Are you hard-working and detail-oriented? Love systems, processes, and procedures? Enjoy a fast-paced work environment with lots to do? Are you someone that consistently goes above and beyond to do a great job and deliver great customer service? Do you love serving people and love going above and beyond to support your team and clients? If so, keep reading! We should probably talk! 

C & C Financial is looking for a motivated, detailed, and organized Executive Assistant to join our team. The ideal candidate is a strategic thinker and will assist the business with all aspects of the insurance and financial planning process, as well as other items that go into running a small business. This person will have a strong sense of urgency and must enjoy "to-do lists". They will work well with minimal supervision and be goal-oriented, with the main focus being to get the job done and help the team succeed. 

This role would be perfect for someone that can take a project and run with it. We are looking for a team member that can take the company to a new level, and provide new thoughts, ideas, and inputs that will be valued. It’s a great opportunity for an individual who loves staying busy, getting the job done, and wearing lots of different hats throughout the day on a small, close-knit team.

Compensation:

• Salary Range: $50,000 to $55,000
• Healthcare stipend 
• PTO
• Retirement benefits
• Bonus potential 
• Growth potential

• Assisting and supporting the owner in all business and personal areas needing assistance.
• Maintaining database management system(s).
• Completing, sending, and filing paperwork for the business.
• Handling requests and queries appropriately.
• Producing reports, presentations, and briefs.
• Creating, editing, sending, recording, and filing paperwork for clients.
• Managing day-to-day office operations.
• Assisting clients and helping them to have an extraordinary experience.
• Ensure sensitive financial documentation is secure and well-maintained.
• Quarterback compliance procedures.
• Providing accountability for company leadership, ensuring deadlines are met and goals are achieved. 
• This person will LOVE checklists and "to-do" lists and will love paperwork.

• Experience in group insurance or investments is a plus
• Financial services industry knowledge is preferred but not required
• College degree preferred
• Outstanding organization and strong attention to detail
• Tech-savvy; up-to-date with the latest office gadgets and applications and able to navigate new systems quickly
• Able to multitask and prioritize daily workload - can work on multiple projects at once
• Able to work independently to support a team and appropriately manage time
• Excellent verbal and written communications skills
• Strong problem-solving abilities
• Discretion and confidentiality
• Customer service focus
• Comfortable taking the lead to get the ball rolling and take projects across the finish line
• Must be thorough and LOVE to-do lists

This is a full-time, in-office position. Due to office renovations, the position will start from the CEO’s home office in Wayne, PA, and will move to the office location on Germantown Pike near Fairview Village in the Summer of 2023. Candidates will be required to complete a background check and fingerprinting for this position for security clearance. 

With almost 30 years of experience, C&C Financial Insurance provides insurance coverage for health, life, disability, dental, and Medicare for both corporations and individuals. At C&C Financial Insurance, our clients are an extension of our family. And we take care of our family!