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Penn Mutual

Life insurance, annuities, wealth management services

Legal Executive Assistant

Executive SupportPosted on Nov 6
Full-timeRemote in USA$95k - $115k

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • At least 7 years of experience providing administrative support to a senior-level executive is required.
  • Ability to exercise discretion when accessing and handling confidential information.
  • Ability to work independently with minimal direction and supervision.
  • Ability to adapt to ambiguity, a fast-paced environment, and shifting priorities.
  • Intellectual curiosity and an aptitude and desire for continuous learning.
  • Ability to take initiative, act with urgency, and follow through.
  • Strong organizational and planning skills, including the ability to manage multiple conflicting deadlines.
  • Strong problem-solving skills.
  • Ability to collaborate, build relationships, and interact with leaders and associates across the organization.
  • Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
  • Ability to gain proficiency in company tools and systems.
  • Ability to learn new skills and suggest process or procedure improvements.

Responsibilities

  • Coordinate and optimize the Chief Legal Officer’s schedules, priorities, presentations, and commitments to support productivity, effectiveness, and strategic focus.
  • Support the Office of the Corporate Secretary by assisting with drafting minutes for affiliated boards and committees, record keeping, and file management.
  • Handle highly confidential and sensitive information with professionalism and discretion.
  • Draft, edit, and proofread executive correspondence, presentations, and other communications with attention to detail.
  • Plan and coordinate the Chief Legal Officer’s calendar of events; schedule appointments; prepare detailed itineraries and travel accommodations; maintain travel and expense records; and coordinate staff and department meetings and agendas.
  • Support departmental onboarding, including onboarding new associates and assisting with the attorney rotation process for the intern/extern program.
  • Work with Information Technology to facilitate training and communications to the Law team about technology updates.
  • Use artificial intelligence and other emerging technology to streamline workflows, improve processes, enhance executive effectiveness, and support business objectives.
  • Use Microsoft Office desktop tools and electronic mail systems.
  • Maintain departmental records, including electronic files and records held at an off-site location.
  • Track the departmental budget.
  • Provide assistance to the paralegal team as needed.

Desired Qualifications

  • A college degree or paralegal certificate is preferred.
  • Paralegal skills are preferred.

About the Company

Penn Mutual

Life insurance, annuities, wealth management services

Penn Mutual provides life insurance, annuities, wealth management, and institutional asset management through a network of financial professionals. Its products work by offering life insurance to provide financial protection for beneficiaries, annuities to create steady retirement income, and investment services to manage and grow wealth for individuals, families, and institutions. The company differentiates itself with a long history (over 175 years), a broad suite of protection-oriented solutions, and a model that emphasizes partnering with financial professionals to tailor plans for clients. Penn Mutual’s goal is to help people and businesses build stronger financial futures through sound, personalized protection and wealth strategies.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Philadelphia, PA
Founded
1847

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