Executive Assistant – Waltham, MA

Executive Assistant – organized and detailed?

Are you the type of person who really enjoys making life easier for your boss? If so, read on! Imagine working for one of the top 50 New York Life agents in the country and providing impeccable client service for our busy practice. You will be supporting the founding agent of Exit Strategies Group, a firm providing key services that help business owners leave their companies at the right time, to the successors they choose, and with the right amount of cash they need. Our founder has achieved the top award levels at NY Life for the past 15 years which has granted him – and you – dedicated platinum service for fast turnaround whenever you call.   You will be working with a distinguished team of CPA’s, attorneys and other professionals who each have a role in our practice, ensuring our clients get what they require on time, every time. Your new boss needs a solid, professional assistant he can count on to manage the office, so if this describes you we want to hear from you!

About the position:

The Executive Assistant will be responsible for keeping the ball rolling at all times, ensuring that our clients are happy and our agent organized and efficient.  A snapshot of key accountabilities include:

  • Managing all new business workflow
  • Scheduling medical exams when needed
  • Following through on transfer of assets
  • Assist client with questions on daily basis including investigating and providing solutions
  • Manage agents calendar and LinkedIn account
  • Prepare agendas and schedule internal/external meetings
  • Ensure files are organized and in compliance with NY Life
  • Prepare appropriate financial correspondence
  • Update agent weekly on all life, investment related and underwriting issues

Traits required for success:

Our ideal candidate works at a steady and even pace to ensure accuracy and quality of work. Patient with routine, you remain calm under pressure and at the same time can adjust to your boss who moves quickly and with urgency. You are able to work alone in an office, and also enjoy the camaraderie of others who work in proximity.   In addition to your strong attention to detail and follow up, you aim to serve and are non-confrontational with others. Cautious and careful, you understand the importance of maintaining confidential information and using discretion at all times.

Skills/Experience/Knowledge required:

  •  Minimum 5 years administrative experience preferably in a small office or workgroup, reporting to one manager
  • Excellent phone demeanor
  • Excellent typing skills, proofreading and grammar
  • Computer skills:
    • Word – intermediate to advanced
    • Excel – basic to intermediate
    • Outlook – intermediate to advanced
  • Willing to be fingerprinted by NY Life
  • Life or Health License or Securities License is of value
  • Minimum of 2 year degree is preferred