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Office ManagerExecutive Assistant - Banc Consulting Partners philadelphia, pennsylvania

Office ManagerExecutive Assistant - Banc Consulting Partners philadelphia, pennsylvania

Ad id: 1301179355963905
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Job Description:/h3:
Job Description
Office Manager / Administrative Assistant

Haines Consulting Group, a member of Banc Consulting Partners is currently searching for an Office Manager / Administrative Assistant to work onsite at our Philadelphia office location to provide administrative and service support to existing and prospective bank clients as well as oversight associated with day:to:day business operations. A qualified candidate must have experience in the insurance, accounting, or banking industry as well as an underlying desire and distinctive ability to contribute to the growth of the firm and ultimately expand upon their own professional responsibilities and achieve their long:term career potential.

Major Areas of Responsibility:
Ø Provide direct support to business owner in all aspects of operations
Ø Assist and communicate with existing bank clients to ensure a superior service experience
Ø Oversee insurance underwriting process associated with new business
Ø Facilitate on:going client service with 3rd party administrative provider
Ø Develop, enhance, and prepare financial and analytical reports
Ø Utilize proprietary illustration software to prepare sales proposals and due:diligence manuals
Ø Support in meeting preparation, documentation, and follow:up
Ø Build upon and maintain prospect database and help in coordination of appointments in various geographic regions across the country
Ø Support and collaborate in target marketing initiatives
Ø Facilitate IT, branding, and proposal related enhancements using Microsoft Office applications
Ø Attend training to develop relevant knowledge and skills related to insurance, accounting, banking, benefits, tax, and regulations

Skills and Expertise Required:
Ø Bachelors Degree
Ø 3+ years of experience in the insurance, accounting, or banking industry
Ø Strong proficiency with Microsoft Excel, Word, PowerPoint, Publisher, and Adobe Acrobat
Ø Fundamental comprehension of finance, accounting, and economics
Ø Keen analytical skills and attention to detail
Ø Ability to establish priorities, work independently, and proceed with objectives without supervision
Ø Ability to communicate effectively, orally, in writing and electronically with C level executives
Company Description:/h3:
Banc Consulting Partners (BCP) is a national consulting firm that specializes in the design, implementation, and administration of non:qualified deferred compensation arrangements and bank:owned life insurance (BOLI) for community banks. BCP is a privately held firm with five regional offices, nearly 300 financial institution clients, and in excess of 1.5 billion of BOLI assets under management.


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Last Updated on: March 20, 2018
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