Operations Coordinator / Executive Assistant Analyst

Job Title Operations Coordinator / Executive Assistant Analyst Location - Sun Prairie, WI Duration - 12+ Months

Justification - The establishment of the new Cyber CoE, specifically the Operations and Client Services teams, requires administrative coordination and support with client onboarding.

Job Description Summary - The purpose of this role is to provide high-level secretarial and administrative support to senior management and their teams, ensuring smooth operations and effective communication within the organisation. In addition, this role will be responsible for managing the administration of client onboarding for the Cyber Services Team.
Responsibilities:

• Assist in organising and prioritising the workload of the senior leader and effectively manage stakeholder expectations.
• Organise internal and external meetings, book venues, and make arrangements for equipment and catering to ensure successful meeting outcomes.
• Maintain departmental filing systems to ensure information is up-to-date, consistent, and easily accessible.
• Assist the senior leader in dealing with administrative aspects of highly confidential matters sensitively and in line with best practice.
• Organise travel itineraries for the senior leader in line with requirements and company policies.
• Distribute incoming posts promptly to ensure timely correspondence forwarding.
• Liaise with external and internal contacts to ascertain needs and ensure effective communication processes.
• Screen, prioritise, and annotate incoming information and communications, triaging, redirecting or referring as appropriate.
• Maintain client onboarding data in computer systems and databases, including Salesforce.
• Assist in organizing and managing schedules for external client onboarding calls and events for the Cyber Services
• Run and maintain operational reporting for the Cyber Services team
• Work within the operations team to execute BAU administrative processes, including but not limited to:
• Mailbox Management
• Organize and maintain schedules and onboarding for Underwriter Education sessions
• Organize and manage administration for external Threat Client Webinars

Necessary work experience includes the following:

• Prior experience as an executive assistant
• Salesforce Administration
• Microsoft Applications
• Support of a global team (US, UK, EO, Asia and Australia)

Preferred work experience includes the following:

• Prior experience in Insurance
• Prior experience with external client onboarding

Qualifications:

Preferred qualifications include the following:

Secondary school certification.

Administrative qualifications.

Thanks And Regards,

Amit Lakhotia