Administratively support the expanding IMO channel through: Coordinating calendar events, processing expenses, order supplies, and booking travel arrangements for the VP, IMO Relationship Management.
Operate with authority in managing the VP’s calendar to determine who has appointment access and what meetings are prioritized.
May need to review email inbox to identify deadlines and high priority matters.
Participate in IMO Channel project teams and support IMO initiatives with administrative management.
Assist with preparing meeting agendas and generate action items/takeaways.
Coordinate calendar events, process expenses, order supplies, and book travel arrangements for the VP, Internal Sales.
Responsible for generating, owning, and communicating Individual Retirement Strategies administrative reporting. This includes, but is not limited to: Organizational corporate card reporting, Business Compliance Review (BCR) rejection reporting, Sales leadership report outs/scorecards, Internal Sales channel hierarchy, Sales territory maps, Organizational charts, SOPs, etc.
Assist with the Market Metrics Sales Force Satisfaction and Effectiveness annual survey process.
Participate in organizational Records Management activities for Sales, and support our Records Administrators as needed.
Be an expert in Travel & Entertainment and Gifts & Entertainment policies for Individual Retirement Strategies.
Communicate sensitive information to executive leadership and/or external sources. The role may often handle confidential information.
Backup support for our expense BCR team, promotional item invoicing process, and our Marketing Reimbursement process as needed.
Assist in coordination of events and conferences with internal and external partners, as needed.
Must be willing to travel to our Retirement Strategies sites and/or conferences to support on-site meetings and initiatives, as needed.
Participate in cross-channel backup, cross-training, and ad-hoc project work.
Requirements
Three or more years of experience in executive or administrative support
Excellent technology skills, specifically with AI tools, Microsoft Word, Excel, Outlook, and PowerPoint.
Professionalism and discretion in handling highly sensitive and confidential information
Ability to make accurate and timely administrative decisions.
Excellent organizational skills, attention to detail, strong proofreading capabilities, with excellent written and oral communication with executive leadership.
Ability to develop relationships and operate in a team environment.
Ability to simultaneously work independently and manage multiple priorities especially under tight time constraints.
Benefits
Medical, dental, vision, life insurance, disability insurance
Paid Time Off (PTO)
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
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