Strategic Assistant

2 weeks ago

Manchester, United States INEX Capital & Growth Advisors Full time

Strategic Assistant

INEX Capital & Growth Advisors

Office-based role in Manchester, NH


Job Summary

The Strategic Assistant reports to the Chief Executive Officer of an entrepreneurial company specializing in mergers, acquisitions, and the perpetuation of insurance agencies, consulting to and management of the same, as well as the management of a private commercial real estate investment portfolio. As the Strategic Assistant, you will be expected to assist the CEO in leading INEX and its related ventures, provide administrative support to the CEO and Executive Vice President with professional and personal matters, and demonstrate excellence in problem solving, project management, and decision making.


The Strategic Assistant will work closely and in a collegial fashion with both the INEX corporate team and the extended group of INEX entities and their affiliates. They shall handle their duties in a professional manner, always explicitly upholding the confidentiality of the information to which they are exposed on both an internal and external basis. While the position involves a strong administrative component and requires a “hands on” approach, it also requires significant executive level decision making skills.


Strategic Assistant Qualifications and Skills

  • High school diploma required; Bachelor’s/Business degree preferred
  • 7+years' experience in positions of comparable responsibility working with C-Suite executives
  • Demonstrated proficiency in MS Office Suite, MS Teams, Adobe Acrobat Pro, Asana, and ACT
  • Familiarity with Strategic Coach concepts is a plus
  • Can work independently a significant portion of the time, deploy exceptional problem-solving skills, and make decisions as appropriate in all areas of responsibility
  • Ability to communicate and collaborate internally and externally in a professional manner
  • Exacting accuracy and timeliness
  • Ability to prioritize and multitask while adhering to hard deadlines
  • Capable of speaking on behalf of the CEO precisely as intended


Why You Should Apply

  • Competitive salary and bonus, 401K plan, employer supported health insurance, employer funded Life, AD&D, LTD & STD Insurance, and a wide range of voluntary insurance options
  • Paid sick, vacation, personal, and holiday time
  • In-person, office-based role in Manchester, NH


Strategic Assistant Job Responsibilities

  • Screen office calls, emails, and visitors as appropriate
  • Schedule appointments, monthly meetings, update CEO calendar, faxing, and filing
  • Book CEO domestic and international travel including accommodation and transportation; manage private aircraft registrations, pilot list and scheduling, according to preferences
  • Monitor all real estate and insurance licenses enterprise wide and nationally for business entities, CEO and Executive Vice President, renewing as appropriate
  • Ensure all insurance policies are scanned, renewed, received, and reviewed by appropriate staff upon receipt
  • Ensure all company and personal vehicles (boat, airplane, cars, maintenance vehicles, etc.) are registered, insured, and licensed appropriately
  • Maintain annual updates on CEO conflict listings
  • Provide human resources support including maintaining personnel files and employee handbooks, initial screening of applicant resumes, and support new hire documentation, onboarding, and orientation
  • Provide personal assistance to family and executive team including event planning (venue, catering, logistics) and personal errand support on an as-needed basis
  • Maintain office supply inventory; restock kitchen and coffee area
  • Monitor service and equipment contracts including maintenance, negotiation, and renewal
  • Perform market analysis for equipment replacement and present recommendations to CEO as needed
  • Communicate building maintenance requests to and from cleaning company
  • Monitor and renew all domain names in conjunction with IT Director
  • Scan all leases, corporate documents, and other projects (mortgages, closing documents, etc.) as received and file appropriately
  • Monitor database for duplicates, set up groups, add new contacts, and create templates
  • File annual reports in all appropriate states and prepare annual minutes
  • Shutdown and withdrawal of business entities from Department of Revenue and Secretary of State offices as needed, renew trade names as appropriate, maintain entity matrix
  • Assign parking spaces and security codes to employees and tenants; monitor NEST security feed for building
  • Request certificates of insurance from tenants and vendors and monitor receipt of same
  • Create and maintain tenant real estate e-files and engage in document management


About INEX Capital & Growth Advisors (www.inex.com/)

INEX is a multi-disciplinary firm providing management consulting to insurance agency owners throughout the United States. Our firm is comprised of senior principals who are thought leaders and agency experts in several areas – from insurance agency valuations to organizational structural analysis, strategic planning, staff and leadership development, financial analysis and operational improvements, cost containment, due diligence, mergers and acquisitions (M&As), and deal management.


We know insurance agencies inside and out, having owned and operated agencies and participated in nearly 500 M&As over the past four decades. Professional staff designations include Chartered Property & Casualty Underwriter (CPCU), Certified Insurance Counselor (CIC), and Certified Commercial Investment Member (CCIM), as well as a variety of insurance and advisory licenses throughout the US.

​

Whether you want to start or buy an agency, already own one and want more profitable growth, or are ready to sell, the experienced principals at INEX are here to help.


INEX is an equal opportunity employer, dedicated to building an inclusive and diverse workforce.

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