Clients

This is a title to highlight expertise & value for our clients.

Our knowledge, skill, and agility help high-net-worth individuals and their advisors solve their most complex insurance challenges. Consider us another member of your team, ready to enhance your existing strategies and exceed your expectations.

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Administrative Assistant

We are currently seeking a highly outgoing and organized individual to plan and manage professional and personal calendars and communications for a busy executive and provide support to his team as needed. This is an excellent opportunity for anyone who is looking for a long-term position in a rapidly growing company.

The right applicant will be tirelessly attentive to detail and be able to juggle multiple competing priorities and foresee potential problems and plan contingencies accordingly. This is a full-time opportunity to be part of a talented and committed team. Outstanding compensation is provided including a generous benefits package. For consideration, please send your resume and cover letter to info@madanfinance.com.

Compensation + Benefits

Executive Time Management. Calendar management for CEO; coordinate and schedule zoom meetings and follow-ups with outside parties; coordinate and manage travel arrangements; create itineraries that involve different time zones, airline, car, and hotel preferences, etc.
Communication Management. Email management for CEO; drafting and screening emails; receiving incoming communication or memos on behalf of senior staff, reviewing contents, determining importance, and summarizing and/or distributing contents to appropriate staff members; coordinating internal communication; assisting with team workflows, etc.
New Business and Existing Client Intake. Assist team in tasks such as obtaining client information, ordering medical records, preparing files, distributing documents to clients and other advisors, etc.
Quality Control of Files and Documentation. Ensure client records and notes are complete and accurate; filing, typing, copying, scanning, organizing, etc.
Miscellaneous. Preparing materials needed for meetings; basic bookkeeping; etc.
Assisting the CEO in both personal and professional tasks.

·2+ years of experience in an administrative support role
·Ability to function well in a high-paced, and at times, stressful environment
·Highly organized and detail-oriented
·An extrovert who is comfortable interacting with various personalities
·Excellent communication skills, both verbal and written
·Excellent computer skills & proficiency in Microsoft Office + MS Excel.
·Ability to identify areas for process improvement + continually make sug.
·Preferences: experience with life insurance, financial planning

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Madan+Associates is an equal opportunity employer and is committed to creating an inclusive environment for all employees. We strongly encourage applications from all well-qualified candidates, regardless of race, color, gender, gender identity, religion or religious belief, disability, age, nationality, national or ethnic origin, pregnancy, sexual and reproductive health decisions, sexual orientation, marital or civil partner status, caregiver status, military service eligibility, veteran status, or status in any other category in this regard protected by law.

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Clients

This is a title to highlight expertise & value for our clients.

Administrative Assistant

Exclusive Life Insurance Planning for High-Net-Worth Clients & Their Advisors

Exclusive Life Insurance Planning for
High-Net-Worth Clients & Their Advisors