Marsh, Berry & Company, LLC

Compensation

Full Description

MarshBerry is growing! We are seeking a Senior Administrative Assistant to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: MarshBerry is currently seeking a Senior Administrative Assistant for our Beachwood, OH office. As the Senior Administrative Assistant, you will provide professional administrative support and value-added service to internal and external clients. This support will include assisting with the coordination of meetings and events, client correspondence, maintaining reports, preparing presentations, and additional administrative duties. Responsibilities: • Serve as a central support resource on the Administrative Services team, enabling consistent, high-quality administrative execution across business units. • Manage and traffic-control the company’s Administrative Services help desk ticketing system, ensuring deadlines, deliverables, and standards are met. • Update the Client Relationship Management (CRM) software, Salesforce, as needed with relevant information, including but not limited to, adding new accounts/prospects and handling initial research/prioritization. • Provide biannual support to the Connect Team as a Strategic Interest Group (SIG) administrator and by supporting other program needs through administrative coordination, including but not limited to, presentation material preparation, presentation auditing and list management. • Develop, maintain, and improve administrative workflows, SOPs, templates, and documentation to drive efficiency and consistency. • Support continuous improvement initiatives by analyzing administrative processes and proposing scalable enhancements. • Act as a subject-matter expert for select administrative processes, tools, and best practices within the organization. • Support in-office event and meeting coordination in conjunction with the MarshBerry Facilities Team. • Assist in coordination of internal and external meetings. This may include support with agenda preparation, presentation preparation, material preparation, communications, recording meeting minutes, distributing takeaways and action items, and additional tasks as assigned. • Communicate effectively to both internal and external clients through written correspondence, email, and phone. • Provide overflow and backup support to Administrative Services team members during peak periods, employee leaves, or business-critical initiatives. • Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. • Special assignments or other projects as assigned. Selection Criteria Education & Experience: • High School diploma required. College degree (A.A.,+ degree or equivalent) is a plus. • Certification or advanced administrative training preferred. • Minimum of three to five years administrative experience. Experience in financial services, insurance, consulting, or related industries preferred. • Sales support experience strongly preferred. • Office management and facilities management experience preferred. • Proficient with technology including Microsoft Word, Excel, PowerPoint, Access, or similar database. Advanced knowledge of Microsoft Office especially Excel and PowerPoint is strongly preferred. • Experience with Client Relationship Management (CRM) systems strongly preferred. Salesforce experience strongly preferred. Other: • Analytical, proactive problem-solving skills • Team oriented mentality • Exceptional written and verbal communication skills • Excellent organization skills • Ability to multi-task and prioritize responsibilities • Adaptable and customer service oriented Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following: • Crain’s Best Employers in Ohio • The Nation’s Best and Brightest in Wellness • North Coast 99 • Top Work Places – The Plain Dealer • Weatherhead 100 • West Michigan’s Best and Brightest Companies to Work for To learn more about MarshBerry, visit www.marshberry.com. We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.