Executive Assistant

Executive Assistant

MarshBerry is growing! We are seeking an Executive Assistant to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Position Summary: MarshBerry is currently seeking an Executive Assistant for our Investment Banking & Consulting team in Beachwood, OH. The Executive Assistant will provide professional support and value-added services to MarshBerry executives and team members. Responsibilities include managing and maintaining calendars, scheduling and coordinating client meetings, communicating with clients to determine needs and suggesting solutions, facilitating travel, meetings and off-site events, preparing client ready reports and presentations. The Executive Assistant will provide some office management and general administrative support as needed. The Executive Assistant will work a hybrid schedule out of our Woodmere, OH office. The individual will work onsite Monday through Thursday, with the option to work remotely on Friday's. This individual will report into our Administrative Services Manager.

Responsibilities:

• Provides high-level administrative support to company executives and team members.
• Maintains smooth operations during their frequent travels and assures uninterrupted communication between staff and clients.
• Reads and analyzes incoming communications, submissions, and reports to determine their significance and plans their distribution.
• Evaluates correspondence and responds to incoming confidential matters for executives and team members.
• Manages and maintains schedules; research, plan and make travel arrangements.
• Coordinates travel for executives and clients as needed.
• Complete expense reports.
• Coordinates internal and external meetings; prepare agenda, communicate details, and attend meetings as required to record and distribute minutes.
• Performs complex and confidential administrative functions including developing, compiling and preparing various client ready reports, memos and letters. As well as format reports and presentations resulting in error free documents.
• Prepares responses to client and internal correspondence; review, prioritize and respond to email.
• Maintains client information and records.
• Keeps client relationship management system (CRM) up to date with important client information.
• Manages billing and commission tracking for projects in CRM.
• Reviews operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures or expenditures.
• Provides back up support to administrative support team as needed and assists with completion of AdminDesk tickets.
• Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Additional responsibilities and projects as assigned.

Selection Criteria Education & Experience: High School diploma required, college degree helpful (A.A, + degree or equivalent). Certification or advanced administrative training preferred. Minimum of 7-10 years of executive office administration. Office management experience preferred. Experience in financial services, insurance and/or consulting is a plus. Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database. Advanced knowledge of Microsoft Office especially Excel and Power Point is strongly preferred. Experience with Client Relationship Management (CRM) systems.

Other:

• Accountability: Ability to accept responsibility and be accountable for actions and conduct
• Confidentiality: maintains confidentiality of proprietary information as well as internal and external communication
• Team oriented: Positive and professional, able to show consideration for and maintain good working relations with co-workers remains open to others' ideas and exhibits willingness to try new things
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Excellent spelling, grammar as well as good phone skills
• Exceptional organizational skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures
• Ability to multitask; able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines, along with capacity to work under pressure to create accurate results, demonstrating accuracy and thoroughness and monitors work to ensure quality
• Self-motivated: Self-starter with ability to prioritize make appropriate decisions.
• Ability to lift up to 25 pounds.

Working at MarshBerry

Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

MarshBerry has been recently awarded the following:

• Crain's Best Employers in Ohio
• The Nation's Best and Brightest in Wellness
• North Coast 99 Top Work Places The Plain Dealer
• Weatherhead 100 West Michigan's Best and Brightest Companies to Work for

To learn more about MarshBerry, visit

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.