Executive Assistant & Sales Coordinator at ICMA-RC dba MissionSquare Retirement in Washington, Washington DC

Job Description:

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare's Executive team.

The Executive Assistant & Sales Coordinator provides administrative support and project assistance for the Senior Vice President Chief Revenue and Sales Officer and other senior Sales leaders. This position ensures that the administrative functions of the Department or project(s) assigned are effectively carried out. This will include managing calendars, screening calls, letters and e-mail correspondence, optimizing executive time management, administrative research, and administrative process improvement.

Essential Functions for this role include:

• Maintain Senior Vice President’s appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel, including submitting travel and other expense reimbursement requests. Notify attendees and make necessary arrangements.  Coordinate team meetings (Town Hall, Leadership Team, etc.) including invitations, content collection, meeting, survey, follow-up, etc.


• Assist Senior Vice President by reading, researching, and routing correspondence, drafting signature ready letters and memoranda. Handle correspondence follow up on pending issues and prepare summary information for review.  Authorized to make some decisions on routine matters as directed.


• Provide administrative and production support for the Department, including other senior sales leaders, as requested. Type, copy, route mail, and coordinate with other staff to ensure smooth implementation of activities.


• Participate in budget administration, providing analysis, keeping records, and may forecast financial performance.


• Support continuity of work operations by raising issues/potential issues to management, documenting and communicating needed actions to management, identifying irregularities and determining continuing needs for smooth administrative operation of the Department


• On a project basis, analyze and evaluate practices, methods, and administrative operations. Identify best practices and advise departmental leadership on best courses of action to be adopted. Identify and analyze issues, problems, and challenges and offer solutions.


• May perform online industry research and develop reports and presentations in support of projects and strategy definition.


• May evaluate and produce metrics for the Department. Run key management reports, identifying trends and outliers. Compiling sales reports and/or presentations that are used company wide.


• Support scheduling and coordinating National Sales meeting as well as other key meetings throughout the year


• Other duties as assigned.

If you have the following skills, we encourage you to apply:

• BA/BS or equivalent experience


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  5+ years of executive administrative support experience at senior organization levels

  
  


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  7+ years of experience preferred.

  
  


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  Proficiency in Microsoft applications (e.g., Word, Excel, PowerPoint).

  
  


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  Proficiency in Salesforce preferred

  
  


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  Ability to maintain strict confidentiality and successfully engage with employees at all levels of the company including at the highest level. Requires discretion, judgment, tact and poise with a high-level of professionalism.

  
  


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  Excellent grammar and language skills, accurate spelling and proofing.

  
  


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  Strong analytical skills and a high-level of attention to detail and accuracy with complex information.

  
  


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  Experienced in project or process management.

  
  


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  Ability to use advanced word processing and spreadsheet proficiency (e.g., Access, Microsoft Word, Excel and PowerPoint).

  
  


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  Ability to interact with cross-functional teams.

  
  


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  Ability to work independently with minimal supervision, handle multiple diverse tasks, and adapt quickly to changing priorities.

  
  


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  Ability to work effectively in a deadline driven environment with competing priorities, including supporting more than one senior leader

  
  

 To benefit your career and support your wellbeing, we offer:

• Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions


• Varied incentive plans


• Flexible/Hybrid work schedules


• Wellness programs


• Tuition reimbursement


• Professional and career development courses


• Mentoring programs


• Volunteerism program 

 As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

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