CrawlJobs Logo

Executive Assistant - Brokerage

tastytrade.com Logo

tastytrade

Location Icon

Location:
United States , Chicago

Category Icon

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

65000.00 - 75000.00 USD / Year

Job Description:

We're looking for a sharp, highly organized Executive Assistant to provide high-level support to the Head of Brokerage and the Head of Brokerage - tastytrade. You'll be a trusted partner who keeps things running smoothly, anticipating needs, maintaining confidentiality, and managing competing priorities with ease in a fast-paced fintech environment.

Job Responsibility:

  • Own executive calendars end-to-end, coordinating meetings, protecting priorities, and handling senior interview logistics
  • Keep meetings sharp and productive. Prep materials, capture decisions, and track action items
  • Serve as a professional first point of contact for the Head of Brokerage, thoughtfully managing incoming correspondence
  • Create polished presentations, reports, and documents that reflect the team’s brand
  • Manage vendor contracts and invoices, process expense reports, and assist with budget oversight
  • Handle sensitive and market-sensitive information with the utmost discretion and professionalism
  • Organize company events, off-sites, and team activities that reflect our unique fintech culture
  • Anticipate needs and solve problems before they escalate

Requirements:

  • 3–5 years of experience supporting executive-level leaders
  • College degree preferred
  • Exceptional organizational skills with the ability to juggle multiple priorities
  • Strong written and verbal communication skills
  • Proficient in Microsoft Office Suite, Concur, and SharePoint, and quick to pick up new tools
  • Self-directed, with sound judgment and strong decision-making skills
  • Professional, personable, and highly discreet
  • Flexible and adaptable, including occasional after-hours availability

Nice to have:

Brokerage experience a plus but not required

What we offer:
  • Performance Bonuses
  • Stock Purchase Options
  • Medical/Vision/Dental Benefits
  • 401k Plan
  • 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday)
  • 10 Paid Sick Days
  • Gym Membership Reimbursement
  • Commuter Benefits
  • Pet Insurance
  • Wellness & Mental Health Programs
  • Charitable Donation Matching
  • Two Paid Volunteer Days Off
  • Daily catered lunch when in the office
  • Full kitchen with snacks and beverages
  • In-building gym
  • Shuttle to/from Metra

Additional Information:

Job Posted:
May 16, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Executive Assistant - Brokerage

Assistant Client Account Executive Leader

Our client is looking for an Assistant Client Account Executive leader to join t...
Location
Location
United Kingdom , London
Salary
Salary:
50000.00 GBP / Year
https://www.lawesrecruitment.co.uk Logo
Lawes Consulting Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Extensive expertise in Real Estate insurance, preferably acquired within a brokerage setting
  • Outstanding technical proficiency in associated risks, coupled with excellent market knowledge
  • Exceptional communication skills, along with the ability to establish positive and effective relationships with both clients and colleagues
  • Previous experience in training, coaching, mentoring, or managing others to foster professional development
Job Responsibility
Job Responsibility
  • Support the execution of day-to-day operational activities within the team, overseeing compliance and reporting outputs
  • Cultivate enduring relationships by continually expanding a network of client contacts
  • Act as a dedicated advocate for clients, ensuring the delivery of exceptional service through regular and close interaction
  • Identify opportunities to enhance services and add greater value to clients, maintaining a robust approach by developing a service plan and annual timetable of visits aligned with their needs
  • Implement expanded service opportunities, address risk management, and achieve insurance objectives for clients across your team
  • Serve as a point of referral for associates, presenting solutions for discussion as required
  • Commit to providing support through the buddy programme as required and recognizing subsequent training needs
  • Take ownership of the timely and accurate production of renewal reports, coaching the team to produce the same
  • Actively contribute, either through attendance or by providing meaningful feedback, during insurer review meetings and participate in the development of relationships
  • Fulltime
Read More
Arrow Right

