Executive Assistant - Insurance

Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families.

Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.  

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. 

• Oversees daily management and operation of the Office of the President of Salem Five Insurance. Assists in planning the day-to-day activities as well as special events. 
• Manages and coordinates the moderate to complex scheduling of the President’s appointments, updating as necessary; prepares and organizes essential materials/documents in relation to ongoing responsibilities. As needed, assists President in calendar management, handling travel arrangements and expense management using Concur.
• Provides admin support including correspondence, transcription, typing, spreadsheets, filing and record keeping.
• Reviews, edits, interprets and has the ability to track data in Excel spreadsheets.
• Serve as a liaison between the President and the public. This includes receiving and screening phone calls and visitors, answering a variety of questions with tact and diplomacy, taking messages and directing calls appropriately for resolution.
• Opens, routes, distributes and composes replies to President’s correspondence when requested.
• Coordinates and arranges leadership team meetings, prepares agendas from topics and information provided, sends meeting invites, provides reminders to participants and ensures conference room availability.
• Takes minutes at leadership and other ad-hoc meetings in a proactive and timely manner.
• Composes and types routine correspondence, including preparation of memos with minimal guidance.
• Demonstrates compliance with banking business laws and regulations as defined in company policies and procedures pertinent to the position
• Regular attendance is essential to this position

EDUCATION and/or EXPERIENCE:

• High School graduate or equivalent with some college preferred.
• 3-5 years of admin support experience preferred Prior experience working in a professional/corporate setting is preferred.