FM · 1 day ago
Senior Administrative Assistant
Walnut Creek, CA
Full-time
Onsite
Senior Level
$29/hr - $41/hr
5+ years expFM is a leading property insurer of the world's largest businesses, providing risk management and property insurance solutions. They are seeking a highly organized and strategic individual to support the administrative aspects of the Client Service Team and other related teams.
FinanceFinancial ServicesInsuranceRisk Management
Responsibilities
Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders
Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:
Complex calendar management
Event planning - all logistics from start to finish
Expense reports
Maintain files and records
Purchasing supplies
Tracking invoices and budgets
Tracking Client Service Team processes
Travel itineraries
Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed
Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions
Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc
Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers
Maintain electronic filing systems, contact databases, various tracking worksheets, etc
Foster a collaborative and responsive work environment with management and team members
Assist and back up the executive assistant and other administrative assistants, when needed
Perform any additional duties requested by management
Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support
Meticulous attention to detail, highly organized, and strong problem-solving skills
Strategic planning abilities with strong calendar and deadline management
Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude
Excellent written and verbal communication skills
Proven experience in event planning from concept to completion
Strong interpersonal skills with the ability to build professional internal and external relationships
Leadership capabilities to support and guide other administrative staff
Trusted to handle confidential information with integrity and discretion
Creative skills in designing visual materials and promotional content using diverse tools
Qualification
Required
Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders
Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to: Complex calendar management, Event planning - all logistics from start to finish, Expense reports, Maintain files and records, Purchasing supplies, Tracking invoices and budgets, Tracking Client Service Team processes, Travel itineraries
Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed
Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions
Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc
Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers
Maintain electronic filing systems, contact databases, various tracking worksheets, etc
Foster a collaborative and responsive work environment with management and team members
Assist and back up the executive assistant and other administrative assistants, when needed
Perform any additional duties requested by management
Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support
Meticulous attention to detail, highly organized, and strong problem-solving skills
Strategic planning abilities with strong calendar and deadline management
Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude
Excellent written and verbal communication skills
Proven experience in event planning from concept to completion
Strong interpersonal skills with the ability to build professional internal and external relationships
Leadership capabilities to support and guide other administrative staff
Trusted to handle confidential information with integrity and discretion
Creative skills in designing visual materials and promotional content using diverse tools
Associate's or Bachelor's degree
Preferred
Bachelor's degree
Minimum of 5+ years of administrative experience and event planning
Company
For nearly 200 years, FM has empowered businesses worldwide to manage risk, prevent loss, and build resilience.
5001-10000 employees
H1B Sponsorship
FM has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (53)
2024 (20)
2023 (55)
2022 (65)
2021 (35)
2020 (33)
Funding
Current Stage
Late StageTotal Funding
$8.04M2010-05-05Series Unknown· $8.04M
Leadership Team
M
Mike Lebovitz
Retired
Recent News
2025-11-04
Business Wire
2025-10-16
Company data provided by crunchbase