Legal Executive Assistant

The Executive Assistant provides executive-level administrative, organizational, and strategic support to the Chief Legal Officer (CLO) and members of The Penn Mutual Law Department. The role offers the opportunity to develop broad experience, skills, and knowledge of Law Department policies, procedures, and practices. The Executive Assistant also facilitates and coordinates projects and deadlines, working with minimal supervision.

Penn Mutual has embraced a flexible, hybrid approach to work. Employees can choose where they work best based on their role and personal preferences, supporting balance and the ability to bring their whole selves to work.

For over 175 years, Penn Mutual has empowered individuals, families, and businesses to pursue their financial goals. In partnership with financial professionals across the United States, Penn Mutual and its affiliates offer life insurance, annuities, wealth management, and institutional asset management services.

• High school diploma or equivalent required; college degree or paralegal certificate preferred.
• Seven or more years providing administrative support to a senior-level executive required.
• Paralegal skills preferred.
• Ability to exercise discretion when accessing and working with confidential information.
• Exceptional attention to detail and commitment to high-quality work.
• Ability to work independently with minimal direction and supervision.
• Flexibility and comfort with ambiguity; ability to thrive in a fast-paced environment with shifting priorities.
• Intellectual curiosity and desire for continuous learning.
• Proven ability to take initiative, act with urgency, and follow through.
• Strong organizational and planning skills, including the ability to manage multiple conflicting deadlines.
• Strong problem-solving skills.
• Ability to collaborate, build relationships, and work with leaders and associates across the organization.
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook.
• Ability to become proficient in company tools and systems.
• Ability to contribute positively by learning new skills and suggesting process or procedure improvements.

• Coordinate and optimize the CLO’s schedules, priorities, presentations, and commitments to support productivity, effectiveness, and strategic focus.
• Support the Office of the Corporate Secretary, including assisting with drafting minutes for affiliated boards and committees, record keeping, and file management.
• Handle highly confidential and sensitive information with professionalism and discretion.
• Draft, edit, and proofread executive correspondence, presentations, and other communications with keen attention to detail.
• Plan and coordinate the CLO’s calendar of events; schedule appointments; prepare detailed itineraries and travel accommodations; maintain travel and expense records; and coordinate staff and department meetings and agendas.
• Support the department’s onboarding process, including onboarding new associates and assisting with the attorney rotation process for its intern/extern program.
• Work with Information Technology to facilitate training and communications to the Law team about key technology updates.
• Use artificial intelligence and other emerging technology to streamline workflows, improve processes, enhance executive effectiveness, and support business objectives.
• Use desktop tools such as Microsoft Office products and electronic mail systems.
• Assist with maintaining departmental records, including electronic files and files held at an off-site location.
• Track the departmental budget.
• Provide assistance to the paralegal team as needed.