What are the responsibilities and job description for the Executive/Personal Assistant position at Medicare Advisors Group?
Is This You?!
You love helping others! You are smart, super organized, and care for details. You’re a problem solver and take the initiative. You anticipate the needs of others and manage your time independently. You enjoy managing logistics and solving puzzles.
You’re flexible and committed to doing whatever is needed. Technology is your friend. You don’t mind getting your hands dirty, both literally & figuratively, and no task is too small or beneath you.
You smile and laugh a lot. Your joy is contagious. You build meaningful friendships with your colleagues. You are humble and confident. You do what you say you will do, when you say you will do it. If this is you, we might be a great fit!
We are searching for a highly organized, proactive, and detail-oriented Personal & Executive Assistant. This is a blended role, meaning that you’ll be helping with any & all areas of life: mostly work, but also with home, travel, and play.
Qualifications
- high attention to detail
- resourceful and able to problem-solve
- able to manage multiple tasks and timelines
- excellent listening, verbal, and written communication skills
- will ask questions when needed
- adaptable & able to quickly pivot with guidance and correction
- works well under pressure
- able to maintain confidentiality and professionalism
- college degree, and/or several years of experience in a professional environment
- pass a required background check
You will also need to be competent and comfortable with technology, and able to explore and learn new apps quickly. Some of the apps we use are:
- Google Workspace, 1Password
- Notion, Todoist
- Zoho, GoHighLevel
- Quickbooks & Quicken
- ChatGPT, Perplexity
Your Areas of Responsibility:
Admin
- Manage supplies & process mail.
- Manage purchasing and returns, and miscellaneous errands.
- Plan travel & manage vehicle maintenance.
Inbox
- Prioritize and respond to emails, phone calls, and other communications.
- Note taking, document scanning, and general organization.
Finance
- Work with CPA and Bookkeeper to resolve questions on Quickbook entries.
- Assist in reviewing and finalizing monthly financial reports.
- Process commissions and run payroll.
Licensing & Legal
- Manage and maintain state licensing, state registrations, insurance licensing, business licensing, business insurance, as well as maintaining general business compliance.
Project Management
- Assist with special projects and tasks.
- Project Research when necessary.
- Manage contractors - cleaners, virtual assistants.
This position is based in Loveland. We will be starting as a part-time position, 12-20 hours per week in our office., But we may develop into a full-time position as well as a hybrid option to work from home, if it works for both of us.
Now…. your first job! If you’ve made it this far & you’re interested in applying, please apply as usual through really.
Then, send an email to Hiring@MedicareAdvisors
with the subject: “I’m an Awesome Assistant”
and answer the following questions:
1. What attracted you to apply?
2. Tell me a little more about what you're looking for next?
3. Why are you leaving your current job?
4. And if you know it, tell me your enneagram type.
Job Types: Full-time, Part-time
Pay: $35.00 - $50.00 per hour
Expected hours: 12 – 20 per week
Schedule:
- Monday to Friday
Work Location: In person
Salary : $35 - $50