Ascensus ยท 4 days ago
Executive Assistant and Office Coordinator
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Executive Assistant and Office Coordinator is responsible for providing confidential administrative support to the Executive Team while managing general office duties and fostering a welcoming work environment.
ConsultingRetirementTraining
Responsibilities
Completes complex administrative projects and resolves complex support issues
Performs confidential, executive administrative support functions including answering phones for various Executive team members including CEO as needed
Receives and screens telephone calls, professionally greets visitors, answers questions and furnishes information including referring individuals and/or issues to appropriate parties
Prepares letters, correspondence and memoranda for review including editing grammar, punctuation and spelling while ensuring internal consistency and conformance with Ascensus standards
Produces various regular reports, gathers and summarizes data, and prepares presentations using the appropriate software for word processing, graphics and spreadsheets
Organizes and expedites flow of work and initiates any follow-up action
Handles all travel and prepares expense reports
Schedules and coordinates meetings including technology and catering needs, including conferences
Timely set up/cleanup of conference rooms for meetings, including technology and other materials
Serves as the primary point of contact for general office inquiries and facility-related issues
Organizes and maintains files of correspondence and records, follows up on pending matters
Coordinates the setup of employee badges and access credentials, conducts office tours and ensures new employees are warmly welcomed and properly oriented
Maintains the appearance and organization of common areas, including the reception area and all conference rooms
Monitors and manages inventory of office/breakroom supplies and places orders as needed
Assists with planning and coordinating team-building activities, holiday events, and other associate engagement initiatives. Collaborate with internal stakeholders, and coordinates event logistics
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Qualification
Required
Responsible for providing confidential administrative support to members of the Executive Team along with fulfilling general office duties while fostering a welcoming and efficient work environment
Communicates effectively with stakeholders at all levels in the organization, industry and community
Possesses an understanding of the roles for which they provide support in addition to the operations and procedures of the departments and overall organization
Completes complex administrative projects and resolves complex support issues
Performs confidential, executive administrative support functions including answering phones for various Executive team members including CEO as needed
Receives and screens telephone calls, professionally greets visitors, answers questions and furnishes information including referring individuals and/or issues to appropriate parties
Prepares letters, correspondence and memoranda for review including editing grammar, punctuation and spelling while ensuring internal consistency and conformance with Ascensus standards
Produces various regular reports, gathers and summarizes data, and prepares presentations using the appropriate software for word processing, graphics and spreadsheets
Organizes and expedites flow of work and initiates any follow-up action
Handles all travel and prepares expense reports
Schedules and coordinates meetings including technology and catering needs, including conferences
Timely set up/cleanup of conference rooms for meetings, including technology and other materials
Serves as the primary point of contact for general office inquiries and facility-related issues
Organizes and maintains files of correspondence and records, follows up on pending matters
Coordinates the setup of employee badges and access credentials, conducts office tours and ensures new employees are warmly welcomed and properly oriented
Maintains the appearance and organization of common areas, including the reception area and all conference rooms
Monitors and manages inventory of office/breakroom supplies and places orders as needed
Assists with planning and coordinating team-building activities, holiday events, and other associate engagement initiatives
Collaborates with internal stakeholders, and coordinates event logistics
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always
Benefits
401(k) match
Medical
Dental
Vision
Paid-Time-Off
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
H1B Sponsorship
Ascensus 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 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
Company data provided by crunchbase