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Location:  Hybrid, McLean, VA office. 

About Vanbridge, an EPIC Insurance Brokers company. 

Vanbridge bridges the gap between insurance and capital markets, enabling our clients to manage risk, enhance strategies, and strengthen long-term financial performance. We go beyond the perceived limits of insurance to maximize its potential. As part of EPIC Insurance Brokers & Consultants, with revenues approaching $2 billion, we're proud to be consistently recognized as a "best place to work" with exceptional team retention, competitive compensation, and unmatched camaraderie.

Our interdisciplinary team of insurance, capital markets, legal, and tax professionals provides concierge-level consulting on estate, business, and financial planning strategies. We serve RIAs, CPA and law firms, family offices, private equity firms, corporations, and high-net-worth individuals who count on us for world-class solutions.

We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support the Director of Executive Benefits. This is a dynamic role at the intersection of high-touch client service and sophisticated planning. You'll serve as the operational backbone of a fast-paced practice, ensuring seamless coordination across client engagements, advisor relationships, and internal teams.

The ideal candidate thrives under pressure, anticipates needs before they arise, and brings both polish and practicality to everything they do. You'll gain exposure to advanced insurance concepts, estate planning strategies, and executive benefits, making this an exceptional growth opportunity for someone building a career in financial services.Key Responsibilities

• Provide comprehensive administrative support including calendar management, travel coordination, and meeting preparation
• Prepare and maintain reports, presentations, and documentation with exceptional attention to detail
• Handle confidential information with the utmost integrity and discretion
• Monitor deadlines and ensure timely completion of tasks and projects
• Manage CRM data entry, auditing, and task tracking with accuracy and consistency

• Coordinate client communications, scheduling, and follow-ups to ensure seamless service delivery
• Prepare materials for client meetings including paperwork, presentations, and supporting documentation
• Serve as a "concierge" liaison between advisors, internal teams, and external partners
• Assist with case design support, sharing concepts and strategies, and scheduling virtual meetings
• Support point-of-sale activities and post-sale relationship nurturing

• Review client data including assets, liabilities, insurance policies, estate documents, and tax returns
• Create net worth statements and input retirement planning data into planning software
• Summarize key components of life insurance, annuity, disability, and long-term care policies
• Support illustration and case design processes using industry software
• Conduct research and synthesize data to support strategic recommendations

• 5+ years of experience as an Executive Assistant, Personal Assistant, or similar administrative role
• Bachelor's degree in business, finance, or related field preferred (or equivalent experience)
• Strong proficiency in Microsoft Office Suite, Excel (formulas, pivot tables, reporting)
• Exceptional organizational skills with demonstrated ability to manage multiple priorities under tight deadlines
• Outstanding written and verbal communication skills
• High level of discretion, confidentiality, and professional judgment
• Self-driven with a sense of urgency, adaptability, and a results-oriented mindset
• Team-first mentality with a collaborative, supportive approach

• Experience in financial services, insurance, or executive benefits industry
• Familiarity with CRM systems (Salesforce preferred) and document management tools
• Working knowledge of financial planning software a plus
• Some understanding of life insurance products, planning concepts, or executive benefits (preferred)
• Life, Health, or FINRA Series 6/63 licenses a plus (or willingness to obtain)
• Experience with virtual meeting platforms (Zoom, MS Teams)

• Competitive compensation and comprehensive benefits (medical, dental, vision, pharmacy)
• Hybrid work environment with flexibility and work-life balance
• Exposure to sophisticated financial planning and executive benefits strategies
• Clear pathways for professional growth and career advancement
• A collaborative, supportive culture recognized as a "best place to work"
• Wellness programs, life and disability insurance, and additional employee benefits

COMPENSATION: 

The national average salary for this role is $65, $85,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY Vanbridge/EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:   

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at:  

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

Job Description:

The Engineering Payroll and Employment Services is hiring a Coordinator for a 12-month+ contract. This position will offer 30-40 hours of work per week with on-site presence required in College Park, MD.

Support EPES Operations

• Greet customers as they come to the EPES Center, and identify what they need assistance with
• Distribute paychecks to employees that come to the center
• Ensure that the printer has paper each morning and refill supplies.
• Coordinate EPES meeting agenda items and take notes during the meeting.
• Review reports for upcoming terminating jobs and take action to confirm if the job needs to be renewed. Emailing supervisors to confirm continuing student employment. Notify lead payroll administrator for faculty positions.

