Senior Executive Administrative Specialist

Pacific Life

Newport Beach (CA)

On-site

USD 116,938,000 - 142,898,000

Full time

5 days ago
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Benefits offered by this job

Medical
Dental
Vision
Wellbeing Reimbursement Account
Paid Time Off
Holiday Schedule
Parental Leave
Adoption Assistance
401k match

Job summary

Pacific Life Insurance Company in Newport Beach, CA is seeking a Sr Executive Administrative Specialist to support the Private Assets Investment team. The role is hybrid (4 days/week) and involves providing broad administrative and technical assistance to multiple teams, reporting to the SVP and Deputy CIO.

The ideal candidate has 5+ years of senior-level support experience, strong MS Office 365 skills, and familiarity with investment-adjacent tools.

Qualifications

  • 5+ years of administrative experience supporting senior-level executives.
  • Experience in the investment space preferred.
  • Proficient in MS Office 365 and Adobe Acrobat.
  • Experience using DocuSign, Concur and Coupa.

Responsibilities

  • Partner and collaborate with departments to support key initiatives, meetings or projects.
  • Proactively manage calendars and resolve conflicts using MS Outlook.
  • Arrange travel and prepare expense reports with Concur.
  • Process invoices using Coupa.
  • Serve as point of contact for visitors and interact professionally.
  • Order department supplies and manage onboarding for new hires.
  • Prepare correspondence and documents with strong written communication.
  • Handle emails and respond professionally.
  • Complete processing and reports using applicable systems and contacts.
  • Utilize Excel, Word, PowerPoint, and Teams to complete tasks.
  • Be the department point person for technology and hardware support.
  • Assist in organizing department events.
  • Complete miscellaneous tasks and projects as assigned.

Skills

Executive support
Calendar management
Travel coordination
Expense processing
Professional communication
Confidentiality & discretion
Problem solving
Information governance
Inter-department coordination

Tools

Concur
Coupa
DocuSign
Microsoft 365 (Excel, Outlook, PowerPoint, Teams)
Adobe Acrobat

Job description

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Sr Executive Administrative Specialist to join our Private Assets Investment team in Newport Beach, CA. This role is hybrid (4 days/week). Additional in-office days may be required as business needs dictate. As a Sr Executive Administrative Specialist, you will play a key role in providing a broad range of administrative and technical support to several teams within the Private Assets Investment team, including Pacific Private Fund Advisors (PPFA). You will report directly to the SVP and Deputy Chief Investment Officer.

How you’ll help move us forward:
  • Partner, collaborate and provide guidance to applicable departments and other administrative staff to support key initiatives, meetings, or projects.
  • Proactively manage calendars and calendar conflicts using MS Outlook
  • Make travel arrangements and prepare expense reports using Concur
  • Process invoices using Coupa
  • Serve as a point of contact for all internal and external visitors and interact with them in a professional manner
  • Order department supplies
  • Manage the onboarding process for new team members
  • Prepare correspondence and documents as assigned using demonstrated proficiency in written communication
  • Receive and respond to emails in a professional manner
  • Complete assigned processing, documentation, and reports using knowledge of applicable systems and contacts
  • Use Microsoft Excel, Word, PowerPoint, and Teams to complete assignments as required
  • Be the department point person for technology and hardware support
  • Support and help organize department events
  • Complete miscellaneous tasks and projects, as assigned
The experience you bring:
  • 5+ years of administrative experience supporting senior-level executives.
  • Experience working in the investment space preferred.
  • Strong experience with Microsoft Office 365 applications (Excel, Outlook, PowerPoint, Teams) and Adobe Acrobat
  • Experience using Docusign, Concur, and Coupa
  • Approachable, professional, and self-motivated individual with a positive and collaborative attitude
  • Ability to make independent decisions regarding planning, organizing, and scheduling work
  • Excellent organizational skills, ability to prioritize and handle multiple tasks, independent thinking, maintaining confidentiality, use of discretion, ability to handle time-sensitive projects and adapt to changes quickly
  • Excellent problem solving and administrative skills to handle a wide variety of complex situations
  • Ability to resolve conflicts involving specific administrative responsibilities
  • Extremely detailed-oriented and uses sound judgment
  • Excellent oral and written communication skills, ability to work well with all levels of people within the organization, inter-department coordination and organization skills

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

#LI-KP1

Base Pay Range:

The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay. $40.81 - $49.87

Your Benefits Start Day 1

Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, and social wellbeing, we’ve got you covered.

  • Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
  • Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
  • Paid Parental Leave as well as an Adoption Assistance Program
  • Competitive 401k savings plan with company match and an additional contribution regardless of participation

You Can Be Who You Are We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.

What’s life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.

EEO Statement:

Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.

Pacific Life is more than a job — it’s a career with purpose. For nearly 160 years, we’ve helped people protect their financial futures through strength, stability, and innovation. Join us to make a meaningful impact and build a career where you can thrive. Learn more. Pacific Life's success is driven by our people. We create, embrace and sustain an inclusive workplace where all employees are respected and supported throughout their career. Our values inspire and direct our actions shaping the vibrant culture we proudly uphold. Learn more.

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