Executive Assistant

About Us:

Recognized as the trusted source for industry knowledge, LIMRAandLOMA provides research, training, development, and networking solutions to financial services companies. In a rapidly changing marketplace, companies rely on us for our industry insight, practical solutions, and unwavering commitment to their success.

Leading life insurance and financial services organizations around the world rely on our membership to make bottom-line decisions with greater confidence. They turn to us for:

• Research:
  Catalysts for new ideas, industry benchmarking, and strategic planning.
• Learning & Development:
  Programs to assess, train, and increase productivity, and develop future corporate leaders.
• Networking:
  Connections with industry leaders and peers through study groups, committees, and conferences.

We are looking for an experienced Executive Assistant who is a self-starter with exceptional organizational skills to provide comprehensive support for several extremely busy C-Suite executives. The primary focus of this role is ensuring the executive is fully prepared to engage with diverse internal and external audiences—including staff meetings, member-company presentations, board meetings, and industry conferences as platform speaker. This includes creating high-impact presentations, synthesizing internal research, and managing all related logistics.

The position also requires interfacing with Executive Assistants from senior leaders at major industry companies.

• Manage calendars, schedule appointments, coordinate travel, and process expense reports.
• Simultaneously support multiple senior executives while balancing competing priorities and deadlines.
• Coordinate activities across executive leadership to ensure alignment and execution of key priorities.
• Prepare and compile materials for board meetings and industry events.
• Draft meeting minutes and maintain accurate records.
• Serve as liaison between leadership and external stakeholders.

• Create executive-level presentations for Board meetings, member-company audiences, conferences and industry events.
• Translate executive objectives into structured, persuasive content.
• Research and consolidate data from internal reports and subject matter experts.
• Prepare talking points, handouts, and supporting materials for meetings and speaking engagements.

• Plan and coordinate industry meetings, seminars, and workshops.
• Handle venue booking, registration, and audiovisual setup.
• Collaborate with cross-functional teams for reports and projects.
• Coordinate and provide adminsitrativesupport for internal IT department meetings, including scheduling, agenda preparation, meeting logistics, note-taking, and follow-up on action items.

• Assist in creating and distributing communication materials.
• Manage incoming correspondence and maintain organized records.
• Serve as backup for Chief of Staff supporting Board of Directors meetings and Chief Administrative Officer.

• Bachelor’s degree in Business Administration, Communication, or related field preferred.
• 6+ years of experience as an Executive Assistant or similar role, preferably in an association or industry setting.
• Advanced proficiency with Microsoft 365 collaboration tools including Teams, SharePoint, Outlook, PowerPoint, and Excel;
  Salesforce experience a plus.
• Strong research and analytical skills with ability to synthesize complex information.
• Experience supporting multiple executives at the Vice President or C-suite level preferred.
• Experience supporting technology leaders or working within technology-focused organizations preferred.

• Excellent…