Executive Assistant

GENERAL DESCRIPTION (Summary, Scope, Purpose)

This role requires an individual who will assist in keeping our consultant team organized, efficient, and productive by helping with various administrative functions. This position will support our partners and senior consultants by performing a variety of activities and moderately complex administrative/operational/customer assignments. No previous work experience in the financial services industry is necessary.

About HUB/ Taylor Advisors:

HUB Financial Services stands out as an industry leader in effectively managing lending risk associated with loan-level collateral for financial institutions. Whether you’re dealing with real estate owned, residential real estate, commercial real estate, auto, watercraft, RV, powersport, or equipment portfolios, our outsourced insurance tracking, blanket, and impairment programs are designed to address lending risk comprehensively.

Taylor Advisors is a financial services consulting firm based in Louisville, KY. We advise at an executive level in investments, asset liabilit,y and risk management.

Our commitment to tailoring solutions means we create a unique strategy for each client and portfolio.

Why Choose HUB?

Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Transcribe, type, format, and proofread a variety of material (e.g., correspondence, invoices, contracts, meeting minutes, reports, speeches, and presentations) using word processing, presentation, graphics, and spreadsheet software.

• Coordinate internal and external meetings, which may involve scheduling meeting times, making travel arrangements for attendees, and ensuring that various meeting amenities are available.

• Communicate and handle incoming and outgoing communications on behalf of partners and senior consultants.

• Add, Update, and Remove contacts from lists in Excel, Hubspot CRM, and Outlook.

• Assist in scanning and filing report documents to ensure proper records retention.

• Additional responsibilities may include distributing incoming mail, preparing outgoing mail, filing, maintaining office supplies or other inventory.

• Assist Analysts, Senior Consultants, and Managing Partners in other duties as assigned.

• Follow standard policies/practices that allow for some opportunity for interpretation/deviation and/or independent discretion.

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES:

• High attention to detail is required
• Skills testing may be required
• Ability to multitask and balance multiple initiatives while prioritizing workloads
• Ability to maintain confidentiality
• Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other