World Insurance Associates, LLC.
Executive Assistant
Berwyn, PA - Full Time
Position Objective
World Investment Advisors, the financial services division of World Insurance, is looking for an executive Assistant to join our team. Reporting to the President, the Executive Assistant will provide high-level strategic administrative and operational support. Manage complex scheduling and communications. Serve as a key liaison for both internal and external partners and will facilitate organizational efficiency and the operations of the executive office. You will work with internal and external stakeholders to ensure priority projects and strategic objectives are met. Keeping executive team and senior leaders informed of issues and initiatives, you will play a critical role in the efficient flow of information across the organization.
In addition, you will ensure the Executive's time is leveraged effectively, by engaging the right participants, setting the agenda, and ensuring the team is well prepared. This is a highly strategic and facilitative role that requires a combination of focus, flexibility, and interpersonal savviness. The role requires and rewards a highly resourceful individual with strong emotional intelligence, motivation, and analytical skills.
Typical Duties and Responsibilities
Desired Competencies
Perks & Benefits
About World Investment Advisors
As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World?
World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
#LI-KC1
World Investment Advisors, the financial services division of World Insurance, is looking for an executive Assistant to join our team. Reporting to the President, the Executive Assistant will provide high-level strategic administrative and operational support. Manage complex scheduling and communications. Serve as a key liaison for both internal and external partners and will facilitate organizational efficiency and the operations of the executive office. You will work with internal and external stakeholders to ensure priority projects and strategic objectives are met. Keeping executive team and senior leaders informed of issues and initiatives, you will play a critical role in the efficient flow of information across the organization.
In addition, you will ensure the Executive's time is leveraged effectively, by engaging the right participants, setting the agenda, and ensuring the team is well prepared. This is a highly strategic and facilitative role that requires a combination of focus, flexibility, and interpersonal savviness. The role requires and rewards a highly resourceful individual with strong emotional intelligence, motivation, and analytical skills.
Typical Duties and Responsibilities
- Manage the functions of the executive office.
- Oversee the executive calendar, schedule and coordinate appointments.
- Organize and coordinate travel logistics, including itineraries, accommodations, and transportation.
- Oversee correspondence, screening and prioritizing communications.
- Administer cross-departmental and multi-entity strategic initiatives as assigned by the Executive, and in collaboration with the executive team.
- Act as confidential liaison between the executive and key executive, employees, clients, and stakeholders, always maintaining discretion.
- Support budgeting processes, including expense reports and tracking spending.
- Help prepare presentations, reports, and correspondence, ensuring accuracy and professionalism.
- Plan, coordinate leadership meetings at the direction of the executive
- Ability to work in the office 5 days week. Minimum in office Tuesday – Thursday
- Limited travel may be required
- Other duties and projects assigned.
Desired Competencies
- Proven ability to maintain confidentiality and exercise good judgment with sensitive matters
- Exceptional written and verbal communication skills
- Excellent time management and multitasking abilities
- Strong decision-making skills and the ability to work independently under pressure
- Proactive problem solver
- Proficiency with office technology and tools, including PowerPoint, Outlook, Excel, and Word
- Must be Flexible, team-oriented and enjoy working collaboratively with both internal and external partners
- Strong process and planning orientation
- Attention to detail & ability to multi-task
- Strong verbal and written communication skills
- High level of team orientation; strong interpersonal communication skills
Perks & Benefits
- 401(k) with employer match
- Health Insurance (with HSA option)
- Dental Insurance
- Vision Insurance
- Life Insurance
- Flexible/unlimited Paid time off policy
- Paid Mental Health Days
- Flexible Spending Account (FSA)
- Healthy work/life balance
- Maternity/Paternity Leave policy
- Remote work opportunity
About World Investment Advisors
As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $76B assets1 across 65 offices and 310 team members.
Stimulating Environment
At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.
Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.
Why World?
- Great company culture with an awesome team-oriented atmosphere!
- Mentorship Opportunities
- Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
- Professional growth opportunities
- Friendly and collaborative work environment
- Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering
World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.
#LI-KC1
