Financial Insurance Executive Assistant

6 days ago

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VirtueStaff

WebsiteLinkedInAll Job Openings

11 - 50 employees

👥 HR Tech

🎯 Recruitment

Description

• Company: VirtueStaff • Job Title: Financial/Insurance Executive Assistant • Location: Remote (Work from Home) • Schedule: 20-40 hrs/week • VirtueStaff is on the lookout for a skilled and detail-oriented Financial/Insurance Executive Assistant to support our finance and insurance team. In this critical role, you will manage administrative functions related to financial and insurance operations, allowing our executives to focus on strategic initiatives and client relationships. This position is ideal for candidates with a solid background in finance or insurance and exceptional organizational skills. • Responsibilities • Assist executives in managing calendars, scheduling meetings, and organizing travel arrangements • Prepare and edit financial reports, insurance documents, and presentations • Maintain and organize client files, insurance applications, and financial records • Handle invoicing, billing, and accounts receivable tasks related to insurance and finance services • Communicate effectively with clients, insurance providers, and financial institutions • Conduct research and gather data to support reporting and financial analysis • Coordinate special projects and initiatives in the finance and insurance sectors • Provide general administrative support, including managing emails and answering phone calls

Requirements

• Proven experience as an Executive Assistant, preferably in a financial or insurance environment • Strong understanding of financial products and insurance services is highly regarded • Excellent organizational and multitasking abilities • Exceptional written and verbal communication skills • Proficient in Microsoft Office Suite and familiar with financial and insurance software • Capable of managing multiple deadlines and prioritizing tasks efficiently • Maintain a high level of professionalism and confidentiality at all times • Able to work independently as well as collaborate within a remote team • Strong analytical skills and attention to detail

Benefits

• Work From Home • Performance Bonus