Overview
Executive Administrative Assistant Jobs in Atlanta, GA at National Insurance Group
We are seeking a highly organized, professional, and proactive Executive Administrative Assistant to support our executive leadership and day-to-day operations within a growing financial services and insurance organization.
This individual will play an important role in keeping the executive team organized, supporting clients and financial professionals, coordinating meetings and follow-ups, maintaining our CRM, assisting with insurance and financial-services administrative processes, and ensuring that internal operations run efficiently.
The ideal candidate is detail-oriented, polished, dependable, comfortable communicating with high-level professionals and clients, and capable of managing multiple priorities in a fast-paced environment.
Key Responsibilities : Executive & Administrative Support
- Provide direct administrative support to executive leadership.
- Manage calendars, appointments, Zoom meetings, conference calls, and internal meetings.
- Coordinate meeting schedules across multiple time zones.
- Prepare agendas, meeting notes, reports, presentations, and follow-up items.
- Track executive priorities, deadlines, pending items, and action steps.
- Draft and proofread professional emails, letters, client communications, and internal correspondence.
- Maintain organized electronic records, documents, and confidential files.
- Assist with travel arrangements, event coordination, reservations, and executive scheduling as needed.
Client & Professional Communication
- Communicate professionally with clients, physicians, business owners, insurance agents, CPAs, attorneys, carriers, and strategic partners.
- Make outbound calls for meeting confirmations, appointment scheduling, follow-ups, and relationship management.
- Respond to incoming calls and emails and route inquiries appropriately.
- Follow up with prospective and existing clients regarding appointments, documentation, and outstanding requirements.
- Maintain a high level of professionalism, discretion, and confidentiality when handling sensitive financial and personal information.
Financial Services & Insurance Support
- Assist with the administrative processing and tracking of life insurance, disability insurance, annuity, retirement, and other financial-services cases.
- Follow up with insurance carriers regarding contracting, licensing, applications, underwriting requirements, pending cases, commissions, and outstanding documentation.
- Assist financial professionals and agents with onboarding and contracting requirements.
- Track carrier appointments, licensing documents, forms, signatures, and compliance-related requirements.
- Coordinate with agents, clients, carrier representatives, underwriting teams, and internal staff to keep cases moving efficiently.
- Maintain accurate records of client and agent activity.
Qualifications
- Previous experience as an Executive Assistant, Administrative Assistant, Office Coordinator, Client Services Associate, or similar role.
- Experience within financial services, insurance, banking, wealth management, accounting, or another professional-services environment is strongly preferred.
- Excellent written and verbal communication skills.
- Strong organizational and time-management abilities.
- Exceptional attention to detail.
- Professional telephone and email etiquette.
- Ability to communicate confidently with executives, clients, financial professionals, and external partners.
- Ability to manage multiple priorities and deadlines with minimal supervision.
- Strong follow-through and problem-solving skills.
- High level of discretion when handling confidential information.
- Comfortable working in a fast-paced and growing organization.
We are looking for someone who is:
- Highly organized
- Proactive rather than reactive
- Professional and polished
- Dependable and punctual
- Resourceful
- Detail-oriented
- Comfortable taking initiative
- A strong communicator
- Able to anticipate executive and client needs
- Comfortable following up persistently and professionally
- Able to work independently while also collaborating with a team
- Interested in growing within the financial-services industry
Education
Associate’s or Bachelor’s degree preferred, although relevant professional experience may be considered in place of a degree.
Additional Requirements
- Must be able to work in-office in the Atlanta area.
- Reliable transportation required.
This position offers the opportunity to work closely with executive leadership and gain exposure to multiple areas of the financial-services industry, including financial planning, insurance, wealth strategies, client relationship management, business development, and professional partnerships.
The right individual will have the opportunity to take on increasing levels of responsibility as the organization continues to grow.
Tipo de puesto: Tiempo completo
Beneficios:
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Lugar de trabajo: Empleo presencial
Title: Executive Administrative Assistant
Company: National Insurance Group
Location: Atlanta, GA
Category:
