What are the responsibilities and job description for the Executive Assistant position at Lockton, Inc.?
The Executive Assistant provides administrative support to our Reinsurance Sales Professionals by managing calendars, making travel arrangements, setting up meetings, completing expense reports, and other assigned duties including signatory page management.
Position responsibilities
- Prepare a variety of correspondence, reports, spreadsheets, and other documents, ensuring proper format, grammar, spelling, and punctuation
- May answer and handle telephone calls for Brokers when they are out of the office, as appropriate
- Support our brokers with signatory page management; Following up with clients to ensure documents are signed and received.
- Responsible for all expense report related activities such as receipt collection and follow-up, preparation and submission of expense reports, and credit card billing reconciliation
- Maintain calendars and schedule meetings and appointments, as requested. Arrange for meeting rooms, food/beverages, lunch reservations, etc., as necessary
- Arrange all phases of travel for Brokers; maintain records, itineraries, and travel credits
- Coordinate registration requirements for meetings/conferences
- Create and maintain files of correspondence and other records, processing files for dead storage, as necessary
- Communicate positively to contribute to a cohesive, pleasant work environment
- Comply with Lockton procedures and policies
- Perform other work-related duties as assigned
Position qualifications
- Bachelor’s degree in a business-related program or equivalent education and/or experience preferred
- Three to five years of previous administrative and/or sales support experience supporting a minimum of two individuals required
- Proficiency in the use of Microsoft Word, Excel, and Outlook required, PowerPoint desired
- Strong attention to detail required
- Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor
- Organizational and time management skills to prioritize workload and meet deadlines required Must be results-oriented with the ability to change priorities as needed
- Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
- Must have the ability to work independently and use good judgment in recognizing scope of authority and urgency
- Demonstrated ability to follow through promptly on tasks to their completion
- Legally able to work in the United States
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