What are the responsibilities and job description for the Executive Assistant and Office Manager position at Employee Benefits International?
Join Our Team:
Employee Benefits International (EBI) is a boutique insurance brokerage and consulting firm that offers a balance of autonomy and a friendly, collaborative environment. We provide 30-day check-ins to celebrate achievements and offer feedback, as well as monthly team lunches and quarterly outings, ranging from fun activities like bowling to community service events. We value career growth, providing opportunities for advancement and investing in employee development.
Position Overview:
The Office Manager and Executive Assistant provides direct support to the CEO, requiring strong organizational, communication, and project management skills. This role involves both independent and collaborative work in a fast-paced, on-site environment.
Key Responsibilities:
As Executive Assistant to the CEO, you'll manage the CEO's calendar, coordinate meetings, handle receipts, plan travel and events, and prepare documents. You'll also act as a liaison, professionally representing the CEO in various interactions.
For the Chief of Staff, you'll assist with data entry, commission tracking, CRM updates, and SmartSheet management, as well as manage credit card transactions and assist with accounting tasks.
As Office Manager, you'll oversee general office duties, including greeting visitors, answering phones, managing mail and shipments, maintaining office cleanliness and supplies, and preparing materials for meetings. You'll also track office equipment and supplies, assist with carrier licensing, and help with team projects and company communications, including marketing and social media.
Qualifications:
The ideal candidate will have excellent interpersonal and problem-solving skills, with the ability to work well with internal and external stakeholders. Strong organizational skills, attention to detail, and the ability to manage multiple tasks in a fast-paced environment are essential. Candidates should be proficient in Microsoft Office (Excel, Word), QuickBooks, and internet research, with prior experience using office equipment. The ability to maintain strict confidentiality, anticipate deadlines, and work independently while adjusting to shifting priorities is crucial. Familiarity with Smartsheet is a plus
SUPERVISORY RESPONSIBILITIES: Yes
EDUCATION AND/OR EXPERIENCE:
- 2 years of experience in a supportive role in an office environment preferred
- Bachelor's degree or equivalent industry-related experience required
CERTIFICATES, LICENSES, REGISTRATION: Driver's License
PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- Ability to sit at a computer for long periods, type, and use a telephone frequently
- Standing, walking, talking, hearing, sitting, reaching
- Lift up to 25 lbs. occasionally; lift up to 10 lbs. regularly
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EBI CORE VALUES
THIRST FOR GROWTH
WE CONTINUOUSLY EXPAND OUR KNOWLEDGE AND SKILLSET, TO SERVE OUR CLIENTS BETTER AND BE BETTER TEAM MEMBERS
EDUCATE TRANSPARENTLY
WE TRANSFER KNOWLEDGE, SHARE OUR INSIGHTS, AND EDUCATE OTHERS TO HELP THEM REDUCE COSTS AND IMPROVE LIVES.
RELENTLESSLY PURSUE SOLUTIONS
WE BREAK THE MOLD TO MAKE THINGS BETTER AND DISCOVER NEW OPPORTUNITIES THAT OTHERS DON'T KNOW ABOUT
SUPPORT EACH OTHER SUCCESS
WE ALIGN OUR VALUES AND GOALS WITH THAT OF OUR TEAM AND OUR CLIENTS. WE'RE WILLING TO MAKE A SACRIFICE FOR SOMEONE ELSE AND WE ARE NOT THREATENED WHEN OTHERS HELP US
COMMUNICATE GENUINELY
WE COMMUNICATE TO AND ABOUT OTHERS WITH AUTHENTICITY, INTEGRITY, AND COMPASSION
Salary : $75,000 - $85,000
