Position Summary:
Provides administrative support to the VP of Finance & Controller and accounting assistance and support to the Finance Department and Information Technology Department. Includes a wide variety of administrative/clerical type duties.
Reporting Relationship:
Reports directly to the VP of Finance & Controller
Essential Functions/Responsibilities:
- Works in a cooperative manner with management, coworkers, customers, and vendors; seeks to support LAMMICO’s mission and vision in daily operations
- Meets assigned target dates and objectives; helps ensure that departmental quality, service, and productivity standards are met
- Providing excellent customer service to both internal and external customers
- Prepares business correspondence, memorandums, forms, and various reports
- Courteously handles incoming telephone calls, mail, and sets up department meetings and lunches as directed by VP of Finance & Controller and VP of Information Technology
- Assist VP of Finance & Controller with the preparation and organization of Board and Committee Meetings, including updating of information packet in Diligent Board Books for the Investment and Budget Committee meetings
- Circulate minutes for approval to Board and Committee members
- Updates power point presentations, meeting agendas and meeting minutes for VP of Finance & Controller
- Performs bank transfers, monitors and reports bank balances daily
- Serves as an Administrator for the banking platform and is responsible for ensuring that roles and responsibilities are up to date
- Works cooperatively with the bank personnel on any banking related issues
- Maintains check books in Excel for all companies daily
- Input and maintain the logging and collection of letters of credit for reinsurance. Sets up and maintains accounting files in electronic document retention software.
- Coordinates travel, meeting and appointment arrangements for Finance and IT Department staff, as necessary
- Prints all operating checks and obtains second signature approval, if needed
- Electronically filing of all check registers, check copies and other documents as requested by the Controller, timely
- Processes and notifies the department of updates to Finance Department Accounting Manual
- Aids and assists with requests from independent auditors, as needed
- Assists in preparation of the necessary letters to be included in the mailing of Annual and Quarterly Statements to State Insurance Commissioner
- Brings all filings to be mailed by certified mail to the post office
Secondary Functions/Responsibilities:
- Serves as a backup for remote deposit
- Primary backup with the mailing of invoices
- Assists in the dividend payment process
- Assists Senior Accounting staff with special projects
- Other responsibilities and special projects as assigned
Education, Experience and Skills
Required:
- High school diploma
- Minimum two years general accounting and administrative experience
- Strong customer focus and team orientation
- Ability to appropriately handle confidential or sensitive company information
- Excellent communication skills with the ability to interact and work effectively with employees at all levels within the organization
- Ability to manage time, set priorities, and work independently
- Excellent organizational skills
- Proficiency in the use of Microsoft Office Programs, Teams and Sharepoint
Desired:
- Insurance industry experience
- General knowledge of medical professional liability insurance products/coverages
Job Type: Full-time
Pay: $47,900.00 - $53,910.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Schedule:
Education:
- High school or equivalent (Required)
Experience:
- Executive Assistant: 5 years (Required)
Work Location: In person