Executive Assistant

Responsibilities

• A detailed list of job duties includes (but is not limited to):
• Provide comprehensive administrative support to two senior executives, including calendar management, meeting coordination, travel arrangements, and expense readiness
• Coordinate meetings by preparing agendas, pre-reads, notes, action items, and follow-ups
• Draft and edit professional correspondence, reports, presentations, and executive summaries
• Serve as a communication gatekeeper by triaging requests and escalating issues appropriately
• Exercise sound judgment to flag risks, inconsistencies, or gaps in information presented to leadership
• Maintain confidential files, leadership materials, and sensitive communications with discretion
• Business Development, Training & Content Support
• Support advisor and sales leadership meetings, conferences, national sales meetings, and educational events
• Create and maintain outlines and materials for presentations, association programs, and training initiatives
• Assist with first-draft creation of training content for new sales hires using executive guidance and AI tools
• Use AI tools to generate first drafts of video scripts, talking points, and educational content for executive review and refinement
• Track follow-ups tied to strategic relationships, sales initiatives, and training efforts
• Operations, Reporting & Leadership Coordination
• Compile month-end operational and financial inputs into concise, executive-ready narrative summaries
• Translate reporting into: what changed, why it changed, and what requires leadership attention
• Prepare executive-ready bullets, slide summaries, and leadership email briefs
• Prepare pre-meeting talking points and post-meeting recap emails with clear next steps and ownership
• Maintain high-level partner summaries including open items, risks, escalations, and ownership
• Draft and organize internal communications on behalf of executive leadership, including leadership updates, summaries, and internal briefings
• Ensure clarity, consistency, and alignment with approved executive messaging
• Assist with tracking key operational initiatives (e.g., Salesforce enhancements, reporting projects, onboarding efforts)
• Support coordination with internal teams including Sales, LDI Processing, P&C, IT, and Finance
• Act as a liaison between leadership and internal teams to ensure clear communication and alignment
• Project Managemen

Additional Information

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! Our division of EPIC, Treloar & Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance. JOB OVERVIEW: This role provides dedicated administrative and coordination support to the VP of Business Development and VP of Operations, allowing them to stay focused on core business priorities. By centralizing scheduling, meeting preparation, travel, communications, and follow-up, it improves efficiency and consistency across leadership activities. The role also strengthens execution by ensuring key initiatives, events, and operational tasks are organized, supported, and moving forward. LOCATION : New Castle, PA (in-office role) Nearby Areas / ZIP Codes: Serving the greater New Castle, PA region, including nearby communities in PA and OH: 15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101 JOB OVERVIEW : The Executive Assistant (EA) provides administrative and organizational support to the Vice President of Business Development and the Vice President of Operations at Treloar & Heisel. The EA acts as a trusted extension of executive leadership, helping translate strategy into action by providing calendar management, coordination, synthesis, and first-draft creation across sales, operations, training, and partner initiatives. This role requires sound judgment, discretion, and the ability to operate proactively in a fast-paced professional services environment.

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