Executive Assistant Lead
Gusto
Executive Assistant, Retirement Strategies
Prudential Financial
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Minnesota, New York, Oklahoma, Vermont, Wisconsin • 🇺🇸 United States
Visit company websiteSalary
💰 $59,300 - $88,300 per year
Job Level
Mid-LevelSenior
About the role
- Deliver high-level administrative support to VPs and Strategic Relationship Managers to help drive profitable growth
- Coordinate logistics for meetings and events (in person and virtual) including scheduling, coordinating meals, inviting attendees, booking conference rooms
- Schedule CE through QuestTrack system and send final report
- Ensure activities adhere to corporate Gift and Entertainment guidelines and submit data to STAR Compliance when necessary
- Submit BIOs and presentations for MRU approval
- Process T&E vouchers via iExpense and submit invoices to Accounts Payable and track through completion
- Arrange travel via online booking tool CWT
- Complete broker/dealer firm specific reporting requirements
- Order office supplies and promotional items
Requirements
- Excellent interpersonal communication skills with the ability to partner effectively and professionally with all levels in the organization
- Team player with the ability to work independently and prioritize work in a fast-paced environment
- Proficiency in Microsoft Office suite
- Strong organizational and time-management skills, attention to detail and the ability to stay abreast of rapidly changing information
- Ability and willingness to work with change and ambiguity
- Must exercise sound judgment, discretion, and always maintain a high level of confidentiality
- High School Diploma or GED equivalent required
- An associate’s or bachelor’s degree or minimum of 3 years in a related field is a plus
- Familiarity with Prudential enterprise systems and applications is a plus
Benefits
- Market competitive base salaries, with a yearly bonus potential at every level
- Medical, dental, vision, life insurance
- Disability insurance
- Paid Time Off (PTO)
- Parental and military leave
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs including up to $1,600 a year reimbursement for personal wellbeing items
- Work/Life Resources (parenting, housing, senior care, finances, pets, legal, education, mental health, career development)
- Education Benefit for college enrollment and accredited certificate programs
- Employee Stock Purchase Plan (purchase at 85% of lower of two prices after one year of service)
- Eligibility to participate in a discretionary annual incentive program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
administrative supportschedulingreportingT&E processingtravel arrangementlogistics coordinationdata submissionattention to detailtime managementconfidentiality
Soft skills
interpersonal communicationteam playerindependent workorganizational skillsability to prioritizeadaptabilitysound judgmentdiscretionprofessionalismability to handle ambiguity
Certifications
High School DiplomaGEDAssociate's degreeBachelor's degree