Oliver Wyman Actuarial Consulting - Executive Assistant - Milwaukee , WI

Executive Assistant

The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk. Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casual.

Oliver Wyman Actuarial Consulting is seeking an organized and enthusiastic Executive Assistant to support up to 3 Partners. This a hybrid role that requires 3 days per week in our office. There is no option to be fully remote.

Key Responsibilities:

• Business Development
• Build relationships with clients and client EAs
• Understand the business goals and objectives of each supported Partner and help to push them forward proactively
• Maintain and update current list of contacts and business activities in CRM database
• Track and maintain sales activity/pipeline with each Partner
• Proactively spot clients that haven't been called upon and/or who need follow up
• Execute requested follow-up calls for client mailings
• Assist the Marketing Department with the co-ordination of customized mailings
• Prepare letters, proposals and other documents using Oliver Wyman formatting styles
• Calendaring
• Maintain diaries for Partners, scheduling internal and external meetings, communicating with clients and infrastructure staff as appropriate
• Proactively spot opportunities to add internal and external meetings; interviews, staff meetings, follow up
• Assist with scheduling for complex projects as requested by the Partner and/or project team
• Travel Arrangement
• Coordinate travel and accommodation, book cars, rail tickets, etc.
• Develop understanding of Partner scheduling and travel preferences
• Coordinate travel efficiently by grouping client meetings where possible ("you're in Paris to see XYZ Company, shall I try to set up a meeting with X Company because we haven't spoken to them for three months")
• Daily administration
• Work with HC to obtain work permits and visas
• Manage documents and project deliverables when requested
• Notify staffing and Practice EAs of extensions/re-negotiations
• Manage storage or disposal of confidential client information
• Act as central point of contact for all assigned Partner administrative needs, liaise with other support departments as necessary
• Timesheet and Expense Reporting
• Prepare weekly timesheets for each assigned Partner
• Prepare all expense reports and/or delegate to a team assistant when necessary
• Team Support
• Provide coverage for EAs who are out of the office to ensure seamless support to Partners
• Provide short-term coverage for Partners who may be in the midst of an EA assignment transition or who are new to the Firm
• Provide training and support to new EAs
• Participate in team meetings and projects with an eye to improving processes and the overall performance of the EA team

Experience Required:

• Bachelor's degree preferred
• At least 3 years' experience at working in an administrative or customer service position.
• Experience in financial services, management consultancy and/or a professional services environment a plus

Technical Skills:

• Excellent Word, PowerPoint and Excel skills
• Expert knowledge of Outlook
• Knowledge of Salesforce a plus, but not necessary

Skills and Attributes:

• Problem solver able to work with other teams and staff members effectively to reach a viable solution and goal
• Strong service focus dedicated to meeting the expectations of all staff through securing effective relationships with clients and executing deliverables to the highest standards.
• Excellent communicator and negotiator able to deal effectively with people at all levels across a multicultural environment
• Maturity, poise and judgment
• Ability to maintain and respect confidentiality
• Ability to think strategically and contribute to development of departmental model
• One who takes constructive feedback in stride and incorporates feedback quickly
• Ability to manage a heavy work volume and meet deadlines in an extremely fast paced environment
• Ability to undertake projects and produce quality and timely results
• Self-starter, strong initiative, confidence and ability to work with little guidance
• Collaborative team player
• Positive attitude, sense of fun: is collegial and friendly
• Ability to juggle several tasks at once, to prioritize and manage own time - Not a clock watcher or someone who is unwilling to step outside their job description
• Methodical, organized and excellent attention to detail
• Flexible attitude; embraces change, hard-working, cost conscious and results driven