Executive Assistant

Posted 2 Hours Ago
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Lindon, UT, USA
In-Office
Senior level
Insurance
Extraordinary opportunity. Exceptional experience.
The Role
Provide high-level administrative and operational support to executive leadership: manage complex calendars and travel, prepare correspondence and presentations, coordinate meetings and events, handle confidential information, assist with project tracking and research, and act as liaison with internal and external stakeholders.
Summary Generated by Built In
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, LLC and its affiliates (collectively, the “Company”)  is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.  Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

Skills 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)
  • Proficiency with collaboration tools (Teams, SharePoint, Planner)
  • High level of discretion, integrity, and professionalism
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The Company
HQ: Lindon, Utah
740 Employees
Year Founded: 1987

What We Do

A top 20 U.S. insurance brokerage headquartered in Lindon, Utah, Trucordia, formerly PCF Insurance Services, offers a broad array of commercial and personal lines, life and health, employee benefits, and workers’ compensation insurance solutions. Trucordia is an integrated organization united by a passion to deliver extraordinary opportunities and exceptional experiences for its clients, partners and each other. With more than 5,000 employees across the U.S., Trucordia is a notable leader in the insurance brokerage space, ranking #19 on Business Insurance's 2024 Top 100 Brokers and #13 on Insurance Journal's 2024 Top Property/Casualty Agencies.

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