MarketSource Inc.

Executive Assistant

• Complete administration support to President
• Provide support to enable the effectiveness of the Executive Team through the provision of a broad range of administration activities
• Efficiently perform general office duties including typing, filing, scanning, faxing, email, and phone in an executive office environment
• Maintain and coordinate Outlook calendars for multiple executives
• Plan, manage and attend to the President’s calendar, emails, visitors and phone calls
• Assist with the completion of necessary statistical reports as requested
• Coordinate domestic and foreign travel arrangements for various levels of operations, including appropriate approvals and expense report processing
• Code and process business expenses
• Coordinate conference calls, events, conferences, and all meetings
• Effectively communicate and work with all levels of management maintaining a high level of confidentiality
• Prepare all documentation required for meetings and take minutes when required
• Prepare reports and presentations when required
• Develop and maintain strong internal and external relationships
• Compile statistical information as requested
• Assist with ad hoc administration duties that are consistent with the role
• Partner with Communications when it pertains to Executive correspondence
• Travel to meetings as needed
• Provide a high-level support of Executives of varying levels for various processes, activities, and other tasks
• Maintain up to date organizational charts
• Partner with event planner at large internal or client meetings to include but not limited to badge creation, supply ordering and shipment of awards.

Compliance

• Support the Director of Risk and Compliance in embedding a culture of compliance awareness
• Ability to lead and train staff on internal control standards and procedures
• Implement and manage internal controls to ensure consistent processes and procedures
• Ensure compliance with regulatory obligations including in regulated industries such as health insurance, healthcare, and financial services, while applying a commercial and practical approach to risk-based solutions
• Ensure the organization’s sales practices, training, and marketing comply with applicable regulations
• Establish systems and metrics to monitor the status of identified risk areas
• Work alongside and collaborate with the Director of Risk and Compliance to develop, lead, and drive engagement of the Compliance team’s internal controls to maximize effectiveness and ensure compliance with licensing, renewal, and continuing education requirements
• Establish and drive various audits, quality assurance services, licensing, auditing and reporting, and other appropriate procedures to ensure compliance with regulatory and contractual provisions as well as internal policies
• Manage the successful delivery of compliance projects (audits, etc.) to the organization
• Partner with Financial Operations, Legal, Allegis Compliance/Risk Management, Human Resources, Technology Solutions, and Executive Leadership on all relevant areas of risk
• Provide leadership, development, and coaching to direct reports

Manager, Compliance

Program Manager

• Plan and direct the program’s activities to achieve financial and performance targets mutually established by MarketSource and the client
• Direct functions and performance within the program, including oversight and monitoring of employee activity
• Manage client commitments and expectations
• Monitor Program objectives and provide critical performance feedback to the client and leadership
• Coach and develop team members to drive performance and exceed program goals and objectives
• Develop and implement processes to measures and drive performance
• Provide analysis for ad-hoc executive management reporting
• Coordinate contingency plans supporting business continuity when employees are unavailable for extended periods of time
• Manage Program Profit & Loss
• Perform regular financial and program reviews with client’s management staff and MarketSource
• Manage and direct staff including recruitment, selection, and development to achieve Company goals and objectives
• Define, plan, communicate, and measure employees on team objectives associated with effective territory management within, and in conjunction with, program initiatives
• Instill a strong operating rhythm within the team that fully leverages the CRM tool for account management, forecasting, and reporting
• Manage established processes associated with performing employee performance reviews, hiring, promoting, terminating, and disciplining employees
• Ensure effective control of results, and takes corrective actions to guarantee that achievement of objectives fall within designated expectations
• Assist team with maintaining relationships, negotiating, and closing opportunities
• Train team on necessary skills, tools utilization, product information, and business intelligence