Executive Assistant - Financial Risk Management (FRM)

Our mission is to serve our clients to protect the health and financial well-being of people everywhere. We are influential market leaders, solving important problems through our deep subject matter expertise.

In fulfilling this mission and values, Milliman’s professionals are helping our clients answer significant questions, such as:

• How can people provide for themselves when they no longer work?
• How can our clients efficiently finance, deliver and improve healthcare?
• How can an insurer protect its clients against the risks they face?

Since its founding in 1947, Milliman is dedicated to enduring values that govern our actions in the marketplace.

• Quality – Milliman’s advice, products and client service adhere to the highest standards of quality.
• Integrity – Milliman’s people demonstrate integrity in all that we do. We are committed to honesty and professionalism in our interaction with our clients and colleagues, including independent advice free of conflicts and a culture of inclusion and respect for all colleagues.
• Opportunity – Milliman is committed to embracing diversity and providing all our people opportunities to achieve their full potential including opportunities to:
  • Shape their own careers
  • Assist in developing the strategy of their practice
  • Pursue innovations to further Milliman’s mission in the marketplace

The Department

FRM’s Administrative and Executive Assistance team ensures seamless operations and effective communication across all levels. This team is integral in maintaining the practice's efficiency by managing essential administrative functions, coordinating internal and external communications, and supporting leadership. Their role is pivotal in fostering a professional and organized work environment, which is crucial for the practice's success and client satisfaction.

Role

As Executive Assistant to the most senior leaders in FRM, you are aligned to certain executives, and others within their teams, to support their efficiency and effectiveness in their roles. This is a role that requires considerable initiative, organization and attention to detail working in a client-centric professional services environment. You are a valued member of the team. 

Your Responsibilities:

• Exercise appropriate discretion to handle sensitive and confidential information 
• Manage calendars for aligned leaders, resolving schedule conflicts proactively 
• Manage email inboxes and ensure appropriate and timely follow up 
• Send certain communications on behalf of your aligned executive leaders, as directed
• Communicate with your aligned executive leader during the work-day and adjust plans as may be needed in a fluid and dynamic work environment
• Schedule and help to host events for external clients including presentation materials, AV needs, room setup, catering, agendas, minutes, etc., as needed. These meetings may be in-person, hybrid, or virtual 
• Schedule internal meetings or events, and provide the same support as listed for client meetings 
• Make domestic and international travel arrangements 
• Prepare expense and hours reports and ensure timely submission 
• Maintain accurate files 
• Take accurate notes in meetings, as needed 
• Assist in directing inquiries to the right resource to address the need (within and outside of department) 
• Assist with developing and reviewing/editing/formatting reports and presentations 
• Helping to provide coverage for other administrative professionals during their PTO (they will provide the same support to you) 
• Assist in scheduling visitors to the office including job candidates, clients and other guests 
• Light mail, fax and package management 
• Coordinate practice meals and stock office snacks
• Assist with special projects, as needed 
• Provide partnership support to other departments, as occasionally needed 

Job Knowledge, Experience Skills

Job Knowledge Required

• Expert level of experience as a Senior Administrative Assistant or Executive Assistant 
• Experience in a professional services, financial services or insurance organization
• Excellent written and verbal communication skills 
• Highly competent at making travel arrangements 
• Resilient and able to work with tight deadlines, which requires flexibility and diligence 
• Expert skills in utilizing the Microsoft Office Suite (Word, PowerPoint, Excel) 
• Solid experience using expense reporting (Concur) and timesheet reporting systems 
• Able to display confidence in speaking on behalf of aligned leaders. 

Experience and Soft Skills Required