Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios.
Position Summary:
The Executive Assistant & Office Manager serves as a strategic partner to two senior leaders while also supporting the operational efficiencies of the New York office. The role combines executive-level administrative support with ownership of workplace operations and cross functional alignment. To be successful, the Executive Assistant & Office Manager is expected to actively learn the business to help anticipate needs and prioritize effectively. It is also expected to work cooperatively and collaboratively with the other Executive Assistants in other office regions to support each other, and coordinate calendars and events with the other Principals in the firm as needed.
Position Responsibilities:
Executive Assistance:
- Manage complex calendars in MS Outlook and prioritize competing demands
- Effectively schedule internal and external client meetings (both in person and via Zoom or MS Teams) using excellent judgment and urgency
- Update and manage client information in salesforce, and provide forward looking calendars to Principals to ensure they have the materials from the team for each meeting.
- Coordinate and manage travel itineraries
- Develop familiarity with the clients and advisors the Principals work with.
- Take an active interest in the Principal’s activities and be anticipatory and proactive with deliverables
- Oversee daily office operations and vendor relationships
- Manage all issues related to office upkeep and work with building management to resolve any issues in the offices)
- Provide executive level hospitality
- Work closely with the People & Culture team to support office events
- Oversee office kitchen inventory and daily set up
- Replenish paper in copy machines
- Ensure that office environment is consistently organized, professional, and client-ready
- Manage miscellaneous special projects
- Manage sorting and distribution of mail
- Minimum of 5+ years of executive support experience (Financial Services industry a plus)
- Excellent interpersonal and communication skills
- Excellent work ethic, judgment, discretion and ability to prioritize
- Strong initiative to accomplish tasks, meet deadlines, and take an active interest in projects
- Ability to function effectively while under pressure in a fast paced and evolving environment
- Ability to juggle many tasks at once, and quickly shift gears and re-prioritize as needed
- Superior follow through, and organizational and task management skills
- Superior response time to heavy email communications
- Highly detail oriented
- Strong team player
- Strong customer service orientation
- Proficient in MS Office Suite and Salesforce
- Positive, pro-active, can-do attitude
- This role is primarily office-based and requires presence in the office four (4) days per week to support executive leadership and maintain workplace operations.
- Occasional early mornings or extended hours may be required to support executive’s schedules and business needs.
- Attractive annual compensation package is commensurate with experience.
- Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account,and other voluntary benefits.
- Eligible for annual bonus based on firm’s net profit and employee’s job performance
Top Skills
What We Do
Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $95 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals. It is our commitment to excellence “beneath the surface” that sets us apart.
Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time. For more information, please visit us at www.wingedkeel.com.
Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated.
• Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness.
• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
• The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
