Hybrid Executive Assistant

at Prudential Financial

• Job title: Executive Assistant
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $69,200 - $103,000 per year
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, Hartford, United States

About the role

• Executive Assistant providing administrative support to the VP of IMO Relationship Management at Prudential. Responsibilities include managing calendars, coordinating travel, and handling confidential information.

Responsibilities

• Administratively support the expanding IMO channel through: Coordinating calendar events, processing expenses, order supplies, and booking travel arrangements for the VP, IMO Relationship Management.
• Operate with authority in managing the VP’s calendar to determine who has appointment access and what meetings are prioritized.
• May need to review email inbox to identify deadlines and high priority matters.
• Participate in IMO Channel project teams and support IMO initiatives with administrative management.
• Assist with preparing meeting agendas and generate action items/takeaways.
• Coordinate calendar events, process expenses, order supplies, and book travel arrangements for the VP, Internal Sales.
• Responsible for generating, owning, and communicating Individual Retirement Strategies administrative reporting. This includes, but is not limited to: Organizational corporate card reporting, Business Compliance Review (BCR) rejection reporting, Sales leadership report outs/scorecards, Internal Sales channel hierarchy, Sales territory maps, Organizational charts, SOPs, etc.
• Assist with the Market Metrics Sales Force Satisfaction and Effectiveness annual survey process.
• Participate in organizational Records Management activities for Sales, and support our Records Administrators as needed.
• Be an expert in Travel & Entertainment and Gifts & Entertainment policies for Individual Retirement Strategies.
• Communicate sensitive information to executive leadership and/or external sources. The role may often handle confidential information.
• Backup support for our expense BCR team, promotional item invoicing process, and our Marketing Reimbursement process as needed.
• Assist in coordination of events and conferences with internal and external partners, as needed.
• Must be willing to travel to our Retirement Strategies sites and/or conferences to support on-site meetings and initiatives, as needed.
• Participate in cross-channel backup, cross-training, and ad-hoc project work.

Requirements

• Three or more years of experience in executive or administrative support
• Excellent technology skills, specifically with AI tools, Microsoft Word, Excel, Outlook, and PowerPoint.
• Professionalism and discretion in handling highly sensitive and confidential information
• Ability to make accurate and timely administrative decisions.
• Excellent organizational skills, attention to detail, strong proofreading capabilities, with excellent written and oral communication with executive leadership.
• Ability to develop relationships and operate in a team environment.
• Ability to simultaneously work independently and manage multiple priorities especially under tight time constraints.

Benefits

• Medical, dental, vision, life insurance, disability insurance
• Paid Time Off (PTO)
• 401(k) plan with company match (up to 4%)
• Company-funded pension plan
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.