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Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. 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.

YEAR

LOCATION: Hybrid position, Clive, IA.Come join our team!There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen.Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients'' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you''re looking for in your next career? Then consider joining our amazing team!JOB OVERVIEW:Executive Assistant to the Director of AnnuitiesVanbridge/EPIC Insurance Brokers 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.The OpportunityWe are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support the Director of Annuities. 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 using annuity products, making this an exceptional growth opportunity for someone building a career in financial services.Key ResponsibilitiesExecutive & Administrative Support<ul><li>Provide comprehensive administrative support including calendar management, travel coordination, and meeting preparation</li><li>Prepare and maintain reports, presentations, and documentation with exceptional attention to detail</li><li>Handle confidential information with the utmost integrity and discretion</li><li>Monitor deadlines and ensure timely completion of tasks and projects</li><li>Manage CRM data entry, auditing, and task tracking with accuracy and consistency</li></ul>Client & Advisor Coordination<ul><li>Coordinate client communications, scheduling, and follow-ups to ensure seamless service delivery</li><li>Prepare materials for client meetings including paperwork, presentations, and supporting documentation</li><li>Serve as a "concierge" liaison between advisors, internal teams, and external partners</li><li>Assist with case design support, sharing concepts and strategies, and scheduling virtual meetings</li><li>Support point-of-sale activities and post-sale relationship nurturing</li></ul>Planning & Analysis Support<ul><li>Review client data including assets, liabilities, insurance policies, estate documents, and tax returns</li><li>Create net worth statements and input retirement planning data into planning software</li><li>Summarize key components of life insurance, annuity, disability, and long-term care policies</li><li>Support illustration and case design processes using industry software</li><li>Conduct research and synthesize data to support strategic recommendations</li></ul>Required Qualifications<ul><li>5+ years of experience as an Executive Assistant, Personal Assistant, or similar administrative role</li><li>Bachelor''s degree in business, finance, or related field preferred (or equivalent experience)</li><li>Strong proficiency in Microsoft Office Suite, Excel (formulas, pivot tables, reporting)</li><li>Exceptional organizational skills with demonstrated ability to manage multiple priorities under tight deadlines</li><li>Outstanding written and verbal communication skills</li><li>High level of discretion, confidentiality, and professional judgment</li><li>Self-driven with a sense of urgency, adaptability, and a results-oriented mindset</li><li>Team-first mentality with a collaborative, supportive approach</li></ul>Preferred Qualifications<ul><li>Experience in financial services, insurance, or Annuity industry</li><li>Familiarity with CRM systems (Salesforce preferred) and document management tools</li><li>Working knowledge of financial planning software a plus, such as eMoney.</li><li>Some understanding of life insurance products, planning concepts, or executive benefits (preferred)</li><li>Life, Health, or FINRA Series 6/63 licenses a plus (or willingness to obtain)</li><li>Experience with virtual meeting platforms (Zoom, MS Teams)</li></ul>What We Offer<ul><li>Competitive compensation and comprehensive benefits (medical, dental, vision, pharmacy)</li><li>Hybrid work environment with flexibility and work-life balance</li><li>Exposure to sophisticated financial planning and executive benefits strategies</li><li>Clear pathways for professional growth and career advancement</li><li>A collaborative, supportive culture recognized as a "best place to work"</li><li>Wellness programs, life and disability insurance, and additional employee benefits</li></ul>COMPENSATION:The national average salary for this role is $65 000.00 - $80 000.00 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 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:<ul><li>Generous Paid Time off</li><li>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</li><li>Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave</li><li>Generous employee referral bonus program of $1,500 per hired referral</li><li>Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)</li><li>Employee Resource Groups: Women's Coalition, EPIC Veterans Group</li><li>Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development</li><li>Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support</li><li>Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs</li><li>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!</li><li>EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation</li><li>We're in the top 10 of property/casualty agencies according to "Insurance Journal"</li></ul>To learn more about EPIC, visit our Careers Page: <a href="https://www.epicbrokers.com/about/epic-careers/" rel="nofollow">https://www.epicbrokers.com/about/epic-careers/</a>.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: <a href="https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf" rel="nofollow">https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf</a>.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.#LI-TM1#LI-Hybrid

