Executive Assistant & Sales Coordinator

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees.

Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees.

We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts.

We strive to make the administration of retirement programs as easy and cost-effective as possible.

We have an extraordinary talent base and invite you to consider joining MissionSquare's Executive team.

The Executive Assistant & Sales Coordinator provides administrative support and project assistance for the Senior Vice President Chief Revenue and Sales Officer and other senior Sales leaders.

This position ensures that the administrative functions of the Department or project(s) assigned are effectively carried out.

This will include managing calendars, screening calls, letters and e-mail correspondence, optimizing executive time management, administrative research, and administrative process improvement.

Essential Functions for this role include:


* Maintain Senior Vice President’s appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel, including submitting travel and other expense reimbursement requests.

Notify attendees and make necessary arrangements.  Coordinate team meetings (Town Hall, Leadership Team, etc.) including invitations, content collection, meeting, survey, follow-up, etc.


* Assist Senior Vice President by reading, researching, and routing correspondence, drafting signature ready letters and memoranda.

Handle correspondence follow up on pending issues and prepare summary information for review.  Authorized to make some decisions on routine matters as directed.


* Provide administrative and production support for the Department, including other senior sales leaders, as requested.

Type, copy, route mail, and coordinate with other staff to ensure smooth implementation of activities.


* Participate in budget administration, providing analysis, keeping records, and may forecast financial performance.


* Support continuity of work operations by raising issues/potential issues to management, documenting and communicating needed actions to management, identifying irregularities and determining continuing needs for smooth administrative operation of the Department


* On a project basis, analyze and evaluate practices, methods, and administrative operations.

Identify best practices and advise departmental leadership on best courses of action to be adopted.

Identify and analyze issues, problems, and challenges and offer solutions.


* May perform online industry research and develop reports and presentations in support of projects and...