EPES Payroll Functions

• Review tax and direct deposit forms that new employees drop off. Notify the lead payroll coordinator who is assisting the new employee that the forms are completed and ensure that the forms get to Payroll Office in Chesapeake building.
• Process payroll actions in Workday such as: funding account changes, student non-standard jobs and payments, terminations and end jobs.
• Produce Letters of Support for students I-20 extensions.

Reporting

• Assist in creating Workday report templates for each individual unit/dept
• Setup reminders for departments to check their reports
• Assist with cleaning Workday data such as Workday Supervisory Organizations
• Check links in internal Clarknet website every other month and update links as needed

Ticket system/Website

• Assist with developing canned responses to inquiries and getting feedback from payroll teams
• Work on developing materials for customer website (forms to request payroll actions, links to information at various campus offices)
• Assist in creating form templates for customers to submit to request payroll actions: functions, such as on-boarding, VISA requests, Payroll changes

Skills

• Requirements
• Ability to multi-task and prioritize assignments.
• Ability to analyze situations and determine the best recourse for response.
• Strong Writing skills for Communicating with customers.
• Commitment to customer service and sensitivity to a culturally and ethnically diverse community
• Basic Math acumen to calculate payroll rates

Minimum Qualifications:

Education: Bachelor’s degree from an accredited college or university.

Experience: One (1) year of professional administrative or coordinator experience.

Other: Additional work experience as defined above may be substituted on a year for year basis for up to four (4) years of the required education.

Preferred Qualifications:

• Advanced Excel experience: using formulas and pivot tables
• Experience using Workday HCM
• Experience working in Higher Education
• Experience processing Payroll for Employees
• Experience On-Boarding Employees

Why You Want To Work Here:

We are a leading nonprofit with a mission to offer comprehensive training to industry professionals, advance groundbreaking research, and advocate for policies that positively impact the lives of children and families across the nation. In this position we seek a highly personable and organized individual to manager inbound phone calls while providing top notch customer service.

Responsibilities of the Call Center Representative:

• Answer all incoming telephone calls and email inquiries
• Answer inquiries and provide information, provide exceptional customer service support in navigating program policies and procedures
• Determine applicant eligibility according to program policies
• Coordinate responses with the appropriate personnel if customer requires an escalated level of support
• Clearly document all customer conversations in call tracking system
• Maintain respectful, professional working relationship with program participants
• Maintain high-ethical standards including maintaining strict confidentiality
• Perform other duties as assigned

Qualifications of the Call Center Representative:

• Completed bachelor's degree or relevant experience
• Excellent customer service skills
• Good communication skills (oral, written, and listening)
• Conflict resolution skills
• Must be able to interact positively and cooperatively with individuals at all levels over the phone
• This position requires completion of a satisfactory background check

Call Center Representative

Arlington, VA (Hybrid)

Full-time

$20/hr

GENERAL SUMMARY:

This position is responsible for performing general tasks for the Veterans Affairs and Rehabilitation Director, in support of their Commission, Committees and Division.

ESSENTIAL FUNCTIONS:

1. Office Administration:
2. Serve as receptionist
3. Greet visitors and point them in the right direction, answer inquiries, and create a welcoming environment
4. Screen phone calls, redirect calls, and take messages
5. Receive deliveries; sort and distribute incoming mail
6. Organize and schedule meetings and appointments
7. Maintain calendars and invitations
8. Maintain contact lists
9. Coordinate on-site, virtual and other meetings/events
10. Produce and distribute correspondence, such as memos, letters, emails, invoices, reports and other correspondence
11. Prepare, dispatch and archive correspondence and meeting minutes
12. Assist in the preparation of regularly scheduled reports
13. Create and maintain filing systems, both electronic and physical
14. Process citations and certificates
15. Manage accounts and perform bookkeeping
16. Order office supplies; create purchase requests
17. Prepare the monthly credit card and travel expense reports
18. Distribute payroll and payable checks
19. Prepare and facilitate IT equipment and help desk requests
20. Ensure operation of office equipment by completing preventive maintenance requirements; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques
21. Maintain office supplies inventory
22. Determine inventory level; anticipate needs; place orders; and verify receipt of purchases
23. Ship brochures/pamphlets
24. Travel Arrangements:
25. Coordinate airline, hotel and other required reservations
26. Prepare travel requests
27. Events (National Convention, Washington Conference, Spring/Fall Meetings):
28. Prepare invitations, agenda, reports, etc., in connection with events
29. Arrange logistics (transportation, on-site points of contact, schedule, etc.)
30. Communicate with participants to coordinate details and gather required information
31. Travel in support of the organization, as required
32. Perform other duties as assigned.

