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Transamerica

Financial services and longevity planning

Intermediate Executive Administrative Assistant

Executive SupportPosted on Nov 10
Full-timeDenver, CO, USA

About the Job

Requirements

  • High school education or equivalent is required.
  • A minimum of 3–5 years of experience with a high level of administrative experience, discretion, and technical skills is required.

Responsibilities

  • Prepare confidential correspondence, periodical reports, meeting notices, presentation materials, and other documents using word processing, spreadsheets, graphics, and desktop publishing software.
  • Compile information and prepare special or one-time reports, summaries, or replies to inquiries, selecting relevant information from a variety of sources.
  • Act as liaison between the Division Head and senior managers, company employees, clients, and outside parties.
  • Maintain calendars, schedule meetings, make travel arrangements, and prepare and manage expense reports.
  • Determine methods and procedures for resolving complex inquiries and make on-the-spot priority decisions as needed.
  • Generate and maintain confidential files and handle confidential details.
  • Use independent judgment and discretion with substantial latitude.
  • Supervise or train other Administrative Assistant personnel as needed.

Desired Qualifications

  • An associate’s degree is preferred.
  • Manage frequent requests, establish priorities, and meet tight deadlines.
  • Have strong verbal and written communication skills.
  • Have a high level of analytical skills.
  • Be familiar with Concur for travel and expense reporting.

About the Company

Transamerica

Financial services and longevity planning

Transamerica helps financial professionals, brokers, agents, advisors, and employers design and deliver financial plans that adapt to longer lifespans. It provides life and retirement solutions distributed through its network (Transamerica Capital, Inc.) to empower clients and employees to pursue their goals at every stage of life. Its products work by using advisor-led planning and tailored financial solutions to cover life events, retirement, and ongoing financial needs across multiple stages. The company differentiates itself by focusing on longevity planning and multi-stage life planning through a broad advisor and employer distribution network, and by offering a suite of products designed to help people take control of their financial future. Its goal is to help people live their best life by providing guidance and products that support financial security as life stages extend.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Baltimore, MD
Founded
1904

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