Executive Coordinator - Retirement Services Team

Executive Coordinator – Retirement Services Team

3+ years industry/applicable experience with bachelor’s degree and strong technical expertise in retirement plan design/administration
Excellent communication skills, including advanced writing and presentation skills
Proficiency in Microsoft Office Suite

Work with department head to expand Retirement/Individual Non-Medical Practice regionally and expand Individual Life practice; internal marketing/dept meetings/communications
Assist Regional Executive Vice President with all administrative needs (Concur, travel, calendaring, etc…); Anticipate needs/proactive approach/provide updates on projects and requests
Assist Regional Executive Vice President with ongoing client/prospect needs and requests; Salesforce entry/Prospect Coordination
Strategic/Operational partner with Retirement Service, Individual Non-Medical and Medicare teams; Thought partner
Plan webinars, events and trainings as it pertains to these departments; annual events/team building/department celebrations
Implement initiatives provided by the Regional Executive Vice President/Department leaders
Create content and participate in department meetings; keep all department projects on track
Schedule meetings and appointments as needed for departments
Coordinate executive communications, including taking calls, responding to emails and interfacing with colleagues/clients/carriers
Coordinate sponsorships and non-profit events
Prepare internal and external corporate documents for team members and industry partners
Maintain an organized filing system of paper and electronic documents
Uphold a strict level of confidentiality
Other department needs as priorities arise; This is a fast growing and dynamic team that requires flexibility and someone who is willing to take on new tasks

Strong industry knowledge regarding service providers, plan design, industry trends, etc. preferred