Technical Assistant

The Technical Assistant reviews insurance applications to evaluate classify and ...
Location
Location
United States , New Hyde Park
Salary
Salary:
23.00 - 26.00 USD / Hour
bbrown.com Logo
Brown & Brown UK
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • License General Lines
  • Minimum education high school or GED
  • 1 – 3 years’ experience in a similar position minimum
  • Proficient with MS Office Suite
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality
Job Responsibility
Job Responsibility
  • Assists the Account Executive when underwriting or brokering risks
  • Assists the Account Executives when reviewing, analyzing and underwriting risk submitted by producers
  • Confirm that the coding of specific required forms are completed and utilized
  • Communicate with producers, Company representatives, inspection companies, and finance companies
  • Review and have letters for renewals processed
  • Order and follow up for inspections
  • Request Loss Runs for years written with office
  • Follow up for suspense items on applications
  • Process accordingly all brokerage and contract endorsements
  • Handle correspondence with company / producers
What we offer
What we offer
  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits: ESPP
  • 401k
  • Student Loan Assistance
  • Tuition Reimbursement
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more
  • Fulltime
Read More
Arrow Right

Senior Team Administrator

Our client, a fully independent and employee-owned brokerage firm, is seeking a ...
Location
Location
United Kingdom , London
Salary
Salary:
40000.00 - 45000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong attention to detail and problem-solving abilities
  • Excellent written and verbal communication skills
  • Exceptional organisational, planning, and time-management skills
  • Proficient in office software packages
  • Previous administrative or assistant experience
  • Discreet and trustworthy
  • Ability to work independently and collaboratively within a team
  • Self-motivated with a drive for success
  • Positive and proactive approach, showing initiative
  • Flexible and eager to learn new skills
Job Responsibility
Job Responsibility
  • Assist the Executive Assistant with various administrative duties and projects
  • Provide clerical support to brokers in London and overseas
  • Help administer signatures for Charter Parties
  • Coordinate meetings and appointments effectively
  • Attend meetings and take accurate notes as required
  • Maintain and update the company address book
  • Support planning and execution of company events, including overseas travel if necessary
  • Liaise with clients and suppliers in a friendly and professional manner
  • Coordinate brokers' travel arrangements, including visas
  • Manage front-of-house duties, including greeting clients
What we offer
What we offer
  • Pension contributions up to 12% for eligible employees
  • Opportunity to travel with the company
  • Private Medical Insurance with family cover options
  • Life Insurance covering 8 times annual salary
  • Group Income Protection for long-term sick leave
  • Mental Health support lines
  • Online benefits portal with retail discounts and salary sacrifice options
  • Season Ticket Loans and Cycle to Work Scheme
  • Eyecare Vouchers
  • Mobile phone and laptop for work purposes
  • Fulltime
Read More
Arrow Right

Technical Assistant

The Technical Assistant reviews insurance applications to evaluate classify and ...
Location
Location
United States , New Hyde Park
Salary
Salary:
23.00 - 26.00 USD / Hour
bbrown.com Logo
Brown & Brown UK
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum education high school or GED
  • 1 – 3 years’ experience in a similar position minimum
  • Proficient with MS Office Suite
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality
  • License General Lines
Job Responsibility
Job Responsibility
  • Assists the Account Executive when underwriting or brokering risks, insuring that all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws
  • Assists the Account Executives when reviewing, analyzing and underwriting risk submitted by producers, rate submissions for premium and terms analyze exposures for quotes for new and renewal business, issue written indications, quotes and binders
  • Confirm that the coding of specific required forms are completed and utilized
  • Insure the templates are updated for processing of policies/coverage
  • Communicate with producers, Company representatives, inspection companies, and finance companies to insure expeditious handling of all submission
  • Review and have letters for renewals processed
  • Order and follow up for inspections
  • Request Loss Runs for years written with office
  • Follow up for suspense items on applications, subject to
  • inspections, and etc
What we offer
What we offer
  • Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • ESPP
  • 401k
  • Student Loan Assistance
  • Tuition Reimbursement
  • Free Mental Health & Enhanced Advocacy Services
  • Paid Time Off, Holidays, Preferred Partner Discounts
  • Fulltime
Read More
Arrow Right

