Executive Assistant
About The Position
Alera Group is looking for a Executive Assistant. We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you! Alera Group was founded in 2017 and has grown to become the 14th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Requirements
- 2+ years of experience
- Excellent verbal, written and interpersonal skills
- Effective follow up skills and ability to meet deadlines without prompting
Responsibilities
- Serve as the primary point of contact for client service, administering investment accounts, coordinating client onboarding, executing account workflows, and handling money movements and service requests
- Support the client meeting lifecycle, including scheduling meetings, preparing agendas and reports, documenting notes, and managing follow-up actions
- Maintain accurate records and provide administrative support, updating CRM and document management systems, running reports, maintaining logs, and supporting various operational projects
Benefits
- medical
- dental
- life and disability insurance
- 401k
- generous paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
251-500 employees
