Administrative Assistant, Insurance Legal & Compliance

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Job Purpose

The Administrative Assistant, Insurance Legal & Compliance provides administrative support to the VP, Chief Compliance Officer and JNLD General Counsel and the AVP, Insurance Legal & Product Development, including filing, invoice processing, travel arrangements, expense reporting, meeting and event planning, calendar maintenance, task and action-item tracking, and ordering office supplies in addition to other duties. The Administrative Assistant will also prepare reports, presentations, and other materials.

Essential Responsibilities

- Schedules and maintains calendar of appointments, events, and meetings and coordinates related arrangements, including preparing and distributing materials and arranging catering, set-up, and clean-up as necessary.
- Arranges business travel, including lodging, transportation, and itineraries.
- Assists with administrative support including creation and maintenance of reports, charts, spreadsheets, documents, and presentations.
- Establishes, maintains, and updates files and records.
- Sends department- and company-wide announcements/informational emails.
- Processes financial documents, including department invoices and executive expense reports.
- Screens, organizes, and prioritizes phone calls, visitors, and incoming mail.
- Coordinates office moves, and new hire workspaces and assists with associate onboarding.
- Administers special projects as required.
- May order supplies for the office.
- Monitors action items, deliverables, deadlines, and commitments to ensure timely completion of priorities.
- Assists with regulatory filings as needed, including revising and proofreading documents, correcting formatting issues, gathering and converting any necessary exhibits, and ensuring all accompanying documents are current and accurate.
- Assists leaders and team members in obtaining updated Powers of Attorney, e-signature authorizations, signatures, and any necessary notarizations for filings or other regulatory materials.
- Administers SharePoint access to restricted documentation.
- Identifies opportunities to improve administrative processes.

Other Duties

- Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

- Solid written and verbal communication skills including the ability to edit and compose correspondence.
- Solid interpersonal skills and ability to communicate effectively with senior management and peers.
- Solid PC skills including MS Office software and other relevant software applications.
- Basic knowledge of financial services industry terminology.
- Strong organizational and task management skills with an ability to prioritize, coordinate multiple activities, and follow up on projects with minimal supervision.
- Ability to handle sensitive confidential information..
- Must be detail oriented and focused on accuracy.
- Working knowledge of corporate policies, including compliance, emergency, and purchasing policies.
- Ability to quickly learn and effectively use new systems, applications, artificial intelligence, and productivity tools.
- Proficient in SharePoint, Confluence, and Oracle.
- Ability to work overtime as needed and respond to requests outside of normal business hours.

Qualifications

- H.S. Diploma or equivalent (G.E.D.). required.
- Associate's Degree preferred.
- 3+ years related experience required.
- Experience supporting legal or compliance leaders preferred.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.