EXECUTIVE ASSISTANT

Expectations:

• Exceptional written and spoken English.
• Consistently demonstrates a deminer of gratitude.
• Passionate about technology and how it can be utilized to create efficiency.
• Must be a self-starter, goal oriented, and possess the ability to “figure it out.”

• Consolidate weekly email updates into a single report.
• Be responsible for accurately updating scorecards that are distributed throughout the organization. Some examples are Employee Satisfaction and Department Revenue.
• Able to effectively execute research projects with minimal oversight, utilizing scientific method and focusing on data driven results.
• Maintain the accuracy and confidentiality in all matters.
• Communicate effectively with team members and management to resolve any issues or questions that arise.
• Maintain proper documentation and records.

Skills and Experience:

• Four-year degree or equivalent work experience.
• One to three years of experience.
• Excellent verbal and written communication.
• Possess an up-beat, positive, service-oriented, and can-do attitude.
• Ability to maintain the confidentiality of information.
• Ability to coordinate multiple tasks and priorities in a fast-paced environment.
• High attention to detail.
• Proficiency with Microsoft Office and Outlook.
• Exceptional organization and problem-solving.

Preferred Skills:

• Knowledge of the insurance/financial services industry
• Working knowledge of Money Guide Pro
• Working knowledge of Salesforce
• Working knowledge of Orion
• Proficient with Office 365
• Knowledge of Estate Planning, U.S. tax, and investments a plus