Executive Assistant
2 weeks ago
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.
- 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.
- Knowledge of the insurance/financial services industry
. Working knowledge of Salesforce
. Working knowledge of Orion
. Proficient with Office 365
. Knowledge of Estate Planning, U.S. tax, and investments a plus
Schedule:
- 8-hour, M-F, Eastern Standard Time (overnight shift)
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