Experienced Executive Assistant

The Piedmont Group•Dunwoody, GA

14h•Onsite

About The Position

We are seeking a highly organized and proactive Executive Assistant to support the daily operations of a growing insurance and financial advisory practice. This individual will play a critical role in ensuring smooth business operations, assisting with administrative tasks, and helping manage internal team communication and accountability. The ideal candidate is detail-oriented, tech-savvy, and able to manage multiple priorities with efficiency and professionalism. Experience in the insurance or financial services industry is strongly preferred.

Requirements

Proven experience as an executive assistant, administrative assistant, or similar support role
Strong organizational and time management skills
High attention to detail and ability to manage follow-ups
Professional written and verbal communication skills
Proficient in Microsoft Office, Google Workspace, and CRM platforms (Redtail, Salesforce, etc.)

Nice To Haves

Experience in the insurance or financial services industry is strongly preferred.
Self-starter who is resourceful and takes initiative

Responsibilities

Follow up daily on pending insurance policies, underwriting cases, and application statuses
Liaise with carriers and back-office teams to ensure timely approvals
Manage and coordinate the executive’s calendar, schedule appointments, and confirm meetings
Monitor and organize the executive’s email inbox, flagging key action items and responding when appropriate
Track the progress and tasks of newly hired advisors
Coordinate weekly follow-ups with staff and internal team members
Prepare reminders, agendas, and task lists for internal meetings
Assist with document organization, digital filing, and CRM updates
Create simple reports or summaries related to advisor onboarding, policy status, or task completion
Handle ad hoc administrative tasks and special projects as needed