Oliver Wyman Actuarial Consulting - Executive Assistant - Milwaukee , WI

About Oliver Wyman

At Oliver Wyman, a Marsh (NYSE: MRSH) business, we bring deep industry insight, bold innovation, and a collaborative approach that cuts through complexity to help organizations navigate their most defining transformative moments.

As a business of Marsh, we work alongside the world's leading experts across risk, reinsurance and capital, people and investments, and management consulting. Together with Marsh Risk, Guy Carpenter, and Mercer, we help organizations build resilience and competitive advantages from every angle. With annual revenue of $27 billion and more than 95,000 colleagues in 130 countries, Marsh helps build the confidence to thrive through the power of perspective.

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The Actuarial Practice of Oliver Wyman advises clients across a broad spectrum of risk management issues. We are a rapidly growing group with offices expanding across the globe. Our actuaries hold the highest professional qualifications and are nationally recognized as experts in their field(s). We use mathematical and statistical modeling skills and our qualitative assessment methodologies to assist clients in evaluating and addressing risk.

Our solutions help clients manage and prepare for the potential financial consequences of uncertain future events. We bring a combination of broad-based expertise with specialized knowledge of specific risks, allowing us to provide independent, objective advice in the three primary areas of risk: healthcare, life and annuity, and property and casual.

Oliver Wyman Actuarial Consulting is seeking an organized and enthusiastic Executive Assistant to support up to 3 Partners. This a hybrid role that requires 3 days per week in our office. There is no option to be fully remote.

• Build relationships with clients and client EAs
• Understand the business goals and objectives of each supported Partner and help to push them forward proactively
• Maintain and update current list of contacts and business activities in CRM database
• Track and maintain sales activity/pipeline with each Partner
• Proactively spot clients that haven't been called upon and/or who need follow-up
• Execute requested follow-up calls for client mailings
• Assist the Marketing Department with the co-ordination of customized mailings
• Prepare letters, proposals and other documents using Oliver Wyman formatting styles

• Coordinate travel and accommodation, book cars, rail tickets, etc.
• Develop understanding of Partner scheduling and travel preferences
• Coordinate travel efficiently by grouping client meetings where possible ("you're in Paris to see XYZ Company, shall I try to set up a meeting with X Company because we haven't spoken to them for three months")

• Work with HC to obtain work permits and visas
• Manage documents and project deliverables when requested
• Notify staffing and Practice EAs of extensions/re-negotiations
• Manage storage or disposal of confidential client information
• Act as central point of contact for all assigned Partner administrative needs, liaise with other support departments as necessary

• Prepare weekly timesheets for each assigned Partner
• Prepare all expense reports and/or delegate to a team assistant when necessary

• Provide coverage for EAs who are out of the office to ensure seamless support to Partners
• Provide short-term coverage for Partners who may be in the midst of an EA assignment transition or who are new to the Firm
• Provide training and support to new EAs
• Participate in team meetings and projects with an eye to improving processes and the overall performance of the EA team

Bachelor's degree preferred

At least 3 years' experience at working in an administrative or customer service position.

Experience in financial services, management consultancy and/or a professional services environment a plus

Excellent Word, PowerPoint and Excel skills

Expert knowledge of Outlook

Knowledge of Salesforce a plus, but not necessary

• Problem solver - able to work with other teams and staff members effectively to reach a viable solution and goal
• Strong service focus - dedicated to meeting the expectations of all staff through securing effective relationships with clients and executing deliverables to the highest standards.
• Excellent communicator and negotiator - able to deal effectively with people at all levels across a…