Administrative Assistant, Life Insurance Assistant
Confirmed live in the last 24 hours
EPIC Insurance Brokers
Job Description
Location: Hybrid, McLean, VA office.
About Vanbridge, an EPIC Insurance Brokers company.
Vanbridge bridges the gap between insurance and capital markets, enabling our clients to manage risk, enhance strategies, and strengthen long-term financial performance. We go beyond the perceived limits of insurance to maximize its potential. As part of EPIC Insurance Brokers & Consultants, with revenues approaching $2 billion, we're proud to be consistently recognized as a "best place to work" with exceptional team retention, competitive compensation, and unmatched camaraderie.
Our interdisciplinary team of insurance, capital markets, legal, and tax professionals provides concierge-level consulting on estate, business, and financial planning strategies. We serve RIAs, CPA and law firms, family offices, private equity firms, corporations, and high-net-worth individuals who count on us for world-class solutions.
The Opportunity
We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support the Director of Executive Benefits. This is a dynamic role at the intersection of high-touch client service and sophisticated planning. You'll serve as the operational backbone of a fast-paced practice, ensuring seamless coordination across client engagements, advisor relationships, and internal teams.
The ideal candidate thrives under pressure, anticipates needs before they arise, and brings both polish and practicality to everything they do. You'll gain exposure to advanced insurance concepts, estate planning strategies, and executive benefits, making this an exceptional growth opportunity for someone building a career in financial services.Key Responsibilities
Executive & Administrative Support
- Provide comprehensive administrative support including calendar management, travel coordination, and meeting preparation
- Prepare and maintain reports, presentations, and documentation with exceptional attention to detail
- Handle confidential information with the utmost integrity and discretion
- Monitor deadlines and ensure timely completion of tasks and projects
- Manage CRM data entry, auditing, and task tracking with accuracy and consistency