Administrative Assistant II/Copy Clerk, Oakdale

Company Overview

Executive Insurance and Financial Services (EIFS) is an independent insurance and financial services firm. Founded in 1985, the company has been serving clients for nearly four decades. It is led by Anthony Sce' III, who serves as President. The company's enduring purpose is "Helping People through the Power of Insurance," and it positions itself as a family-oriented firm where clients are treated as part of a family rather than just policy numbers.

Leadership & Philosophy

President Anthony Sce' III brings extensive knowledge in both Property & Casualty insurance and Life & Health insurance. The company's philosophy emphasizes education and transparency. Notably, EIFS states that they will advise a client to stay with their current carrier if it means they are already properly covered at a competitive price. The firm believes that a happy, dedicated staff leads to smoother transactions and better client relationships, offering each client a dedicated account manager instead of a "distant voice in cubicle land."

Core Mission

Their mission statement is: "We promise to do our best to help others through our passion, integrity & pursuit of excellence."

Divisions & Services Offered

EIFS operates through three main divisions to serve both businesses and families:

Commercial Lines / Business Division
Focuses on local and national business needs.

Coverages include: Workers' Compensation, Commercial Liability, Business Owners Policies (BOPs), Bonds, Business Auto, and Commercial Packages.
Works closely with manufacturers, wholesalers, distributors, and other diversified businesses.

Family Insurance Division

Personal insurance for individuals and families.
Coverages include: Auto, Homeowner, Flood, Umbrella, Boats/Jet Skis, Motorcycles, RVs, and more.

Employee Benefits Division

Benefits for businesses to offer their employees.
Includes:

Life Insurance
Health Insurance
Disability Insurance, and other employee benefits.

The Administrative Assistant II/Copy Clerk provides administrative support to the company's Office team. This position is responsible for coordinating the organization, communication, and daily operations of the division, including scheduling, recordkeeping, purchasing, reporting, and budget assistance. The Administrative Assistant II ensures the smooth operation of the department through effective coordination, attention to detail, and a commitment to Executive Insurance and Financial Services

Responsibilities:

Generate project reports
Proofreading documents, both incoming and outgoing for grammatical correctness, ease of reading, and formatting.
Maintain and organize electronic and hardcopy filing systems.
Assist with departmental budgeting, expense tracking, and report preparation.
Works with sensitive information with security and ensure compliance with privacy policies and regulations.
Provide administrative support by managing inquiries, scheduling appointments, and maintaining organized files related to leasing operations.
Other duties as assigned

Qualifications:

Minimum 2-3 years administrative assistant experience
Interpretive and analytical
Service oriented focus on assisting with both internal and external project tasks
Proactive and takes initiative by anticipating project and project team needs
Extremely detail-oriented with the ability to take the lead to follow up on project status
Experience with problem solving
Strong multitasking and time management skills
Ability to adapt and learn new skills
Excellent oral and written communication
Strong grammar, formatting, and technical editing abilities
Ability to work as a team as well as autonomously
Advance knowledge of MS Office Suite

Compensation & Benefits

Pay Scale: $26.00 $36.00 per hour ($54,080 $74,880 annually).
Actual compensation will be determined based on the candidates experience, skills, and geographic location.

Benefits:

Comprehensive Health, Dental, and Vision insurance.
401(k) with company matching.
Generous Paid Time Off (PTO) and 10+ paid holidays.
Professional development reimbursement.