Making Travel Plans and Itinerary

  • Customer relations

  • Setting up equipment email, phone

  • Termination shut downs

  • Fab Key ordering

  • Answering Phones, Directing to appropriate department

  • Greeting at front desk

  • Mail distribution, FedEx/UPS

  • Assistance w personal tasks

  • Ordering supplies

  • Copying, faxing printing binding

  • Material creation

  • Expense report

  • In house password tracking

  • Track/calculate mileage for submittal

  • Office equipment troubleshooting/postage machine

  • Mail Holiday cards

About the Company:

Established in 1999, NFP Mid Atlantic serves more than 7000 employer clients. We are a full service insurance agency, helping employers, brokers and individuals identify the right insurance packages to fit their needs. Our mission is to provide our clients with outstanding service and deliver the insurance package


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Executive Assistant, Employee Benefits Team

National Financial Partners Corp.