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American National · 1 day ago

Executive Assistant

US NY - New York City

Full-time

Onsite

Senior Level

$73K/yr - $101K/yr

5+ years exp

American National is a subsidiary of Brookfield Wealth Solutions, Ltd., focused on wealth protection and retirement services. They are seeking an Executive Assistant to act as a primary contact for executives, manage calendars, and facilitate communication and workflow efficiently.

Auto InsuranceFinancial ServicesHealth CareHealth InsuranceInsuranceLife Insurance

No H1B

Responsibilities

Act as a primary point of contact on behalf of the executives, independently prioritizing and responding to internal and external inquiries

Serves as an extension of executive leadership by facilitating workflow, information flow and decision readiness

Exercise discretion and judgement in determining which matters require executive attention versus those that can be resolved independently

Represent the executives with professionalism in meetings, communications and interactions

Own executive calendar strategy, independently evaluating, prioritizing and negotiating meeting requests to align with business priorities

Make judgement-based decisions regarding scheduling conflicts, deadline impacts, and shifting priorities without requiring direct instruction

Anticipate future scheduling needs based on business, travel and organizational needs or changes

Independently plan and manage complex domestic and international travel, making cost and timing decisions

Own expense management for executives and their direct reports which includes reconciliation and submission, ensuring compliance with company policies while exercising judgement in resolving discrepancies before expenses are sent in or approved

Planning, coordination and contract negotiation for all offsite meetings

Review invoices, contracts and expense related documentation for accuracy and appropriateness prior to approval or escalation

Creating new requisitions in Oracle accounting system to generate purchase orders for processing all invoices

Capture and prepare meeting minutes, distribute, and follow up on outstanding action items ensuring timely follow up and execution

Develop, document and improve administrative processes to increase executive and organizational effectiveness

Manage executive-related projects, timelines and deliverables following up with stakeholders and driving completion

Identify operational risk or inefficiencies and recommend solutions proactively

Handle highly confidential and sensitive information, including personnel, legal, financial and strategic business matters, using discretion and sound judgement

Determine appropriate levels of information sharing based on context, audience and risk

Build and maintain strong relationships with senior leaders, board members, clients and external partners

Comfortable with producing clear written correspondences

Stay informed of organizational priorities to anticipate needs and adjust support accordingly

May provide support to other administrative team members

Qualification

Administrative experienceBusiness acumenOrganizational skillsConfidential information handlingCommunication skillsProblem-solving skillsIndependent judgementProfessional discretionAdaptabilityTeam player