Client Partner Assistant

PartnerRe

Client Partner Assistant

Charlotte, NC
Full Time
Paid
  • Responsibilities

    Job Description

    Job Summary:

    An organized and proactive Executive Administrative Assistant providing comprehensive administrative and logistical support to the Client Partners of the Life US Group. The role requires a proactive and detail-oriented individual who can manage a demanding workload and maintain a high level of professionalism and discretion. In addition, the role includes responsibility for organizing and executing client and employee events, from small gatherings to large-scale conferences, ensuring a smooth and memorable experience for attendees.

    Key Responsibilities:

    • Calendar Management: * Assist with the management and maintenance of the CP’s calendar, scheduling meetings, appointments and travel
    • Travel Arrangements: * Coordinate and book travel arrangements, including flights, accommodations and transportation * Prepare travel itineraries and manage travel expenses
    • Administrative Support * Prepare and process expense reports * Assist with special projects and events as needed
    • Salesforce Management * Responsibility for Salesforce administration for CPs, including client contact management including updating all client contact details, contact list management, coordination with CPs and Marketing for client emailing * Assisting the CPs with client visit report management
    • Event Management coordination * Annually research new boutique hotels in several different cities and put together a budget for the CPs. * Negotiating contracts with vendors and suppliers. * Selecting and booking venues, catering, and client activities. * Present client gift ideas to be approved and have them branded. * Managing event budgets and timelines. * Coordinating logistics, including transportation, accommodations and meeting room setup. * Distribute event materials and client gifts at meetings. * Overseeing event execution and addressing any issues that arise. * Managing event registration and attendee communication. * Coordinating with on-site staff to ensure smooth operations. * Reviewing event bills and approving payments.
  • Qualifications

    Qualifications

    Required Skills and Qualifications:

    • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Salesforce
    • Good written and verbal communication skills
    • Strong organizational and time management skills
    • Ability to prioritize tasks and work independently
    • Strong attention to detail and accuracy
    • Ability to maintain confidentiality and discretion
    • Problem-solving skills – ability to identify and resolve issues efficiently and effectively.
    • Budgeting and financial management – expertise in managing event budgets and ensuring events are within allocated costs.
    • Negotiation skills – ability to negotiate contracts and secure favorable terms with vendors.
    • Creativity and attention to detail – ability to create unique and memorable event experiences, paying attention to every detail.
    • Interpersonal skills – ability to build and maintain strong relationships with clients, vendors and on-site staff.

    Additional Information

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    PartnerRe provides a working environment in which diversity is valued, where all employees feel welcome, respected, and empowered to perform at their best. We invite you to learn more about D&I at PartnerRe.

    Thank you,

    PartnerRe Hiring Team