Executive Assistant

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and unmatched opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

We are seeking a highly organized, proactive, and discreet Executive Assistant to provide comprehensive administrative support to our executive leadership. The ideal candidate will anticipate needs, manage complex schedules, and serve as a trusted point of contact for internal and external stakeholders. This role requires exceptional communication skills, attention to detail, and the ability to thrive in a fast-paced, dynamic environment.

Duties and Responsibilities:

Administrative Support

• Manage and maintain the executive’s calendar, including scheduling meetings, appointments, and travel arrangements.
• Prepare, edit, and proofread correspondence, presentations, and reports.
• Handle incoming communications, prioritize requests, and respond on behalf of the executive when appropriate.

Meeting & Event Coordination

• Plan and coordinate internal and external meetings, including agendas, materials, and follow-up actions.
• Arrange logistics for conferences, board meetings, and special events.
• Take meeting notes, track deliverables, and ensure timely follow-up.

Operational Support

• Assist with project management tasks, tracking deadlines, and ensuring priorities are met.
• Conduct research, compile data, and prepare briefing materials for decision-making.
• Manage confidential and sensitive information with the highest level of discretion.

Relationship Management

• Act as a liaison between the executive and internal teams, clients, partners, and other stakeholders.
• Build and maintain strong professional relationships to support business objectives.

Qualifications

Required:

• Proven experience (5+ years) as an Executive Assistant, Administrative Manager, or similar role supporting senior leadership.
• Excellent written and verbal communication skills.
• Strong organizational and time-management skills with the ability to multitask effectively.
• Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and collaboration tools (Teams, SharePoint, Planner).
• High level of discretion, integrity, and professionalism.

Additional Information

Please see our company Benefits:

• Medical, Dental, Vision 
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia Insurance Services, L