Operations and Executive Support Lead

Responsibilities

• Provide executive administrative support to executive members of the organization
• Manage the Managing Director's time, daily appointments, tasks, email, and phone calls
• Coordinate the annual office compliance audit with broker/dealer auditors and employees
• Oversee day-to-day office operations, including escalation, delegation, decision-making, and office manager management
• Coordinate office events, meetings, and team-building activities
• Manage the life insurance process from application intake through policy issuance
• Coordinate status communications among clients, brokers, and insurance companies
• Maintain a clean, organized, stocked, and properly managed work environment
• Serve as primary point of contact for vendors and building management
• Assist with employee lifecycle documentation, onboarding, access, and equipment
• Handle office inquiries and troubleshoot operational issues
• Manage executive calendars, meetings, presentations, travel, correspondence, reports, and communications
• Coordinate executive meetings, agendas, notes, and action-item follow-up
• Facilitate communication among executives, clients, and vendors
  
  Manage the team onboarding new clients and track onboarding milestones
• Coordinate preparation of client-specific presentation and meeting materials
• Maintain the internal database and lead transition activities
• Perform other responsibilities assigned by the Manager

• 1-2 years of relevant experience
• High school or equivalent
• Strong attention to detail and ability to prioritize tasks effectively
• Excellent organizational and multitasking skills
• Strong written and verbal communication skills
• Ability to maintain professionalism and confidentiality
• Proficiency in Microsoft Office Suite:
  Word, Excel, PowerPoint, and Outlook
• Proficiency in office management software
• Ability to work independently and as part of a team in a fast-paced environment
• Positive, can-do attitude with excellent interpersonal skills