Executive Assistant

Role Overview

• Provide high-level administrative support to executive leadership, including strategic calendar management, meeting coordination, digital file organization, and leveraging advanced technology tools (Microsoft 365, Teams, document management systems, and virtual meeting platforms) to enhance efficiency, accuracy, executive productivity, and the secure handling of sensitive and confidential information in a remote environment
• Manage and prioritize executive emails, correspondence, and requests with professionalism and attention to detail
• Coordinate virtual meetings, prepare agendas, capture accurate meeting notes, and track follow-up action items
• Prepare, review, edit, and format reports, presentations, proposals, and internal communications
• Assist with running insurance proposals and submitting applications for clients and insurance agents
• Support the insurance application process by following up with clients and agents on required items, documentation, and outstanding requirements
• Conduct and coordinate screening calls as needed and monitor cases to ensure applications progress toward approval and policy issuance
• Track case status, deadlines, and deliverables to ensure timely follow-through and completion
• Serve as a liaison between executive leadership, internal teams, insurance agents, clients, and external partners
• Maintain organized, compliant, and secure digital filing systems and client records
• Assist with project coordination, operational tasks, and special initiatives as assigned
• Anticipate executive and operational needs and proactively identify opportunities to improve workflows, processes, and efficiency

Requirements

• Proven experience as an Executive Assistant, Administrative Assistant, Operations Assistant, or similar role supporting senior or executive leadership
• Strong operations background with the ability to manage workflows, track cases, and support cross-functional processes

Benefits

• Fully Remote
• US East Coast hours