Edgewood Partners Insurance Center

Executive Assistant to the Director of Annuities

Administrative Skills

Analysis Skills

Annuities

Auditing

Business Plan

Calendar Management

Capital Markets

Certified Public Accountant (CPA)

Communication Skills

Compensation and Benefits

Consulting

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Support/Service

Customer/Client Research

Data Entry

Data Management

Detail Oriented

Diversity

Document Management

Documentation

Employee Assistance Plan

Epic Bridges

Epic Systems

Estate Planning

Executive Assistant Skills 

Finance

Finance Software

Financial Planning

Financial Services

Financial Strategy

Funding

Hardware Virtualization

High Net Worth

Insurance

Legal

Life Insurance

Microsoft Excel

Microsoft Office

Multitasking

Organizational Skills

Pharmacy

Pivot Tables

Plan Meetings

Post-Sales

Presentation/Verbal Skills

Research Skills

Retirement Planning

Rich Internet Application (RIA)

Risk Management

Sales

Salesforce.com

Series 6

Service Delivery

Strategic Planning

Tax Accounting

Tax Returns

Team Player

Time Management

Travel Planning

Writing Skills

Requires eye/hand/arm coordination and dexterity of fingers and hands in keyboarding, calculating, and fingering and grasping small objects normally weighing less than 10 lbs. Keep an accurate list of calls, messages, information requests, meetings and appointments, and discipline referrals for the principal and dean of students when necessary.

JOB TITLE - Office Clerk/ReceptionistCLASSIFICATION - ClassifiedFLSA STATUS - Non-ExemptIMMEDIATE SUPERVISOR - Building PrincipalRECEIVES GUIDANCE FROM - Building administrators, district leadershipPURPOSE OF THE POSITION - Under general supervision, provides telephone or direct contact reception, provides a variety of office support services and related tasks as required, and maintains accurate records of student daily attendance.Please review the UCSD Actions of Excellence to gain an understanding of the expectations for UCSD employees.QUALIFICATIONS -(Skills, Knowledge, Abilities, Education, Certification/Licensure, Experience, Equipment)Skills, Knowledge, and Abilities<ul><li>Ability to operate a variety of standard office equipment, including a computer with experience in Google Docs and Sheets, printer/copier, telephone, etc.</li><li>Effective oral and written communication skills</li><li>Must be able to interact positively with students, faculty, parents, and other staff members of various backgrounds.</li></ul>Education<ul><li>High School Diploma Required.</li><li>One year of specialized training beyond high school preferred.</li></ul>Experience<ul><li>Two years of experience as an executive secretary or office manager preferred.</li></ul>Equipment<ul><li>Office equipment such as computers, two-way radios, multi-line phone system, cell phone, copier, and fax machines.</li></ul>ESSENTIAL DUTIES AND RESPONSIBILITIES -The following duties are normal for this position. These are not to be construed as exclusive or all inclusive. Other duties may be required and assigned.<ul><li>Greet parents, faculty, and students.</li><li>Monitor and manage building visitors, volunteers, and guest teachers.</li><li>Keep an accurate list of calls, messages, information requests, meetings and appointments, and discipline referrals for the principal and dean of students when necessary.</li><li>Manage and maintain student arrivals and dismissals during the school day.</li><li>Maintain student attendance records.</li><li>Refer students to the principal when necessary.</li><li>Enter student conduct referrals from teachers into the computer and distribute copies to the proper recipients.</li><li>Assist with basic office operations; photocopy, sort incoming mail and printing, order office forms, etc.</li><li>Assist the principal secretary in daily duties.</li><li>Maintain confidentiality.</li><li>Maintain a reliable attendance record.</li><li>Other duties as assigned.</li></ul>SUPERVISION OF OTHERS -<ul><li>None</li></ul>PHYSICAL REQUIREMENTS -<ul><li>Requires eye/hand/arm coordination and dexterity of fingers and hands in keyboarding, calculating, and fingering and grasping small objects normally weighing less than 10 lbs.</li><li>Repetitious bending, lifting, and hand movement.</li><li>Ability to work while standing, moving and/or walking.</li><li>Drug, tobacco, and alcohol-free while working.</li><li>Must be able to see and hear within normal limits with or without corrective lenses or hearing aids.</li><li>Ability to operate a motor vehicle used to travel between sites.</li></ul>WORKING CONDITIONS -<ul><li>Majority of work is performed in an office or school setting.</li><li>Occasional meetings outside the school day.</li><li>Occasional exposure to body fluids, fumes, noise, and hazardous materials and emergency situations.</li></ul>TERMS OF EMPLOYMENT -<ul><li>At-Will Employee</li><li>Letter of Assignment</li><li>Per Board Policies and administrative guidelines</li><li>Performance evaluated annually</li></ul>

