An insurance brokerage firm that works with businesses and HNW individuals is looking for an Executive Assistant to support two Partners. The company has been in business for 25 years and is growing rapidly. The role is hybrid: in office Monday-Thursday, remote on Fridays. The office is located near Windmill Avenue and Antonio Parkway and has 25 employees. The culture is collaborative and has quarterly employee events and outings.

About the Job:

¨     Vet and prioritize the Partner’s emails and draft responses

¨     Planning and executing internal and external meetings and events

¨     Prepare and edit correspondence, reports, and presentations

¨     Maintain well-organized filing systems for professional records and correspondence

¨     Handle confidential and sensitive information with discretion

¨     Screen incoming phone calls delivering detailed, timely messages to the appropriate parties

¨     Proactively manage daily calendar, identifying and mitigation potential conflicts

¨     Schedule and prepare for meetings by organizing agendas, taking minutes, and following up on action items

¨     Help plan and coordinate business events and functions

¨     Schedule internal and external meetings

¨     Coordinate complex travel arrangements including flights, cars, hotels, and other reservations and manage private aviation to identify and mitigate potential travel disruptions whenever possible

¨     Process expense reports

About You:

¨     Minimum of 5 years of experience in a related support position

¨     BA/BS from a college or university a plus

¨     Excellent Microsoft Office skills (Word, Excel, PowerPoint and Outlook)

¨     Polished, professional demeanor

¨     Proactive go-getter; no task is too big or too small

¨     Outstanding communication skills

Salary, Benefits, 401K, Paid Vacation, 401k

Hours: 8:30-5