REPORTING RELATIONSHIP (reports directly to): VA&R Director

MINIMUM SKILLS REQUIRED FOR ESSENTIAL FUNCTIONS:

Education/Technical Knowledge:

High school diploma or equivalent; college degree preferred

Additional Skills Needed:

• Proficient in Microsoft Office software (Outlook, Word, Excel, PowerPoint, Teams, etc.)
• Knowledge of office management systems and procedures
• Excellent time management skills and ability to multi-task and prioritize work
• Attention to detail and problem-solving skills
• Excellent written and verbal communication skills
• Strong organizational and planning skills

Experience:

3 years up to 5 years

Supervision of Others:

This position involves no responsibility of authority for the direction of others.

COMPANY OVERVIEW - Associated Builders and Contractors is a national construction industry trade association established in 1950 with 67 chapters and more than 23,000 members. Founded on the merit shop philosophy, ABC helps members offer a robust employee value proposition, develop people, win work and deliver that work safely, ethically and profitably for the betterment of the communities in which ABC and its members work. Visit us at .

JOB OVERVIEW - Reporting to the Senior Director of State and Local Affairs, the Manager of State and Local Affairs will lead ABC National’s engagement with state and local governments and coordinate across the broader government affairs team. This role requires a strong understanding of the association’s policy priorities, the legislative process, and the ability to build and maintain productive relationships with lawmakers, association partners, and industry stakeholders across the country.

DESCRIPTION OF DUTIES

• Carries out ABC National’s state and local government affairs program under the supervision of ABC National’s Senior Director, State and Local Affairs and Vice President, Government Affairs.
• Promotes the merit shop agenda to state and local political organizations, private construction owners/users/contractors and state and local lawmakers via educational outreach and direct lobbying.
• Manages and works with contract lobbyists assisting ABC chapters at state and local level.
• Engages in state political groups in which staff has membership and access alongside other members of the ABC National Government Affairs team, developing relationships with state elected officials and other industry stakeholders to promote ABC’s mission and augment chapter and ABC National policy and political advocacy efforts.
• Identifies and monitors key legislation and alerts ABC National and ABC chapter staff about legislative, regulatory and political developments in a timely manner.
• Produces ABC National state and local government affairs publications.
• Addresses state and local government needs and requests from ABC members and chapter staff related to core ABC issues.
• Partners with National and ABC chapter staff on efforts to eliminate project labor agreements and other discriminatory requirements on federal, state and local projects.
• Assists chapters and ABC National staff with advocacy campaigns and other long-term initiatives alongside ABC chapters and membership around core ABC issues.
• Monitors the development and upkeep of key ABC National resources, including a blog and several publications.
• Guides ABC chapters in developing outreach materials, including creating and managing grassroots advocacy campaigns.
• Monitors government proposals and media for stories related to core ABC issues, engages in social media, relays intelligence and suggests strategy to appropriate stakeholders.
• Ensures ABC stakeholders have necessary resources and expertise to address core ABC issues.
• Contributes to fundraising efforts for ABC National’s PAC and Free Enterprise Alliance advocacy activities.
• Stays informed about federal legislation and regulations that will impact state and local governments, members and chapters.

Specialized Skills:

• Demonstrated working knowledge of legislative process at the state and local levels.
• Ability to research and analyze issues related to governmental actions and policy proposals.
• Public speaking before industry and association stakeholders and lawmakers.
• This position is based in Washington, D.C. and requires a moderate amount of travel to ABC National and chapter conferences, industry events, state legislative conferences and state legislatures.

