MarshBerry · 4 hours ago
Senior Administrative Assistant
Cleveland, OH
Full-time
Hybrid
Mid, Senior Level
3+ years expMarshBerry is a growing company that provides consulting services in the financial services industry. They are seeking a Senior Administrative Assistant to provide professional administrative support and value-added service to internal and external clients, including meeting coordination, client correspondence, and maintaining reports.
Financial ServicesManagement Consulting
Responsibilities
Serve as a central support resource on the Administrative Services team, enabling consistent, high-quality administrative execution across business units
Manage and traffic-control the company’s Administrative Services help desk ticketing system, ensuring deadlines, deliverables, and standards are met
Update the Client Relationship Management (CRM) software, Salesforce, as needed with relevant information, including but not limited to, adding new accounts/prospects and handling initial research/prioritization
Provide biannual support to the Connect Team as a Strategic Interest Group (SIG) administrator and by supporting other program needs through administrative coordination, including but not limited to, presentation material preparation, presentation auditing and list management
Develop, maintain, and improve administrative workflows, SOPs, templates, and documentation to drive efficiency and consistency
Support continuous improvement initiatives by analyzing administrative processes and proposing scalable enhancements
Act as a subject-matter expert for select administrative processes, tools, and best practices within the organization
Support in-office event and meeting coordination in conjunction with the MarshBerry Facilities Team
Assist in coordination of internal and external meetings. This may include support with agenda preparation, presentation preparation, material preparation, communications, recording meeting minutes, distributing takeaways and action items, and additional tasks as assigned
Communicate effectively to both internal and external clients through written correspondence, email, and phone
Provide overflow and backup support to Administrative Services team members during peak periods, employee leaves, or business-critical initiatives
Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services
Special assignments or other projects as assigned
Qualification
Required
High School diploma required
Minimum of three to five years administrative experience
Proficient with technology including Microsoft Word, Excel, PowerPoint, Access, or similar database
Analytical, proactive problem-solving skills
Team oriented mentality
Exceptional written and verbal communication skills
Excellent organization skills
Ability to multi-task and prioritize responsibilities
Adaptable and customer service oriented
Preferred
College degree (A.A.,+ degree or equivalent) is a plus
Certification or advanced administrative training preferred
Experience in financial services, insurance, consulting, or related industries preferred
Sales support experience strongly preferred
Office management and facilities management experience preferred
Advanced knowledge of Microsoft Office especially Excel and PowerPoint is strongly preferred
Experience with Client Relationship Management (CRM) systems strongly preferred
Salesforce experience strongly preferred
Company
MarshBerry
MarshBerry is a management consulting firm.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2025-09-10Acquired
2022-01-18Private Equity
Leadership Team
Kris Figueroa
Chief Financial Officer
Allison Dassani
Director, Chief Operating Officer of Financial Advisory
Recent News
2025-10-09
Company data provided by crunchbase