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Executive Assistant
Plansource Orlando, FL
Full Time | Business Services 6 Months Ago
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Plansource is Hiring an Executive Assistant Near Orlando, FL

Summary

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Charleston, and Bangalore, India. As part of the Vista Equity Partners portfolio of companies, we are working to reinvent the employee benefits administration landscape. Our talented employees benefit from this partnership through increased capital for strategic investments, access to toolkits, best practices and resources for success, and strong cultural and value alignment focused on talent development and growth. 

Our software has innovated how benefits are bought, sold, managed, and consumed, and continues to transform the industry with updated solutions. Nearly 7.5 million consumers receive their benefits through the PlanSource platform, which provides flexible and intuitive software and services for benefits administration.

We are currently looking for an energetic and proactive service focused professional to join our team as an Executive Assistant to provide administrative and clerical support to the executive staff. In this fast-paced and collaborative environment you will own the various duties related to executive support and daily office administration for our Orlando office, ensuring a positive and professional experience for all.

About the Executive Assistant Position

No two days as the Executive Assistant will be the same. You will bring your enthusiasm and creativity to this essential function.

  • Provide sophisticated calendar management to executive leadership; prioritize inquiries and requests while troubleshooting conflicts with little guidance; make independent judgments and recommendations to ensure smooth day-to-day engagements. Work in a professional and focused manner to schedule internal and external meetings. This will include scheduling across multiple time zones. Keep executives apprised of last-minute requests and changes.
  • Provide complex domestic and international travel arrangements, including air travel, car service and hotel accommodations; become familiar with the specific, detailed needs and preferences of executives; create consistent travel itinerary for reference and be available during travel times to quickly address any last-minute changes, updates or cancellations.
  • Independently manage correspondence, incoming calls, and prioritize phone messages, emails and mail; handle all calls and visitors with grace, sophistication and professionalism, ensuring a professional, responsive and effective experience for customers, key relationship partners and internal stakeholders.
  • Prepare for meetings including location, scheduling teleconference services, printing materials, and ordering meals (if required).
  • Independently and accurately track and report expenses by managing credit cards and receipts. Process and submit receipts accurately and on schedule.
  • Act as a personal assistant to the executive, primarily tasks will be related to the company
  • Support as needed the preparation and distribution of weekly, monthly, quarterly reports and data tracking. Ensure materials are prepared and distributed prior to meetings.
  • Work independently and within a team as a project manager for special projects, at the request of the executive staff. May include: planning and coordinating multiple presentations, disseminating information and organizing events, and assisting with special tasks.
  • Manage general correspondences, memos, charts, tables, graphs, agendas, etc.
  • Develop and maintain productive working relationships with other Executive Assistants.
  • Assist with office administration duties including some office supply management, ensuring food and beverage is ordered and stocked for meetings. Coordinate office snacks for leaders in the Executive Suite.
  • Facility maintenance, making proper requests for general maintenance and act as a liaison between building vendors such as janitorial services and property managers.
  • Assist in coordinating leadership functions; order food for meetings and events, securing venues and hotel blocks, schedule events, etc.
  • Additional duties as be deemed necessary by management

About You

As the Executive Assistant, you will thrive on juggling multiple projects at once and be able to deliver quality results. You will be flexible to adjust to multiple demands, shifting priorities and demonstrate flexibility in a changing and dynamic environment. You will display exceptional customer service and be able to work independently and as a team member. You will bring your creativity to this fun work environment.

In addition, your qualifications/skills include:

  • AA degree, Four Year College degree preferred
  • 2 years of experience or training; or equivalent combination of education and experience providing support to executive-level leadership
  • Must demonstrate above-average initiative, proactiveness, self-reliance and autonomy, with the judgment to know when to take the lead, when to involve others, and how to set priorities of the work functions assigned
  • Ability to establish and maintain effective and collaborative relationships with all key functional areas
  • Able to maintain the highest level of professionalism with the skills to handle sensitive and confidential situations is required
  • Proficiency with Microsoft Office Suite
  • Must be able to work outside of normal work hours as needed
  • Excellent editing / writing skills (spelling, grammar, etc.)

What We Offer

  • Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
  • The opportunity to work for a fast growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
  • Fast-paced environment with big goals and the opportunity to make a big impact.

Top five reasons to come to PlanSource:

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.

#4: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company.

#1: PlanSource is the right company, and we are on a roll. Be part of a winning team in a high-growth technology company that is well funded and values its employees and their families.

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

POST DATE

09/16/2022

EXPIRATION DATE

12/03/2022

WEBSITE

plansource.com

HEADQUARTERS

LOUISVILLE, CO

SIZE

500 - 1,000

FOUNDED

2008

TYPE

Private

CEO

RICHARD MANN

REVENUE

$50M - $200M

INDUSTRY

Business Services

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PlanSource provides benefits administration and human capital management solutions to employers, insurance brokers and consultancies.

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