Sun Life

Executive Assistant

Sun Life

full-time

Posted on:

Location Type: Hybrid

Location: Milwaukee • Connecticut, Maine, Maryland, Massachusetts, Wisconsin • 🇺🇸 United States

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Salary

💰 $63,800 - $86,100 per year

Job Level

Mid-LevelSenior

About the role

  • The Executive Assistant is accountable for the management of day-to-day administrative support for the Head of Operations & VP of Customer Experience.
  • Light support will be provided to supporting Vice Presidents.
  • Manages all aspects of the leaders’ calendars and provide support for their teams as needed.
  • Promptly schedules meetings as requested, uses discretion to prioritize meeting requests, ensuring meeting conflicts are avoided and the leader’s business priorities are considered.
  • Where necessary provides agendas/pre-reads to meeting participants.
  • Works with internal and external partners to book meetings; proactively prepares all meeting materials.
  • Coordinates booking (virtual) rooms, tracking agenda items, coordinating catering (if applicable) and technology services, and planning for guests to be greeted, as required.
  • Responsible for sitting in the reception area of our Milwaukee Office which includes greeting guests.
  • Take ownership of the logistics for meetings and maintain detailed minutes.
  • Helps to organize monthly and quarterly meetings for the team and collects agenda items.
  • Monitors and responds to emails on behalf of the leader.
  • Tracks action items, requests, and other important deadlines on behalf of the leader.
  • Manages all travel arrangements, accompanying material for the leaders, and provides support for the team as needed.
  • Thoughtfully manages the leader’s travel arrangements (both domestic and international) ensuring complex itineraries are accommodated.
  • Makes appropriate arrangements ensuring travel preferences are considered and can troubleshoot travel problems as needed.
  • Prepares expense reports for the leader and their direct reports in a timely manner, resolving all issues.
  • Manages relevant purchase orders for business unit.
  • Builds strong relationships with EAs and other internal partners.
  • Provides backup for other administrative staff within SLF U.S.

Requirements

  • A minimum of 3 years’ experience working as an Executive Assistant supporting senior leaders
  • Advanced mastery of the full Microsoft office suite, including Word, PowerPoint, Excel, Adobe, OneNote, and SharePoint
  • Experience with Zoom, Microsoft Teams, Concur Expense Management and Workplace is a plus
  • Experience working in a corporate environment
  • Excellent organizational, time management skills, and high attention to detail with the ability to manage changing priorities with ease
  • Positive attitude; with a strong client service orientation; and a sense of humor
  • Excellent verbal and written communication skills
  • Excellent business acumen, with the ability to perform with professionalism, tact, and discretion; Manage highly sensitive information
  • Strong interpersonal skills with the ability to work in both a team environment and on one’s own, requiring a high level of initiative, judgment, and problem-solving ability.
Benefits
  • generous vacation and sick time
  • market-leading paid family, parental and adoption leave
  • medical coverage
  • company paid life and AD&D insurance
  • disability programs
  • partially paid sabbatical program
  • 401(k) employer match
  • stock purchase options
  • employer-funded retirement account
  • flexible, inclusive and collaborative work environment

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
calendar managementmeeting coordinationtravel arrangementsexpense reportinglogistics managementminute takingagenda preparationaction item trackingpurchase order managementclient service orientation
Soft skills
organizational skillstime managementattention to detailpositive attitudeverbal communicationwritten communicationbusiness acumeninterpersonal skillsinitiativeproblem-solving
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