Current jobs related to Executive Assistant to President and New Business Processor-FL-OnSite - Boca Raton - Vensure Employer Services
-
Executive Assistant/ Tax Processor
3 weeks ago
Boca Raton, United States Gerson, Preston, Klein, Lips, Eisenberg, Gelber GPKLEG Full timeJob DescriptionJob DescriptionWe are currently looking for an Tax Processor/ Administrator for our Boca Raton Accounting office. The ideal candidate will exhibit high standards, excellent communication skills, have the ability to take initiative, prioritize daily tasks, and preferably have experience in a tax accounting office in order to provide...
-
Receptionist/Client Services
4 weeks ago
Boca Raton, United States Career Developers Full timeRefer a friend: Referral fee program Career Developers Inc., a distinguished staffing and consulting firm, is proud to celebrate 30 years of service excellence. As a GSA Contract holder, we offer comprehensive staffing solutions for both commercial and government sectors nationwide. By selectively partnering with clients who share our values, we ensure...
-
Receptionist/Client Services
1 month ago
Boca Raton, United States Career Developers Full timeRefer a friend: Referral fee program Career Developers Inc., a distinguished staffing and consulting firm, is proud to celebrate 30 years of service excellence. As a GSA Contract holder, we offer comprehensive staffing solutions for both commercial and government sectors nationwide. By selectively partnering with clients who share our values, we ensure...
-
Fraud Prevention Associate
2 months ago
Boca Raton, United States FlexShopper Full timeThe position is located in Boca Raton 5 days onsite may include one day in the weekends.FlexShopper, LLC, a wholly owned subsidiary of FlexShopper, Inc. (Nasdaq: FPAY) is a financial and technology company that provides brand name durable goods to consumers on a lease-to-own (LTO) basis through its ecommerce marketplace (www.FlexShopper.com) and LTO payment...
-
Executive Assistant
2 weeks ago
Boca Raton, United States BlueTeam Full timeJob DescriptionJob DescriptionExecutive Assistant - Private Sector – BlueTeam “This position is based in Boca Raton, FL, and requires on-site work.”We are…BlueTeam is a dynamic and rapidly growing restoration, construction, and roofing company dedicated to servicing our commercial clients and becoming an extension of their risk and asset management...
-
Boca Raton, United States Criterion Executive Search Full timeJob DescriptionJob DescriptionWell respected Insurance Agency continuing to grow as one of the best places to work in South Florida is hiring a Technical Assistant for the Commercial Lines team. The role of a Technical Assistant is to support the team with processing, revieing and data input of commercial lines insurance. The ideal candidate will have 1-2+...
-
Senior Business Analyst
4 weeks ago
Boca Raton, United States StevenDouglas Full timeTitle: Senior Business AnalystLocation: Boca Raton, FL, Fl Hybrid- 3 days onsiteWork Requirements: Those authorized to work in the United States without sponsorship are encouraged to apply.This role is not open to third party vendors.Summary:The Business Analyst plays a key role in supporting agile software development with a focus on Salesforce Commerce...
-
Senior Business Analyst
3 weeks ago
Boca Raton, United States StevenDouglas Full timeTitle: Senior Business AnalystLocation: Boca Raton, FL, Fl Hybrid- 3 days onsiteWork Requirements: Those authorized to work in the United States without sponsorship are encouraged to apply.This role is not open to third party vendors.Summary:The Business Analyst plays a key role in supporting agile software development with a focus on Salesforce Commerce...
-
President
6 days ago
Boca Raton, United States Sustainable Retailer Full timeOverview:The President will report into the Co-Founder & CEO and is integral in driving strategic direction, leading organizational growth, and shaping the future of the company. The President plays a pivotal role in setting the tone for innovation, operational excellence, and customer-centricity within the company. This leadership position offers...
-
President
2 months ago
Boca Raton, United States Sustainable Retailer Full timeOverview:The President will report into the Co-Founder & CEO and is integral in driving strategic direction, leading organizational growth, and shaping the future of the company. The President plays a pivotal role in setting the tone for innovation, operational excellence, and customer-centricity within the company. This leadership position offers...
-
Mortgage Loan Originator
3 months ago
Boca Raton, United States HSP Enterprises Inc Full timeJob DescriptionJob DescriptionCapital Funding Financial, located in northwestern MA and south FL, is a nationwide, direct private money lender specializing in fast and affordable mortgage solutions for real estate investors, is looking for a Mortgage Loan Originator / Processor / Inside Sales. The position is full time with an excellent pay and benefits...
-
Account Executive
2 months ago
Boca Raton, United States Criterion Executive Search Full timeJob DescriptionJob DescriptionOur client, a well-established insurance agency focusing on middle market to larger commercial business accounts is adding a new Commercial Account Executive to their team. Commercial AE is responsible for the strategic coordination of the accounts, managing a large book of business, resolving complex client service needs,...
-
Roofing Project Manager
3 hours ago
Boca Raton, United States Executive Alliance Full timeJob DescriptionJob DescriptionOur client, a national disaster restoration, roofing, and construction company, is looking for a Roofing Project Manager.The primary responsibilities of the Roofing Project Manager include estimating, profitability, and execution of roofing projects. The Roofing Project Manager will also be responsible for the logistics and...
