Experienced Executive Assistant

Description

Experienced Executive Assistant opportunity, in-office, in Dunwoody.

Compensation: $50,000+ base salary, plus bonus. Competitive Salary based on experience.

We are seeking a highly organized and proactive Executive Assistant to support the daily operations of a growing insurance and financial advisory practice. This individual will play a critical role in ensuring smooth business operations, assisting with administrative tasks, and helping manage internal team communication and accountability.

The ideal candidate is detail-oriented, tech-savvy, and able to manage multiple priorities with efficiency and professionalism. Experience in the insurance or financial services industry is strongly preferred.

Compensation

• Base Salary: $50,000 (based on experience) + bonus

Responsibilities

• Follow up daily on pending insurance policies, underwriting cases, and application statuses
• Liaise with carriers and back-office teams to ensure timely approvals
• Manage and coordinate the executive's calendar, schedule appointments, and confirm meetings
• Monitor and organize the executive's email inbox, flagging key action items and responding when appropriate
• Track the progress and tasks of newly hired advisors
• Coordinate weekly follow-ups with staff and internal team members
• Prepare reminders, agendas, and task lists for internal meetings
• Assist with document organization, digital filing, and CRM updates
• Create simple reports or summaries related to advisor onboarding, policy status, or task completion
• Handle ad hoc administrative tasks and special projects as needed

Qualifications

• Proven experience as an executive assistant, administrative assistant, or similar support role
• Strong organizational and time management skills
• High attention to detail and ability to manage follow-ups
• Professional written and verbal communication skills
• Proficient in Microsoft Office, Google Workspace, and CRM platforms (Redtail, Salesforce, etc.)
• Experience in insurance, financial services, or advisor support is a plus
• Self-starter who is resourceful and takes initiative