Executive Assistant

Northwestern Mutual; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Northwestern Mutual in Houston seeks an Executive Assistant to support the Managing Partner with high-level administrative tasks, calendar management, travel planning, and liaison duties across Senior Leadership, Advisors, Teams, Staff and Home Office.

The role emphasizes confidentiality, proactive prioritization, and strategic coordination of meetings, events, and initiatives within the Network Office.

Responsibilities

• Anticipate the needs of the MP
• Directs and informs MP toward the highest best use of time
• Manage MP's calendar, develop reports, prepare correspondence, and arrange travel
• Support MP to focus on priorities by handling personal and organizational tasks
• Build and maintain relationships with all constituents
• Ensure MP has touchpoints with all constituents
• Maintain standards of confidentiality with respect to all matters and documents
• Prepare documents and coordinate logistics for daily meetings
• Prepare documents, coordinate meeting logistics, and provide summary/action/commitments for Executive Leadership Team and leadership offsites
• Work with MP and Senior Leadership Team on Strategic Initiatives and Tactics
• Communicate on behalf of MP with all constituents
• Keep constituents informed of pending commitments, responsibilities, and follow-ups
• Prioritize conflicting needs, handle matters timely, and follow through on projects to completion
• Ensure MP licensing requirements are current and renewed annually
• Draft “Message from MP” email to all constituents on updates, production, and events
• Plan/Coordinate logistics of incentive dinners and retreats (Annual Meeting, Western Regional, Retreats)
• Handle special projects as needed
• Collaborate on Philanthropy Committee and DEI efforts

Job description

The Executive Assistant (EA) provides the Managing Partner (MP) with high-level administrative support. EA serves as a liaison for internal and external constituents (SeniorLeadership Team, Advisors, Teams, Staff, and Home Office) on leadership matters pertaining to the Network Office. As an integral, exceptional, successful member, the EA will use the following strategies/tactics: intuition, judgment, organizational knowledge, time-management skills, motivation, and personal leadership.

Responsibilities

• Anticipate the needs of the MP
• Directs and informs MP toward the highest best use of time
• Complete a broad variety of administrative tasks: manage exceptionally active calendar (personal andprofessional), develop/run a variety of reports, compose and prepare correspondence, arrange personaland professional travel plans
• Provide any required assistance to allow the MP to focus on priorities personally as well as to theorganization
• Build and maintain relationships with all constitu…
• Ensure MP has touchpoints will all constituents
• Maintain standards of confidentiality with respect to all matters and documents
• Prepare all documents and coordinate all logistics for daily meetings
• Participate as an adjunct member and prepare all documents, coordinate all meeting logistics and providesummary/action/commitments for Executive Leadership Team and other Leadership meetings andoffsites
• Work with MP and Senior Leadership Team on Strategic Initiatives and Tactics
• Communicate directly and on behalf of MP with all constitu…
• Keep constituents informed of pending commitments, responsibilities, and follow-ups
• Prioritize conflicting needs, handle matters in a timely fashion, proactively and follow through on projectsto completion
• Ensure MP licensing requirements are current and renewed annually
• Draft “Message from MP” email to all constituents on current month updates, production, and events
• Plan/Coordinate all logistics of all incentive dinners and retreats (Annual Meeting, Western Regional,Retreats)
• Handle any special projects as needed
• Collaborate on Philanthropy Committee and DEI effort

Results

• Along with MP, hold SLT members accountable to their annual goals (monthly timely posting of scorecard)
• Successful execution and management of events and budgets (at or below budget given)
• Ideal calendar management for MP (Proactive feedback from MP, implementation of systems)
• Strong Network Office Culture score (HO Culture Survey)

Remuneration

MP Discretionary based on Results and execution excellence