-
Executive Assistant
2 weeks ago
Boca Raton, United States The Presser Law Firm, P.A. Full time $35,000 - $50,000Job DescriptionJob DescriptionWe are currently looking for an outgoing Executive Assistant to provide personalized administrative and property management support in a well-organized and timely manner. You will work on a one-to-one basis on a variety of tasks related to executive’s work and personal life, in addition to facilitating the management of...
-
Boca Raton, United States Carper Consulting Full timeJob DescriptionJob DescriptionNote: This is not just an admin job, this person will also have 2+ years life insurance and/or financial Service industry experience. Candidates with both will be the first to be interviewed. Person will support the CEO half the time as his admin but also handle new business inquiries, working with underwriters, case managers,...
-
Mortgage Loan Processor
2 days ago
Boca Raton, United States Digital Risk Full timeProcessorDigital Risk’s mission to Make Mortgages Safe relies on the perfect blending of human experience and state-of-the-art technology to serve its workforce and clients.Digital Risk’s 1,500+ team members make us one of the largest mortgage outsource providers in the U.S., supplying appraisal and mortgage processing, underwriting and closing to the...
-
Mortgage Loan Processor
17 hours ago
Boca Raton, United States Digital Risk Full timeProcessor Digital Risks mission to Make Mortgages Safe relies on the perfect blending of human experience and state-of-the-art technology to serve its workforce and clients. Digital Risks 1,500+ team members make us one of the largest mortgage outsource providers in the U.S., supplying appraisal and mortgage processing, underwriting and closing to the...
-
Mortgage Loan Processor
3 days ago
Boca Raton, United States Digital Risk Full timeProcessorDigital Risk’s mission to Make Mortgages Safe relies on the perfect blending of human experience and state-of-the-art technology to serve its workforce and clients.Digital Risk’s 1,500+ team members make us one of the largest mortgage outsource providers in the U.S., supplying appraisal and mortgage processing, underwriting and closing to the...
-
Mortgage - Processor
3 months ago
Boca Raton, United States Paramount Residential Mortgage Group Full timeOverview: As a processor, your goal is to create raving fans of your customers which are the borrowers, sales, and underwriting staff. You will process loans in accordance with company policies and procedures. At PRMG, we make it our mission to place individuals in a job capacity that compliments their skill sets and strengths that allows for personal growth...
-
Account Executive
2 weeks ago
Boca Raton, United States wiZeHR Solutions Full timeAccount ExecutiveJob Description:wiZeHR has been retained to find a highly motivated and client-focused Account Executive to join our client's team. This role is designed for someone who thrives on building and nurturing relationships with current clients, exploring opportunities for re-engagement with previous clients, and leveraging warm referrals to drive...
Executive Assistant to President and New Business Processor-FL-OnSite
1 month ago
Financial Firm offering a broad range of insurance and financial services, leveraging strategic partnerships to provide our clients with comprehensive, individualized plans resulting in long term client loyalty. Currently seeking a highly organized and professional Executive Assistant to join the team and provide on-going administrative support as they expand their practice in south Florida and New York.
Position Overview
The successful candidate will have great communication skills, superior organizational skills and enjoy working in a small office environment. You will be part of a team supporting 4+ financial professionals located in Florida and New York and will be responsible for assisting with Executive administrative functions for the President of the firm as well as handle the New Business Processing for the firm. You will be one of the initial points of contact for client calls, manage an ever-changing calendar, and assist with the completion of forms and new business requests
LEVEL OF SUPERVISION/SUPERVISORY RESPONSIBILITIES
The ability to effectively manage multiple tasks and conflicting priorities while dealing with multiple interruptions is critical. Ability to maintain the utmost confidentiality of clients and business operations information.
Position Expectations
- Manage President's/CEO calendar and appointments
- Manage President's/CEO follow-ups
- Handle and prioritize incoming phone calls.
- Maintain client files utilizing PaperClip Electronic Filing Systems.
- Maintain and Update client information contained in the CRM (SmartOffice).
- Prepare and submit new account paperwork and applications
- Follow up on underwriting and outstanding requirements
- Run inforce illustrations and create spreadsheets as needed
- Being coachable and collaborative.
- Motivated by results and finding solutions by taking the initiative and exceeding client expectations.
Experience
- 5+ Years experience as Executive Assistant or Customer Service Associate
- 2+ Years Insurance and/or Financial Service Industry experience
- New Business experience preferred, but not required
- Proficient with Microsoft Office (Required)
- Comfortable with technology and able to acclimate to using multiple systems simultaneously. Tools we use include SmartOffice CRM, PaperClip Electronic Filing, Box Electronic Storage, DocuSign Electronic Signature and Quicken among others. Some experience is preferred, but not required
Skills & Abilities
- Excellent PC skills, including MS Office
- Superior Organizational Skills
- Exceptional Communication Skills (written and oral)
- Effective Interpersonal Skills
- Ability to work independently in a collaborative team environment and meet deadlines
- Project a customer service mentality with a high level of professionalism at all times
- Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
