Executive Assistant

Rubicon Insurance Services, LLC. - Menlo Park, CA (30+ days ago)


Rubicon Insurance Services is a firm of highly talented and experienced individuals that provide the best options for insurance to start ups and the M&A sector throughout the U.S. Our book of business is growing, and we want you to bring your talents to drive our clients' success!

Job Description:

  • Timely answers for client inquiries via email or phone
  • Preparing documents such as quote letters, invoices and other documents
  • Basic bookkeeping tasks and tracking of payments
  • Maintenance of existing client accounts
  • Reading and analyzing incoming memos, submissions, and distributing them
  • Calendar appointments for executive
  • Using various software including Microsoft products like Word, Excel, PowerPoint, Outlook
  • Weekly marketing announcement preparation and distribution

Skills:

  • Ability to be self sufficient
  • Excellent communication skills with clients and executive
  • Excellent phone and email presence
  • Resourceful and self-motivated
  • Experience in an office setting with basic knowledge of administrative tasks

Job Type: Full-time

Salary: $50,000.00 to $61,000.00 /year