Job Summary:  Responsible for handling a wide range of administrative and executive support related tasks.

Duties & Responsibilities:

• Organize business reports for weekly executive meetings
• Track and maintain an accurate pipeline within the CRM system - Salesforce
• Manage day-to-day operations of the NYC office
• Coordinate and maintain reports for quarterly production review meetings for producers and product group leaders
• Prioritize and manage multiple projects simultaneously, and follow through on issues in a timely manner
• Create invoices in EPIC and maintain commission schedules for all producers
• Reconcile data from monthly invoices vs actual received revenue
• Participate in maintaining calendars for all producers
• Review and summarize miscellaneous reports and documents; prepare background documents and outgoing mail as necessary
• Responsible for support services activities/questions for NYC office- IT, Maintenance, Mail, Office Supplies

Qualifications:

• Bachelors degree preferred
• Relevant work experience preferred
• Ability to work in a fast-paced environment
• High level of confidentiality
• Strong verbal and written communication skills
• Attention to detail & time management skills
• Proficient in Microsoft Office products to include Word, Excel & PowerPoint
• Salesforce & EPIC experience preferred
• Professional in appearance and business conduct with strong customer service