Hybrid Executive Assistant, Retirement Strategies

Posted 2 weeks ago

Apply now

About the role

  • Deliver high-level administrative support to VPs and Strategic Relationship Managers to help drive profitable growth
  • Coordinate logistics for meetings and events (in person and virtual) including scheduling, coordinating meals, inviting attendees, booking conference rooms
  • Schedule CE through QuestTrack system and send final report
  • Ensure activities adhere to corporate Gift and Entertainment guidelines and submit data to STAR Compliance when necessary
  • Submit BIOs and presentations for MRU approval
  • Process T&E vouchers via iExpense and submit invoices to Accounts Payable and track through completion
  • Arrange travel via online booking tool CWT
  • Complete broker/dealer firm specific reporting requirements
  • Order office supplies and promotional items

Requirements

  • Excellent interpersonal communication skills with the ability to partner effectively and professionally with all levels in the organization
  • Team player with the ability to work independently and prioritize work in a fast-paced environment
  • Proficiency in Microsoft Office suite
  • Strong organizational and time-management skills, attention to detail and the ability to stay abreast of rapidly changing information
  • Ability and willingness to work with change and ambiguity
  • Must exercise sound judgment, discretion, and always maintain a high level of confidentiality
  • High School Diploma or GED equivalent required
  • An associate’s or bachelor’s degree or minimum of 3 years in a related field is a plus
  • Familiarity with Prudential enterprise systems and applications is a plus

Benefits

  • Market competitive base salaries, with a yearly bonus potential at every level
  • Medical, dental, vision, life insurance
  • Disability insurance
  • Paid Time Off (PTO)
  • Parental and military leave
  • 401(k) plan with company match (up to 4%)
  • Company-funded pension plan
  • Wellness Programs including up to $1,600 a year reimbursement for personal wellbeing items
  • Work/Life Resources (parenting, housing, senior care, finances, pets, legal, education, mental health, career development)
  • Education Benefit for college enrollment and accredited certificate programs
  • Employee Stock Purchase Plan (purchase at 85% of lower of two prices after one year of service)
  • Eligibility to participate in a discretionary annual incentive program

Job title

Executive Assistant, Retirement Strategies

Job type

Experience level

Mid levelSenior

Salary

$59,300 - $88,300 per year

Degree requirement

High School Diploma

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job