Executive Assistant

M Financial was established with a new distribution network of entrepreneurial Member Firms. Working together with select carriers, we created better products for affluent clients and distributed them through this exclusive network of Member Firms.

* As a member of the executive support team for M Benefit Solutions, you will be responsible for providing administrative support to the Consulting Services and Actuarial teams. * This will include maintaining calendars and scheduling meetings, as well as preparing materials and assisting with follow-up from meetings and conference calls. * You will also assist with coordination of convention participation for M Benefit Solutions and joint venture partners including shipment of exhibit booths and marketing materials. * In this role, you will be responsible for making travel arrangements and processing expense reports. * You will also draft and edit correspondence, reports and other written documents utilizing word processing, spreadsheet, and presentation software. * Other duties will include posting documents to corporate, bank and joint venture websites, maintaining the marketing pipeline database, and tracking continuing education for the departments.

* High School diploma or equivalent; Bachelor’s degree strongly preferred * Minimum two years’ progressively responsible, relevant experience as an Executive Assistant at a mid- to senior- level * Proficiency with a PC and a variety of software applications and database management (Microsoft Word, Excel, PowerPoint) * Excellent verbal and written communication skills * Proven ability to track, prioritize and report status of multiple projects * Exceptional organization and problem solving skills, with the ability to follow through * Ability to build rapport with internal and external contacts * Ability to work independently as well as in a team environment * Proven ability to work with changing requirements/priorities using internal/external peer resources * Detail-oriented, proactive, self-motivated and responsible