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Executive Administrative Assistant - Actuarial Department (HYBRID) jobs in United States
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Equitable · 16 hours ago

Executive Administrative Assistant - Actuarial Department (HYBRID)

Equitable is a company dedicated to helping clients secure their financial well-being. They are seeking an Executive Administrative Assistant to provide high-level administrative support to the Chief Actuary and the Senior Actuarial Leadership Team, requiring strong judgment and attention to detail.
FinanceBankingConsultingFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Manage complex, high-volume calendar for the Senior Actuarial Leadership Team, coordinating with other Administrative Assistants to balance competing priorities, client engagements, leadership meetings, and finance-Actuarial deadlines
Coordinate meeting logistics, including agenda preparation, material distribution, action-item tracking, and follow-up documentation
Manage end-to-end expense administration for Chief Actuary, as assigned, members of Senior Actuarial Leadership Team, including timely submission, tracking, and reconciliation of expense reports
Review expenses for accuracy, proper documentation, and compliance with company travel and expense policies prior to submission
Coordinate with Finance, Accounts Payable, and Travel teams to resolve discrepancies, address exceptions, and ensure timely reimbursement
Track recurring and ad-hoc expenses, maintain supporting records, and provide summaries or documentation for audits and leadership review as requested
Support budgeting and cost-control efforts by monitoring expense trends and proactively flagging issues or variances to leadership
Prepare, edit, and format actuarial and financial correspondence, presentations, reports, and related materials with a high level of accuracy, confidentiality, and professionalism
Maintain electronic files and records in accordance with company policies, governance standards, and regulatory requirements
Assist in compiling information for management reports, audits, and leadership reviews as requested by Senior Actuarial Leadership Team
Handle sensitive actuarial, financial, and personal information with the highest level of confidentiality and integrity
Support adherence to internal controls, compliance standards, and record-retention requirements
Support Actuarial office operations by coordinating administrative systems, tools, and supplies
Contribute to special projects, process improvement initiatives, and overflow administrative work related to Actuarial operations
Anticipate administrative needs and proactively support leadership and team priorities
Build and maintain effective working relationships with other business areas
Coordinate with team members for event planning and execution

Qualification

Executive administrative experienceMicrosoft 365 proficiencyActuarial terminology familiarityConfidential information handlingInterpersonal relationshipsManaging multiple prioritiesOffice administrationProblem solving

Required

7+ years of executive administrative experience supporting C-suite and/or senior executives, ideally in financial services, insurance, and/or banking
Proficiency in Microsoft 365 (Outlook, Teams, Excel, PowerPoint, Word)
Ability to manage multiple priorities with accuracy and attention to detail
Demonstrated ability to handle confidential information with discretion
High degree of professionalism, judgment, and problem‑solving capability

Preferred

Experience supporting actuarial, finance, and/or risk leaders
Familiarity with actuarial terminology, regulatory reporting cycles, or financial planning processes

Benefits

Medical
Dental
Vision
A 401(k) plan
Paid time off

Company

Equitable

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Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

H1B Sponsorship

Equitable 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 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)

Funding

Current Stage
Late Stage

Leadership Team

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Mark Pearson
CEO and President
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Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
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Company data provided by crunchbase