Commercial Lines Account Executive

The Account Executive is responsible for placement strategy, client management, ...
Location
Location
United States , Kansas City
Salary
Salary:
Not provided
bbrown.com Logo
Brown & Brown UK
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ Years of experience in a Property & Casualty brokerage environment
  • Deep technical knowledge of Property & Casualty business
  • Deep technical knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs
  • Hold Insurance licenses as required by the Company
  • This position may require routine or periodic travel, which may require the team members to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
Job Responsibility
Job Responsibility
  • Responsible for overall Service, Placement and Business Development management on an assigned book of business
  • Accountable for business development and retention for any assigned book of house accounts
  • Responsible for renewal strategy including markets to approach, claims reviews, gap analysis, coverage specifications as well as facilitating and analyzing the exposure information
  • Marketing, negotiation, writing exec summary and reviewing of proposal, facilitating for binding new business and renewal coverage following the direction of the client
  • Debrief of proposal presentation sent to the client
  • Create binding instruction recap to team
  • Drafting stewardship reports in a timely fashion as agreed upon by the client
  • Provide oversight and direction for Loss control services and claims management
  • Review of client contracts as necessary
  • Review and communicate with carrier on any Material change to the coverage program
What we offer
What we offer
  • Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • ESPP
  • 401k
  • Student Loan Assistance
  • Tuition Reimbursement
  • Free Mental Health & Enhanced Advocacy Services
  • Paid Time Off, Holidays, Preferred Partner Discounts and more.
  • Fulltime
Read More
Arrow Right

Account Executive Property Casualty

The Account Executive is responsible for placement strategy, client management, ...
Location
Location
United States , Kansas City
Salary
Salary:
Not provided
bbrown.com Logo
Brown & Brown UK
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 7+ Years of experience in a Property & Casualty brokerage environment
  • Deep technical knowledge of Property & Casualty business
  • Deep technical knowledge of loss sensitive, alternative risk transfer, & self-insured retentions programs
  • Hold Insurance licenses as required by the Company
  • This position may require routine or periodic travel, which may require the team members to drive their own vehicle or a rental vehicle
  • If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
Job Responsibility
Job Responsibility
  • Responsible for overall Service, Placement and Business Development management on an assigned book of business
  • Accountable for business development and retention for any assigned book of house accounts
  • Responsible for renewal strategy including markets to approach, claims reviews, gap analysis, coverage specifications as well as facilitating and analyzing the exposure information
  • Marketing, negotiation, writing exec summary and reviewing of proposal, facilitating for binding new business and renewal coverage following the direction of the client
  • Debrief of proposal presentation sent to the client
  • Create binding instruction recap to team
  • Drafting stewardship reports in a timely fashion as agreed upon by the client
  • Provide oversight and direction for Loss control services and claims management
  • Review of client contracts as necessary
  • Review and communicate with carrier on any Material change to the coverage program
What we offer
What we offer
  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits: ESPP
  • 401k
  • Student Loan Assistance
  • Tuition Reimbursement
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
  • Fulltime
Read More
Arrow Right

Commercial Account Handler

We are seeking an experienced Commercial Account Handler on behalf of an industr...
Location
Location
United Kingdom , Derbyshire
Salary
Salary:
40000.00 - 45000.00 GBP / Year
https://www.lawesrecruitment.co.uk Logo
Lawes Consulting Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Ideally have a minimum of 3+ years commercial insurance broking experience
  • Confident in handling quotation enquiries, renewals and midterm adjustments for various insurance policies
  • Possess a strong technical knowledge of handling a range of commercial insurance products
  • Acturis experience would be beneficial
  • Exceptional communication and interpersonal skills
  • Attention to detail and strong analytical skills
  • Ability to handle workload and manage own diary
Job Responsibility
Job Responsibility
  • Processing new business, mid-term adjustment and renewals, performing re-broking exercises where required
  • Provide administrative support to the incumbent Account Executives, assist with any technical broking queries
  • Ensure all records are fully updated and documentation is processed in a timely and compliant manner
  • Prepare Renewal Review reports on behalf of the book or AE including current claims experience
  • Offer a high level of technical support and advice to clients in the day to day management of their insurance programs
  • Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms
  • Liaise with underwriters and insurer personnel to secure favourable terms on behalf of the client
  • Fulltime
Read More
Arrow Right
New

Registered Client Assistant

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Ma...
Location
Location
United States , Williamsburg
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 23, 2026
Flip Icon
Requirements
Requirements
  • 1+ year of Brokerage and Client Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
Job Responsibility
Job Responsibility
  • Assist Financial Advisor(s) with sales, service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
  • Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients
  • Establish and service client accounts, prepare forms, research account inquiries and/or issues
  • May also perform various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
  • When applicable, acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review
  • Fulltime
!
Read More
Arrow Right