Executive Assistant, Life Insurance Assistant

Location:  Hybrid, McLean, VA office. About Vanbridge, an EPIC Insurance Brokers company. 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.The OpportunityWe 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.Key ResponsibilitiesExecutive & Administrative SupportProvide comprehensive administrative support including calendar management, travel coordination, and meeting preparationPrepare and maintain reports, presentations, and documentation with exceptional attention to detailHandle confidential information with the utmost integrity and discretionMonitor deadlines and ensure timely completion of tasks and projectsManage CRM data entry, auditing, and task tracking with accuracy and consistencyClient & Advisor CoordinationCoordinate client communications, scheduling, and follow-ups to ensure seamless service deliveryPrepare materials for client meetings including paperwork, presentations, and supporting documentationServe as a "concierge" liaison between advisors, internal teams, and external partnersAssist with case design support, sharing concepts and strategies, and scheduling virtual meetingsSupport point-of-sale activities and post-sale relationship nurturingPlanning & Analysis Support (preferred, not required) Review client data including assets, liabilities, insurance policies, estate documents, and tax returnsCreate net worth statements and input retirement planning data into planning softwareSummarize key components of life insurance, annuity, disability, and long-term care policiesSupport illustration and case design processes using industry softwareConduct research and synthesize data to support strategic recommendationsRequired Qualifications5+ years of experience as an Executive Assistant, Personal Assistant, or similar administrative roleBachelor'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 deadlinesOutstanding written and verbal communication skillsHigh level of discretion, confidentiality, and professional judgmentSelf-driven with a sense of urgency, adaptability, and a results-oriented mindsetTeam-first mentality with a collaborative, supportive approachPreferred QualificationsExperience in financial services, insurance, or executive benefits industryFamiliarity with CRM systems (Salesforce preferred) and document management toolsWorking knowledge of financial planning software a plusSome 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)What We OfferCompetitive compensation and comprehensive benefits (medical, dental, vision, pharmacy)Hybrid work environment with flexibility and work-life balanceExposure to sophisticated financial planning and executive benefits strategiesClear pathways for professional growth and career advancementA collaborative, supportive culture recognized as a "best place to work"Wellness programs, life and disability insurance, and additional employee benefitsCOMPENSATION: The national average salary for this role is $65,000 000.00 - $85,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.WHY Vanbridge/EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer:Generous Paid Time offManaged 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 daysGenerous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leaveGenerous employee referral bonus program of $1,500 per hired referralEmployee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)Employee Resource Groups: Women's Coalition, EPIC Veterans GroupProfessional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership DevelopmentUnique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife SupportAdditional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs50/50 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 FoundationWe're in the top 10 of property/casualty agencies according to "Insurance Journal"To learn more about EPIC, visit our Careers Page: embraces diversity in all its various forms"”whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

Created: 2026-05-08