Qualifications and Experience

• Bachelor’s degree from an accredited college or university, or an equivalent combination of education and relevant professional experience.
• At least three (3) years of demonstrated success in a Congressional or state legislative office, a legislative monitoring/consulting firm, a public policy advocacy organization, or a government/Congressional affairs office.
• Ability to travel up to 30% of the time, including local and out-of-state travel, by ground or air as needed.
• Experience working with a trade or professional association is preferred.

POSITION EXPECTATIONS

At ABC, we believe great work starts with great people. To help us achieve our strategic priorities, we seek energetic, positive, and team-driven individuals who bring the following strengths:

• Organized and Self-Motivated: Strong organizational skills with the ability to manage multiple priorities and deliver high-quality work under tight deadlines. Self-starter who takes ownership with a continuous improvement mindset
• Effective Communicator: Excellent written and verbal communication skills, with the ability to tailor messaging across diverse audiences. Trusted communicator who earns respect at all levels
• Collaborative and Professional: Team player with a positive attitude, strong interpersonal skills, and a commitment to fostering a supportive and inclusive workplace culture
• Strategic and Solutions-Oriented: Capable of developing and executing strategic goals, with awareness of organizational dynamics and a resourceful approach to problem-solving
• Technically Proficient: Skilled in Microsoft Office tools, including Outlook, Word, Excel, Teams, and PowerPoint; leverages tools effectively for efficiency
• High Ethical Standards: Demonstrates professionalism, integrity, and the highest level of personal and ethical conduct.

IMPORTANT EMPLOYMENT INFORMATION

Nondiscrimination: ABC is committed to fostering a respectful, professional workplace and making employment decisions based on merit, qualifications, and business needs. We are proud to be an equal opportunity employer and do not discriminate on the basis of any characteristic protected by law. Our goal is to recruit, develop, and retain high-performing talent from a broad and competitive candidate pool.

Employment Accommodations: ABC is committed to complying with all applicable laws ensuring equal employment opportunities for individuals with disabilities. It is the Association’s policy not to discriminate against a qualified employee or applicant with regard to any terms or conditions of employment because of such individual's disability or perceived disability, so long as the employee can perform the essential functions of the job, with or without reasonable accommodation. ABC provides reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual with a disability, who is an applicant or an employee, unless undue hardship and/or a direct threat to the health and/or safety of the individual or others would result.

Physical Demands: While performing the duties of this position, the employee must be able to:

• Move throughout the office or other work locations, including prolonged periods of sitting, standing, and walking.
• Hear and understand verbal communication at normal speaking levels, with or without assistance, and communicate clearly in person and over the phone.
• Use hands and fingers to operate a computer, handle documents, and control tools or office equipment.
• Occasionally stand, walk, reach with arms and hands, climb, balance, stoop, kneel, crouch, or crawl as required by the task or location.
• Visually read and interpret information on computer screens, printed documents, and visual aids both near and far, including distinguishing colors when necessary.
• Safely navigate construction sites or event locations, which may involve walking on uneven terrain, climbing stairs or ladders, exposure to outdoor weather conditions, and standing for extended periods.
• Wear required personal protective equipment (PPE), such as hard hats, safety vests, eye protection, or other safety gear, as appropriate to the site or activity.

Work Environment: This role is primarily performed in a standard office setting with minimal noise and typical working conditions.

• Depending on job responsibilities, work may also be conducted at off-site locations such as construction sites, industry events, or partner facilities. These environments may involve variable weather, uneven terrain, or other safety considerations.
• ABC supports flexible work schedules to accommodate various lifestyles and promote a healthy work-life balance. With manager approval, a hybrid remote work arrangement may be available, with the ABC office as the primary work location.
• Employee health and safety are top priorities. All applicable health, safety, and site-specific protocols must be followed—whether working in the office, remotely, or at off-site locations.

Research political issues, legislation, public records, and political actors

Draft op-eds, letters to the editor, press materials, and written messaging

Produce research memos, briefing materials, and background documents

Monitor news coverage and identify narrative or messaging opportunities

Support rapid-response communications with research and drafted content

Work with communications and strategy teams to refine political messaging

Requirements:

2+ years of experience in political communications, research, journalism, or public affairs

Exceptional writing skills across persuasive, analytical, and narrative formats

Ability to synthesize complex political or policy information into clear copy

Comfort researching public records, news, and political developments

Strong attention to detail and ability to meet fast-moving deadlines

Familiarity with political campaigns, advocacy, or public-affairs environments