Executive Assistant to the Director of Executive Benefits

EPIC Brokers•Boca Raton, FL

23d•$65,000 - $85,000•Hybrid

About The Position

Vanbridge bridges the gap between insurance and capital markets, enabling our clients to manage risk, enhance strategies, and strengthen long-term financial performance. We go beyond the perceived limits of insurance to maximize its potential. As part of EPIC Insurance Brokers & Consultants, with revenues approaching $2 billion, we're proud to be consistently recognized as a "best place to work" with exceptional team retention, competitive compensation, and unmatched camaraderie. Our interdisciplinary team of insurance, capital markets, legal, and tax professionals provides concierge-level consulting on estate, business, and financial planning strategies. We serve RIAs, CPA and law firms, family offices, private equity firms, corporations, and high-net-worth individuals who count on us for world-class solutions. We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support the Director of Executive Benefits. This is a dynamic role at the intersection of high-touch client service and sophisticated planning. You'll serve as the operational backbone of a fast-paced practice, ensuring seamless coordination across client engagements, advisor relationships, and internal teams. The ideal candidate thrives under pressure, anticipates needs before they arise, and brings both polish and practicality to everything they do. You'll gain exposure to advanced insurance concepts, estate planning strategies, and executive benefits, making this an exceptional growth opportunity for someone building a career in financial services.

Requirements

5+ years of experience as an Executive Assistant, Personal Assistant, or similar administrative role
Bachelor's degree in business, finance, or related field preferred (or equivalent experience)
Strong proficiency in Microsoft Office Suite, Excel (formulas, pivot tables, reporting)
Exceptional organizational skills with demonstrated ability to manage multiple priorities under tight deadlines
Outstanding written and verbal communication skills
High level of discretion, confidentiality, and professional judgment
Self-driven with a sense of urgency, adaptability, and a results-oriented mindset
Team-first mentality with a collaborative, supportive approach

Nice To Haves

Experience in financial services, insurance, or executive benefits industry
Familiarity with CRM systems (Salesforce preferred) and document management tools
Working knowledge of financial planning software a plus
Some understanding of life insurance products, planning concepts, or executive benefits (preferred)
Life, Health, or FINRA Series 6/63 licenses a plus (or willingness to obtain)
Experience with virtual meeting platforms (Zoom, MS Teams)

Responsibilities

Provide comprehensive administrative support including calendar management, travel coordination, and meeting preparation
Prepare and maintain reports, presentations, and documentation with exceptional attention to detail
Handle confidential information with the utmost integrity and discretion
Monitor deadlines and ensure timely completion of tasks and projects
Manage CRM data entry, auditing, and task tracking with accuracy and consistency
Coordinate client communications, scheduling, and follow-ups to ensure seamless service delivery
Prepare materials for client meetings including paperwork, presentations, and supporting documentation
Serve as a "concierge" liaison between advisors, internal teams, and external partners
Assist with case design support, sharing concepts and strategies, and scheduling virtual meetings
Support point-of-sale activities and post-sale relationship nurturing
Review client data including assets, liabilities, insurance policies, estate documents, and tax returns
Create net worth statements and input retirement planning data into planning software
Summarize key components of life insurance, annuity, disability, and long-term care policies
Support illustration and case design processes using industry software
Conduct research and synthesize data to support strategic recommendations

Benefits

Competitive compensation and comprehensive benefits (medical, dental, vision, pharmacy)
Hybrid work environment with flexibility and work-life balance
Exposure to sophisticated financial planning and executive benefits strategies
Clear pathways for professional growth and career advancement
A collaborative, supportive culture recognized as a "best place to work"
Wellness programs, life and disability insurance, and additional employee benefits
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation