Executive Assistant

Prism Biotech - King of Prussia, PA

Full-time - Mid Level

King of Prussia, PA

About the position

The Executive Assistant at Prism Biotech will play a crucial role in supporting C-level professionals by managing executive administrative functions and handling new business processing. This position requires excellent communication and organizational skills, as well as the ability to work effectively in a small office environment. The successful candidate will be responsible for managing client interactions, maintaining client files, and ensuring the smooth operation of administrative tasks.

Responsibilities

• Assist with executive administrative functions for C-level professionals.
• Handle new business processing for the firm.
• Manage an ever-changing calendar for executives.
• Serve as an initial point of contact for client calls.
• Maintain client files utilizing PaperClip Electronic Filing Systems.
• Update client information in the CRM (SmartOffice).
• Prepare and submit new account paperwork and applications.
• Follow up on underwriting and outstanding requirements.
• Run inforce illustrations and create spreadsheets as needed.

Requirements

• 5+ years experience as an Executive Assistant or Customer Service Associate.
• 2+ years of experience in the healthcare industry.
• Proficient with Microsoft Office.
• Comfortable with technology and able to use multiple systems simultaneously.

Nice-to-haves

• New business experience preferred, but not required.
• Some experience with SmartOffice CRM, PaperClip Electronic Filing, Box Electronic Storage, DocuSign, and Quicken.