We are a leading financial institution that designs and distributes highly innovative investment and retirement solutions that have been revolutionizing the retirement planning industry for over 15 years. We have an immediate opening for a driven Marketing Coordinator.

Executive Admin / Team Assistant

Job Purpose

Duties include assisting the executives and their sales teams with heavy calendaring, proactive meeting arrangements, organizing and maintaining all files (digital and hard copy as needed), travel arrangements, following up on requested tasks and light project management, ordering supplies, preparing agendas, note taking, and generally keeping them on-track and productive. Successful candidates must have intermediate to advanced Word and Outlook skills, a high degree of confidentiality, and a passion for adding value. This is a full-time position for a seasoned professional who enjoys being an assistant.

Job Duties

• Proactive calendaring within multiple time zones
• Heavy travel arrangements and confirming itineraries for multiple parties
• Assisting / drafting reports, agendas and/or memos
• Document formatting, editing and/or proof reading
• Digital recordkeeping and file organization
• Receipt/reimbursement management
• Catering arrangements and conference room preparation
• Call screening
• Any other duties as needed - we are in need of a motivated, can-do applicant

Desired Skills and Experience

• 5 years of relevant work experience
• Strong verbal and writing skills required
• Strong interpersonal and team-oriented skills; good relationship builder
• Positive attitude, professional, self-motivated; "can-do" approach to assignments
• Ability to thrive in a very fast-paced, demanding environment
• Ability to jump right in and start making a contribution while learning along the way

All applicants are required to take a PI Survey and are subject to a background check prior to hire. We offer a competitive compensation and benefits package including health benefits and 401(k). Annexus Management Company is an Equal Opportunity Employer.