Executive Assistant

• Administratively support the expanding IMO channel through: Coordinating calendar events, processing expenses, order supplies, and booking travel arrangements for the VP, IMO Relationship Management.
• Operate with authority in managing the VP’s calendar to determine who has appointment access and what meetings are prioritized.
• May need to review email inbox to identify deadlines and high priority matters.
• Participate in IMO Channel project teams and support IMO initiatives with administrative management.
• Assist with preparing meeting agendas and generate action items/takeaways.
• Coordinate calendar events, process expenses, order supplies, and book travel arrangements for the VP, Internal Sales.
• Responsible for generating, owning, and communicating Individual Retirement Strategies administrative reporting. This includes, but is not limited to: Organizational corporate card reporting, Business Compliance Review (BCR) rejection reporting, Sales leadership report outs/scorecards, Internal Sales channel hierarchy, Sales territory maps, Organizational charts, SOPs, etc.
• Assist with the Market Metrics Sales Force Satisfaction and Effectiveness annual survey process.
• Participate in organizational Records Management activities for Sales, and support our Records Administrators as needed.
• Be an expert in Travel & Entertainment and Gifts & Entertainment policies for Individual Retirement Strategies.
• Communicate sensitive information to executive leadership and/or external sources. The role may often handle confidential information.
• Backup support for our expense BCR team, promotional item invoicing process, and our Marketing Reimbursement process as needed.
• Assist in coordination of events and conferences with internal and external partners, as needed.
• Must be willing to travel to our Retirement Strategies sites and/or conferences to support on-site meetings and initiatives, as needed.
• Participate in cross-channel backup, cross-training, and ad-hoc project work.

Executive Assistant

Executive Assistant

Executive Assistant

Executive Assistant

Senior Assistant Buyer – Supplements and Fitness

HR Generalist, Executive Assistant