Umpartners
DESCRIPTION The Executive Assistant supports multiple c‑suite and senior level executives by assisting them with administrative functions and day‑to‑day business operations with a focus on Finance, HR and IT.
ESSENTIAL DUTIES AND RESPONSIBILITIES (Other duties may be assigned) Manage multiple complex calendars and schedule strategically to create optimal flow with no conflicting meetings
Create meeting invitations in the calendar that include all relevant information, i.e., attendees, Microsoft Teams link, address, agenda, prep materials and room readiness and technology
Schedule and coordinate internal and offsite meetings, including setting up conference rooms, ordering catering as appropriate
Provides on‑site admin support and office management responsibilities, such as phone coverage to answer, screen and direct calls as appropriate, mail collection and distribution, welcome guests, breakroom, office equipment maintenance and office supply inventory management
Maintain and organize electronic files to include invoices, contracts and agreements and other legal documents
Oversee all travel arrangements, reservations, and associated logistics
Complete and process expense reports and invoices with the appropriate coding in a timely manner
Assists with onsite logistics pertaining onboarding and orientation of new hires
Provide backup coverage to the other executive assistant
Edit and review memos and presentations as requested
Acts as point of contact and liaison for executives, employees, sponsors/board members, facility building management, and external clients/vendors
Research, coordinates, and arranges events as requested and within budget
Handles details of a confidential nature and performs administrative functions based on the understanding of company policy and procedures
Completes ad‑hoc administrative duties and projects in support of the executive team as needed
REQUIREMENTS QUALIFICATIONS Bachelor’s degree or equivalent experience and education
5 + years of relevant experience in an administrative or support function at the executive level
SKILLS Strong verbal and written communication skills
Intermediate skills in Microsoft PowerPoint, Excel, and Word
Working knowledge of Microsoft Outlook, including scheduling functions
Microsoft Teams, WebEx and Zoom experience
Expense management software experience
Work a flexible schedule, and prioritize activities
Organizational and planning skills
Strong interpersonal skills
Report preparation and research skills
Ability to maintain high level of confidentiality
PHYSICAL DEMANDS Hearing: Adequate to perform job duties in person and over the telephone.
Speaking: Must be able to clearly communicate in person and over the telephone.
Vision: Visual acuity adequate to perform job duties, including visual examination of patient (if applicable) and reading information from printed sources and computer screens.
Other: Adequate physical ability includes sufficient manual dexterity to perform the requisite job duties. Job duties may require bending, reaching, repetitive hand movements, standing, walking, squatting, sitting and occasional heavy lifting, pushing and pulling.
WORK ENVIRONMENT Work environment is typical of an office setting. Work may be fast‑paced and intense at times. Interaction with others is constant and interruptions may occur. Schedule requires flexibility to occasionally include evenings, early mornings, and weekends. Occasional travel will be required.
PRIVACY & SECURITY AWARENESS While performing the duties of this job, it is imperative that the employee remain aware of company policies, Information Security policies, standards, guidelines and procedures for minimizing threats and ensuring protection of PHI. The success of HIPAA policies and procedures is dependent on the awareness and buy‑in of everyone involved in daily healthcare operations, including reporting incidents to their supervisor or directly to the HIPPA leadership.
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