Executive Assistant, Life Insurance Assistant

EPIC Insurance Brokers & Consultants

McLean, VA, United States
Not specified; not specified; competitive compensa...
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5+ years executive assistant experience
Microsoft office suite proficiency
Excel formulas and pivot tables
** EPIC Insurance Brokers & Consultants is seeking an organized and detail-oriented Executive Assistant to support the Director of Executive Benefits in their McLean, VA office. The role involves providing comprehensive administrative support, client and advisor coordination, and opportunities for growth in financial services. **

Job Summary

  • This role serves as the operational backbone for a fast-paced practice at Vanbridge, an EPIC Insurance Brokers company.
  • The ideal candidate will provide high-touch client service while managing sophisticated planning strategies for high-net-worth individuals.
  • Employees benefit from working in a consistently recognized 'best place to work' with exceptional team retention and competitive compensation.

Matching Summary

Match Score: 75

** EPIC Insurance Brokers & Consultants is seeking an organized and detail-oriented Executive Assistant to support the Director of Executive Benefits in their McLean, VA office. The role involves providing comprehensive administrative support, client and advisor coordination, and opportunities for growth in financial services. **

Salary

Not specified; Not specified; Competitive compensation mentioned

Skills & Requirements

Must-have

  • 5+ years executive assistant experience
  • Microsoft Office Suite proficiency
  • Excel formulas and pivot tables
  • Calendar and travel coordination
  • CRM data entry and auditing

Nice-to-have

  • Bachelor's degree in business or finance
  • Experience with estate planning strategies
  • Anticipating needs before they arise
  • Concierge-level client service skills
  • Knowledge of life insurance concepts

Key Requirements

  • 5+ years of EA or PA experience
  • Strong Excel skills including pivot tables
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter