Executive Assistant

MarshBerry; Beachwood (OH); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Hybrid schedule

Benefits

Growth opportunities

Learning opportunities

Job summary

MarshBerry is seeking an Executive Assistant for its Investment Banking & Consulting team in Beachwood, OH. The role supports MarshBerry executives, manages calendars, coordinates client meetings, travel, and prepares client-ready reports and presentations.

The position is hybrid, based out of Woodmere, OH, with onsite work Monday–Thursday and optional remote Fridays, and requires strong administrative and CRM skills.

Qualifications

• 7–10 years of executive office administration experience.
• Office management experience preferred and financial services/consulting exposure a plus.
• Proficient with Microsoft Word, Excel, PowerPoint, Access; CRM experience helpful.

Responsibilities

• Provide high-level administrative support to MarshBerry executives and teams.
• Maintain calendars, schedule client meetings, and coordinate travel.
• Prepare client-ready reports/presentations and manage CRM data.
• Assist with office management and general admin tasks as needed.

Skills

Calendar management

Travel coordination

Client communications

Office organization

Interpersonal skills

Education

Advanced administrative training

Tools

Microsoft Word

Excel

PowerPoint

Access

CRM systems

Job description

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking an Executive Assistant to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals.

• We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Position Summary:

MarshBerry is currently seeking an Executive Assistant for our Investment Banking & Consulting team in Beachwood, OH. The Executive Assistant will provide professional support and value-added services to MarshBerry executives and team members. Responsibilities include managing and maintaining calendars, scheduling and coordinating client meetings, communicating with clients to determine needs and suggesting solutions, facilitating travel, meetings and off-site events, preparing client ready reports and presentations. The Executive Assistant will provide some office management and general administrative support as needed.

This is a hybrid position that will be based out of our Woodmere, OH, office. This individual will work onsite Monday through Thursday with the option to work remotely on Friday's.

Responsibilities:

• Provides high-level administrative support to company executives and team members. Maintains smooth operations during their frequent travels and assures uninterrupted communication between staff and clients.
• Reads and analyzes incoming communications, submissions, and reports to determine their significance and plans their distribution. Evaluates correspondence and responds to incoming confidential matters for executives and team members.
• Manages and maintains schedules; research, plan and make travel arrangements. Coordinates travel for executives and clients as needed. Complete expense reports.
• Coordinates internal and external meetings; prepare agenda, communicate details, and attend meetings as required to record and distribute minutes.
• Performs complex and confidential administrative functions including developing, compiling and preparing various client ready reports, memos and letters. As well as format reports and presentations resulting in error free documents.
• Prepares responses to client and internal correspondence; review, prioritize and respond to email.
• Maintains client information and records. Keeps client relationship management system (CRM) up to date with important client information. Manages billing and commission tracking for projects in CRM.
• Reviews operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures or expenditures.
• Provides back up support to administrative support team as needed and assists with completion of AdminDesk tickets.
• Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Additional responsibilities and projects as assigned.

Selection Criteria

Education & Experience:

• Certification or advanced administrative training preferred.
• Minimum of 7-10 years of executive office administration. Office management experience preferred. Experience in financial services, insurance and/or consulting is a plus.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database. Advanced knowledge of Microsoft Office especially Excel and Power Point is strongly preferred. Experience with Client Relationship Management (CRM) systems.

Other:

• Accountability: Ability to accept responsibility and be accountable for actions and conduct
• Confidentiality: maintains confidentiality of proprietary information as well as internal and external communication
• Team oriented: Positive and professional, able to show consideration for and maintain good working relations with co-workers remains opens to others’ ideas and exhibits willingness to try new things
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Excellent spelling, grammar as well as good phone skills
• Exceptional organizational skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures
• Ability to multitask; able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines, along with capacity to work under pressure to create accurate results, demonstrating accuracy and thoroughness and monitors work to ensure quality
• Self-motivated: Self-starter with ability to prioritize make appropriate decisions.
• Ability to lift up to 25 pounds.

Working at MarshBerry

Who We Are:

MarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long‑term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• North Coast 99
• Top Work Places – The Plain Dealer
• Crain's Fast 50
• Healthy Business Council of Ohio Healthy Worksite

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.