Executive Assistant

Job Description

We are seeking a proactive and organized Executive Assistant to work closely with the business owner in managing day-to-day operations and supporting the overall growth and success of the business. In this role, you will be responsible for handling a wide range of administrative tasks, including calendar management, scheduling meetings, coordinating travel arrangements, and managing correspondence. Additionally, you will assist in client communications, project management, and office organization. The ideal candidate will be detail-oriented, possess strong communication skills, and thrive in a fast-paced environment. This is an excellent opportunity for someone who is dedicated, resourceful, and eager to contribute to the achievement of business goals.

Salary: $40000.00 - $60000.00 per year

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

1. **Marketing Support:**

Assist in monitoring marketing initiatives and lead generation strategies.

Track lead costs and manage lead disposition and management processes.

Coordinate with recruiters to place job ads and ensure effective talent

acquisition.

2.

**Online Presence Management:**

Manage Google business page and monitor online reviews.

Engage with customers and address inquiries or feedback promptly.

3.

**Documentation and Process Development:**

Develop and maintain playbooks for various operational processes.

Video record playbooks for maximum retention and training efficiency.

4.

**Administrative Support:**

Schedule and coordinate trainings, meetings, and one-on-one lunches.

Conduct employee reviews and assist with HR tasks such as payroll and

bookkeeping.

Manage the company inbox and handle correspondence as necessary.

Procure and manage office supplies, schedule cleaning services, and coordinate

water service.

5.

**Financial Management:**

Process and pay invoices accurately and on time.

Handle cancellations and manage legal forms as needed.

6.

**CRM and Lead Management:**

Utilize CRM tools to manage leads and track interactions.

Liaise with lead vendors and ensure efficient lead management practices.

7.

**Regulatory Compliance:**

Assist in maintaining licensing requirements and compliance with legal

regulations.


Requirements

• 
  Proven experience as an Executive Assistant or similar role.

Strong organizational and multitasking skills.

Excellent communication and interpersonal abilities.

Proficiency in CRM tools and Microsoft Office Suite.

Attention to detail and problem-solving skills.

Ability to work independently and prioritize tasks effectively.

**Preferred

Qualifications:**

Prior experience in marketing or lead generation.

Familiarity with HR processes and payroll management.

Knowledge of basic accounting principles.

Experience with video recording and editing tools.

**Note:**

The responsibilities and qualifications listed above are not exhaustive and may

evolve based on the needs of the organization.


Company Description


Our Agency is located in Jupiter, FL specializing in Home, Life, and Auto insurance products. We care about our clients, and it shows in our results as we have achieved many awards since opening our doors. Our dedicated staff works incredibly well as a team and always put the customer first. Apply to our team today! You can also call our office at 561-575-7374 and ask for Sean Valley.