Executive Assistant

2 weeks ago

WinstonSalem, United States The Resource Full time

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

  • Remote Administrative Assistant Executive Search

    2 weeks ago

    Winston-Salem, United States Keller Executive Search Full time

    A global executive search firm in Winston-Salem is looking for an Administrative Assistant to provide crucial support to executive search professionals. The role involves managing calendars, preparing documents, and assisting with client research. Candidates should have strong organizational skills and a familiarity with Microsoft Office. The position offers...

  • Executive Assistant

    1 week ago

    Winston-Salem, United States Winston-Salem State University Full time

    Position Summary Winston-Salem State University invites applications for the position of Executive Assistant to the Vice Provost for Student Success. This position provides high-level administrative and executive support to the Vice Provost and plays a vital role in ensuring the efficient management of divisional operations, communications, and strategic...

  • Executive Assistant

    4 weeks ago

    Winston-Salem, United States Winston-Salem State University Full time

    Executive Assistant Graduate College at Winston?Sellam State University seeks an Executive Assistant to support the Dean and the Graduate College. Position Overview Are you an administrative professional with a background in Higher Ed? Are you passionate about supporting students on their academic journeys? The Graduate College of WSSU is seeking an...

  • Executive Assistant

    2 weeks ago

    Winston-Salem, United States Federato Full time

    Executive Assistant Federato is on a mission to defend the right to efficient, equitable insurance for all. We enable insurers to provide affordable coverage to people and organizations facing the issues of today - the climate crisis, cyber-attacks, social inflation, etc. Our vision is understood and well funded by those behind Salesforce, Veeva, Zoom, Box,...

  • Executive Assistant

    2 weeks ago

    Winston-Salem, United States The Resource Co Full time

    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...

  • Executive Assistant

    2 weeks ago

    Winston-Salem, United States The Resource Co Full time

    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...

  • Executive Assistant/Project Administrator

    3 weeks ago

    Winston-Salem, United States Inmar Full time

    Executive Assistant/Project Administrator To CFOThe Executive Assistant/Project Administrator to CFO provides high-level administrative support to the Senior Leadership Team as assigned. As a highly organized coordinator of people and processes, the Executive Assistant/Project Administrator serves as a key support to the Senior Leadership Team of Inmar,...

  • Executive Assistant/Project Administrator

    3 days ago

    Winston-Salem, United States Inmar Full time

    Executive Assistant/Project Administrator To CFO The Executive Assistant/Project Administrator to CFO provides high-level administrative support to the Senior Leadership Team as assigned. As a highly organized coordinator of people and processes, the Executive Assistant/Project Administrator serves as a key support to the Senior Leadership Team of Inmar,...

  • Investment Property Executive Assistant

    4 days ago

    Winston-Salem, United States Hubbard Realty Full time

    Description: Job Title: Investment Property Executive Assistant Summary: At Hubbard Realty, we leverage 75 years of experience in the Piedmont Triad to provide quality properties for our community. As our market grows, we aim to drive growth in the communities we serve. We believe success is built on the dedication and performance of each individual. In this...

  • Executive Assistant Senior SE

    7 days ago

    Winston-Salem, North Carolina, United States American Addiction Centers Full time $28 - $42

    Department:10024 Enterprise Corporate - Executive Management Status: Full time Benefits Eligible:Yes Hours Per Week: Schedule Details/Additional Information:Monday - Friday 8a-5p (can be flexible) with hybrid in office (Janeway 10) and remote (mostly in office at least at the beginning).Pay Range$ $42.10EDUCATION/EXPERIENCE: Associate's degree in Business...