Special Assistant to CEO
Finclude
Role Summary:
Our Insurance client is seeking a high-performing and proactive individual to serve as Special Assistant to the CEO at the AVP/VP level. This hybrid position blends executive office management, business planning, stakeholder coordination, and analytical support — ideal for a mature, strategic professional ready to work closely with the CEO and leadership team on high-impact initiatives.
The role combines the strategic scope of a Business Planning Manager with the operational and administrative command of a Chief of Staff or Senior Executive Secretary. It is designed for individuals who thrive in a high-pressure environment and are comfortable managing both the boardroom and the back office.
Key Responsibilities:
1. Strategic Support & Business Planning - Partner with the CEO in tracking strategic initiatives, OKRs, and cross-functional execution - Prepare executive dashboards, board presentations, business performance reports, and internal updates - Support analysis for board meetings, digital transformation, UBL Bank collaborations, and insurance KPIs
2. Executive Office Management & Secretarial Services - Manage the CEO’s calendar, meetings, travel, guest coordination, and event logistics - Attend, screen, and prioritize phone calls, emails, and confidential communications - Ensure the CEO’s office is operating at a high level of professionalism, discretion, and readiness
3. Data & Analytical Reporting - Coordinate with Finance, Distribution, Underwriting, and IT for business data - Prepare actionable insights using Excel, PowerPoint, and internal reporting tools - Support tracking of revenue performance, claims trends, motor portfolio analysis, and digital adoption metrics
4. Stakeholder Liaison & Governance Support - Liaise with UBL Bank teams, reinsurers, brokers, SECP, and board directors - Coordinate board meeting schedules, agendas, minutes, and follow-ups - Maintain CEO-level project trackers and institutional knowledge archive
5. Office Supervision & Administrative Oversight - Oversee CEO office support staff including administrative, logistics, and hospitality teams - Ensure document control, visitor handling, and office logistics meet board-ready standards - Coordinate operational readiness for internal reviews, audits, and CEO-led initiatives
Requirements
Education: Bachelor's degree required; Master's preferred (e.g., MBA, MPA, MS Business)
Experience: 5–10 years in executive planning, corporate office, or C-level support roles
Skills: Strong command of MS Excel, PowerPoint, business communication, coordination
Preferred Background: Insurance, banking, corporate planning, consulting, or board-level support
Personal Attributes: Strategic thinker, discreet, proactive, detail-oriented, high executive presence
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