Oswald Companies · 4 hours ago
Senior Administrative Assistant - Group Benefit
Cleveland, OH
Full-time
Onsite
Mid, Senior Level
1+ years expOswald Companies is a 129-year-old independent, employee-owned company that creates a world of protection around the lives and businesses of their clients. The Senior Administrative Assistant is responsible for providing general administrative and clerical support for the Co-Managing Directors, performing a wide variety of advanced clerical duties, and relieving unit leaders of selected administrative work.
Financial ServicesInsurance
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
All other duties as assigned
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. Performs other duties as may be assigned
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
Performance-based annual incentive program
Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings
Paid time off annually and a sabbatical at every 10-year service anniversary
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level
Company
Oswald Companies
Oswald Companies is an independent insurance brokerage firm.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2020-12-08Acquired
Leadership Team
Robert Klonk
Chairman and Chief Executive Officer
Recent News
Seattle TechFlash
2025-09-22
2025-05-01
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