Unison Risk Advisors · 22 hours ago
Administrative Assistant - Group Benefits
Cleveland, Ohio, United States
Full-time
Hybrid
Entry, Mid Level
1+ years expUnison Risk Advisors is seeking an Administrative Assistant to provide general administrative and clerical support for the Co-Managing Directors. The role involves managing schedules, coordinating meetings, and performing various clerical duties to assist in the smooth operation of the department.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Exercises the greatest degree of discretion in the handling and dissemination of confidential and highly sensitive information
Operates a personal computer to input and retrieve data; operates office machines such as a copier and calculator; performs printing, photocopying, data assembly and binding
Initiates and/or assists in projects utilizing MS Office Suite including Word, Excel and PowerPoint; word processes and distributes outgoing correspondence including department communications, memos, email and faxes; involved in the preparation of RFPs and client presentations
Performs data entry/management for information management systems (CRM or other systems) including contacts, meeting notes, follow-up actions and reports; may create and maintain database information and spreadsheet files
Obtains and assembles market/prospect information for use by the business unit/department; conducts research, compiles summaries and types statistical reports as needed
Coordinates manager's schedule and establishes appointments; may answer and screen manager's telephone calls including confidential inquiries; arranges conference calls
Greets scheduled visitors and accompanies the individual to the appropriate person or area
Coordinates and arranges business unit/department meetings; prepares agendas, meeting materials, reserves and prepares facilities; may record and transcribe meeting minutes
Arranges programs, special events, conferences, or webinars; contracts facility and caterer as needed, issuing information or invitations, coordinating speakers and controlling budget; ensures project specifics are executed on schedule and within prescribed budget
Sorts, prioritizes and distributes incoming mail; locates and attaches appropriate file to correspondence to be answered by manager; prepares overnight shipping packages
On occasion acts as project manager on special assignment, which may include the planning and coordination of multiple presentations, disseminating information and organizing company-wide events
Organizes and maintains file system and archives; files correspondence and other records; makes copies of correspondence or other printed materials
Arranges detailed travel plans, reservations, schedules and itineraries; compiles documents for travel-related meetings; prepares expense reports
Orders and maintains office supplies as needed
May provide direct assistance to clients of Oswald Companies or carriers/service providers seeking information or adjustments in support of account needs
May coordinate charitable gifting or other involvement activities in support of client, non-profit, community or civic organizations
Participates in proactive team efforts to achieve departmental and company goals
Complies with all safety policies, practices and procedures; reports all unsafe activities to supervisor and the Human Resource Department
Qualification
Required
Associate degree in business from a four-year college or university and one to five years or more of related experience or the equivalent combination of education and experience
Demonstrated experience supporting a business manager or team required
Demonstrated experience holding a multi-tasking position required
Exhibits executive presence and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers
Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints
Possess strong knowledge of Oswald's company culture, strategic alignments, and organizational awareness across departments
Possesses critical thinking skills to review project information
Able to work collaboratively with internal stakeholders, be a team player and exhibit a positive attitude
Possesses strong oral and written skills and communicates effectively
Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables and is highly responsive to internal and external stakeholders' needs and requests
Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant
Proficiency with Microsoft Office Suite
Benefits
401K
Company
Unison Risk Advisors
Unison Risk Advisors is committed to an independent brokerage service model guided
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Peloton Capital Management
2022-03-16Private Equity
Recent News
2025-08-01
2025-05-01
2025-05-01
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