Job Description

Our client, an established financial planning/insurance firm in Winston-Salem, is seeking a highly organized and proactive Executive Assistant to support the Managing Director and help ensure the office runs smoothly. This role combines traditional executive support with client service, light marketing coordination, and administrative responsibilities related to insurance and investment processes.

Schedule/Compensation:

• Full-time, in-person located in Winston-Salem, MondayFriday, 8:00 AM5:00 PM
• Salary: $60,000$75,000 (depending on experience)

Responsibilities:

Executive Support

• Manage calendars, appointments, and scheduling
• Handle email inbox, communication flow, and correspondence
• Greet clients and visitors, screen calls and mail
• Maintain client records, case notes, files, and documentation
• Review company communications and keep the Managing Director and team informed
• Support planning for office growth and operational improvements
• Ensure compliance with investment and insurance requirements

Client & Advisor Support

• Prepare materials for client/prospect meetings
• Process applications and forms (insurance + investment)
• Arrange medical exams and follow up on underwriting
• Coordinate policy delivery, service requests, and account changes
• Respond to client inquiries and service needs
• Work with internal operations partners on behalf of the Managing Director and clients

Marketing & Relationship Outreach

• Assist with email/phone outreach, follow-ups, and appointment rescheduling
• Support basic marketing tasks such as client birthdays, age-change notices, and re-engagement
• Help with prospecting efforts and maintaining professional client profiles

Qualifications:

• Strong computer skills, especially Microsoft Excel and Microsoft Office
• Excellent written and verbal communication skills
• Exceptional attention to detail and organization
• Ability to manage multiple priorities and deadlines
• Comfortable working with confidential information
• Professional mindset, strong interpersonal skills, and willingness to learn

Licensing & Development

Candidates must hold or obtain the following:

• Life & Health Insurance License within 6 months of hire
• Long-Term Care License within 6 months of hire
• SIE, Series 7, and Series 63 within 18 months of hire
• Company supports you through the licensing process

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