Provide proactive administrative and logistical support that enables leaders to focus on strategic priorities
Manage complex calendars, meeting logistics, and scheduling; anticipate conflicts and resolve issues independently
Coordinate end-to-end travel arrangements and process expense reports accurately and on time
Draft, prepare, and distribute professional correspondence, reports, presentations, and meeting materials
Prepare large datasets, reports, and presentation materials for senior leadership and internal or external meetings
Maintain organized electronic files, SharePoint sites, and databases with strong version control and file hygiene
Handle sensitive and confidential information with a high level of discretion and professionalism
Provide timely and accurate support related to broker and agency activities, as applicable
Update and maintain business opportunities, relationships, and reporting in Salesforce and other internal systems
Serve as a reliable point of contact for leaders and internal partners, responding promptly and professionally
Assist with special projects as needed, with quality, accuracy, and timely execution

Some college coursework preferred (Business, Accounting, Marketing, or related field)
Typically 4+ years of administrative experience , preferably supporting leaders or teams in a professional services or corporate environment
Strong written and verbal communication skills with professional judgment and tone
Excellent organizational skills with the ability to manage multiple priorities and deadlines
Strong interpersonal skills with the ability to collaborate effectively across levels and functions
Ability to work independently, anticipate needs, and resolve issues proactively
Intermediate proficiency in Microsoft 365 (Outlook, Teams, Word, PowerPoint, Excel); strong PowerPoint and Excel skills preferred
Experience using AI productivity tools (e.g., Copilot or similar) and comfort learning new technologies
Familiarity with data analysis or reporting tools (e.g., Power BI, Looker) is a plus.

Administrative Assistant II, Executive Support, Data Reporting, Project Management

Key skills