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Job Purpose
The Executive Administrative Assistant provides a full range of professional administrative support for a senior executive. This position coordinates multiple functions simultaneously in a fast paced environment while utilizing independent discretion and judgment. This position manages the executive's calendar prioritizing key initiatives while optimizing efficiency.
Essential Responsibilities
Conserves the executive's time by reading, researching, and routing correspondence, drafting letters and documents, collecting and analyzing information, developing presentations, and initiating communications.
Coordinates meetings by outlining agenda content, coordinating speaker materials, securing catering services and video conferencing capabilities when needed.
Represents the executive by attending meetings and capturing record of the meeting events and discussions and communicates upcoming deadlines to ensure the timely delivery of information.
Creates and edits documents utilizing Word and Excel and develops PowerPoint presentations.
Welcomes internal associates and external clients by greeting them in person or by phone, answering or directing inquiries.
Acts as a liaison between the executive and all levels of internal staff members and external clients.
Maintains the executive's appointment schedule by planning and scheduling meetings, conferences and teleconferences. Arranges travel and maintains travel calendar.
Organizes and maintains electronic/database information and files complying with firm retention policies. Possesses a working knowledge of corporate policies including compliance, emergency and purchasing policies and others as required.
Researches and resolves issues and identifies opportunities for improvement.
Performs accounting related tasks, reviews monthly budget ledgers and identifies/investigates variances. Prepares and reviews expense reports for compliance with policy.
Drafts E-mails and tracks deadlines.
Tracks responses and gathers materials for meetings, and takes meeting notes.
Anticipates requests and adheres to procedures to consistently execute key external deliverables (e.g. earnings, investor conferences, rating agencies, NYSE).
Organizes and maintains electronic/database information for all investor and analyst calls and conferences.
Schedules travel and processes expense reports for the entire Investor Relations team.
Maintains requisitions, PO's, invoices, and payments for the Investor Relations team.
Prepares year-end forecasts and new year estimates for department accounts for review and approval for the annual budget process.
Monitors key data points and develops summaries for various levels of management.
Supports the Investor Relations team in its numerous responsibilities related to various investor conferences, as well as Board and senior management requests.
Other Duties
Handles other duties as assigned.
May work overtime as needed.
Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
Excellent interpersonal and customer service skills.
Demonstrates strong dependability and reliability.
Exhibits a strong work ethic, is capable of taking ownership, and has the ability to independently drive work/projects through to completion.
Strong ability to maintain confidentiality.
Demonstrated organizational skills with a strong attention to detail.
Excellent proficiency in Microsoft Office applications to include Word, Excel, PowerPoint and Outlook.
Excellent written and verbal communication skills.
Ability to act in a professional and ethical manner at all times.
Ability to work independently and in a team environment.
Must be proactive with the ability to manage multiple on-going requests and/or projects.
Demonstrates excellent judgment/diplomacy.
Ability to work overtime as needed and may be required to respond to requests outside of normal business hours.
Ability to be proactive and understand priorities related to meetings and deadlines for the Executive.
Ability to influence and communicate effectively across all areas of the organization and externally. Ability to engage at all levels.
Effective time-management skills with ability to work within deadlines and grasp key issues quickly.
Ability to follow instruction.
Strong team player in a variety of projects/programs, as evidenced by the ability to contribute to team efforts, share responsibility for team results and exhibit a positive attitude.
Strong collaboration and relationship management skills with ability to build and cultivate relationships with other associates at peer and management levels.
Qualifications
H.S. Diploma or equivalent required.
Associate's Degree or equivalent work experience preferred.
5+ years executive administrative assistance or office management experience required.
We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds.
Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary.
Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA.
Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program. Online applications requested. Contact human.resources@jackson.com for alternate formats for accommodation.
To learn more about Jackson's financial strength and results, visit jackson.com (https://www.jackson.com/our-company/financials/landing.xhtml) .
