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Executive Assistant in Garden City South, NY at Risk Strategies

Date Posted: 1/10/2019

Job Snapshot

Job Description

The Executive Assistant provides all administrative support for the Executive Team including special projects, internal and external customer communications, independent research, travel and scheduling, and daily agenda.

  • Organizes and manages workflow and provides administrative support as needed
  • Project Management for executives and tracks the status of ongoing projects and open tasks
  • Collects, monitors, and generates a variety of information and put into organized reports, charts and/or spreadsheets.
  • Creates new business and renewal proposals and presentations
  • Serves as a liaison between client account team and executive members.
  • Account servicing, such as nonpayment notices and enrollment packets
  • Manages calendar, scheduling and organizing meetings.
  • Maintains paper and electronic filing and retrieval systems.
  • Learns and becomes proficient with all office systems including Benefit Point, Salesforce, AMS360, and Worksmart.
  • Keeps track of all meetings and sales generated by the Production team and follow up to ensure proper documentation in Salesforce.
  • Take notes/minutes of meetings as needed.
  • Maintain procedures and policies for workflows.
  • Other functions may be assigned as business conditions change.


Job Requirements

  • Bachelor’s degree (good performance in any field of study) preferred; and three to five years of related experience in an administrative role; or equivalent combination of education and experience
  • Possess excellent verbal and written communication skills and exceptional interpersonal communication skills
  • Possess great organizational skills and very strong attention to detail.
  • Proficient computer skills, in particular, advanced proficiency in Microsoft Office Word, Excel, PowerPoint and Outlook
  • Ability to apply concepts of basic accounting; able to calculate figures and amounts such as discounts, interest, commissions, pro-rata, percentages and volume.
  • Ability to work with detailed, complex and sensitive materials and exercise considerable judgment and human relation skill
  • Ability to effectively establish rapport, present information and respond to questions from managers, employees, and clients
  • Ability to multi-task and maintain organization in a fast-paced, changing environment
  • Demonstrate the ability to solve and define practical problems, collect data, establish facts and draw valid conclusions
  • Ability to write reports and business correspondence