Urbandale Community School District

Office Clerk/Receptionist - Valerius Elementary

Cellular Telephone

Copying Machines

Fax Machines

Google Apps

Hazardous Materials/Substances

Leadership

Mail Processing

Office Equipment

Office Management

Performance Analysis

Performance Reviews

Photocopy

Printers

Printing

Property Management

Record Keeping

School Attendance

Student Conduct

Telephone Skills

You will work side-by-side with experienced technical writers and engineers, gaining real-world experience in the full documentation lifecycle, from drafting and reviewing to publishing in a professional Content Management System (CMS). Additionally, you can freely decide and change any time whether you accept cookies or choose to opt out of cookies to improve the website's performance, as well as cookies used to display content tailored to your interests.

Intern - Technical Writer Job Details | DanfossWe use cookies to offer you the best possible website experience. Your cookie preferences will be stored in your browser's local storage. This includes cookies necessary for the website's operation. Additionally, you can freely decide and change any time whether you accept cookies or choose to opt out of cookies to improve the website's performance, as well as cookies used to display content tailored to your interests. Your experience of the site and the services we are able to offer may be impacted if you do not accept all cookies.Modify Cookie PreferencesReject All Cookies Accept All CookiesSkip to main content<ul><li>Search Jobs</li><li>Professionals</li><li>Finance, HR & Administration</li><li>Research & Development, Engineering, IT</li><li>Sales, Communications & Marketing</li><li>Supply Chain, Procurement & Quality</li><li>Production & Operations</li><li>Early Talent</li><li>Internships, Student Jobs & Thesis Collaboration</li><li>Postgraduate Program</li><li>Talent Communities</li><li>Life at Danfoss</li></ul>Language<ul><li>Dansk (Danmark)</li><li>Deutsch (Deutschland)</li><li>English (United Kingdom)</li><li>Español (España)</li><li>Français (France)</li><li>Polski (Polska)</li><li> ()</li><li>Slovencina (Slovak)</li><li> (Chinese Simplified)</li></ul>View profileEmployee Login<ul><li>Search Jobs</li><li>Professionals</li><li>Finance, HR & Administration</li><li>Research & Development, Engineering, IT</li><li>Sales, Communications & Marketing</li><li>Supply Chain, Procurement & Quality</li><li>Production & Operations</li><li>Early Talent</li><li>Internships, Student Jobs & Thesis Collaboration</li><li>Postgraduate Program</li><li>Talent Communities</li><li>Life at Danfoss</li></ul>Language<ul><li>Dansk (Danmark)</li><li>Deutsch (Deutschland)</li><li>English (United Kingdom)</li><li>Español (España)</li><li>Français (France)</li><li>Polski (Polska)</li><li> ()</li><li>Slovencina (Slovak)</li><li> (Chinese Simplified)</li></ul>View profileEmployee LoginLanguage<ul><li>Dansk (Danmark)</li><li>Deutsch (Deutschland)</li><li>English (United Kingdom)</li><li>Español (España)</li><li>Français (France)</li><li>Polski (Polska)</li><li> ()</li><li>Slovencina (Slovak)</li><li> (Chinese Simplified)</li></ul>View profileEmployee Login<ul><li>Search Jobs</li><li>Professionals</li><li>Finance, HR & Administration</li><li>Research & Development, Engineering, IT</li><li>Sales, Communications & Marketing</li><li>Supply Chain, Procurement & Quality</li><li>Production & Operations</li><li>Early Talent</li><li>Internships, Student Jobs & Thesis Collaboration</li><li>Postgraduate Program</li><li>Talent Communities</li><li>Life at Danfoss</li></ul>Search JobsJob DescriptionJob Title: Intern - Technical WriterReq ID: 49315Job Location (Short): Ames, IA, USAEmployment Type: Full TimeSegment: Danfoss Power Solutions SegmentJob Category: R&D, Technology and EngineeringWork Location Type: On-siteThe Impact You'll MakeYour words will empower engineers and customers around the world. In this role, you'll transform complex technical information into clear, concise, and accessible content that helps people succeed with our advanced products. You are the crucial link between our technology and our users.This is a hands-on opportunity to learn from a global team of experts. You will work side-by-side with experienced technical writers and engineers, gaining real-world experience in the full documentation lifecycle, from drafting and reviewing to publishing in a professional Content Management System (CMS).Your attention to detail and passion for clarity will directly contribute to our customer experience and our reputation for quality. If you are curious about technology and passionate about communication, this is your chance to make a real impact.What You'll Be Doing<ul><li>Help create and refine critical technical documents, such as user manuals and service instructions, that guide our customers.</li><li>Ensure our technical content is clear, consistent, and accurate by collaborating on reviews and upholding our global documentation standards.</li><li>Gain hands-on experience with professional publishing tools by supporting the release of new and updated content in our Content Management System (CMS).</li></ul>What We're Looking For<ul><li>Current enrollment in a Bachelor's or Master's degree program in Technical Communication, Engineering, IT, or a related field.</li><li>Exceptional written communication skills in English, with a strong eye for detail, grammar, and consistency.</li><li>Proficiency with the Microsoft Office Suite (Word, PowerPoint, etc.).</li><li>A genuine interest in technology and a curiosity for learning about structured writing, XML, and Content Management Systems (CMS) is a major plus.</li><li>The ability to work a flexible schedule at our Ames, IA location. Full-time during summer, part-time during semesters.</li></ul>What You'll Get from Us<ul><li>We promote from within and support your learning with mentoring, training, and access to global opportunities.</li><li>You'll have flexibility, autonomy, and support to do your best work while maintaining a healthy work-life balance. Your well-being matters to us.</li><li>We strive to create an inclusive work environment where people of all backgrounds are respected, and valued for who they are.</li><li>You'll receive benefits like 13th salary, annual bonus, paid vacation, pension plans, personal insurance, and more. These vary by country and contract, but they're worth asking about-we think they're pretty great.</li></ul>Ready to Make a Difference?If this role excites you, we'd love to hear from you! Apply now to start the conversation and learn more about where your career can go with us.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or other protected category.Information at a GlanceApply nowDanfoss engineers solutions that increase machine productivity, reduce emissions, lower energy consumption, and enable electrification.Our solutions are used in such areas as refrigeration, air conditioning, heating, power conversion, motor control, industrial machinery, automotive, marine, and off- and on-highway equipment. We also provide solutions for renewable energy, such as solar and wind power, as well as district-energy infrastructure for cities.Our innovative engineering dates back to 1933. Danfoss is family-owned, employing more than 39.000 people, serving customers in more than 100 countries through a global footprint of 95 factories.Danfoss engineers solutions that increase machine productivity, reduce emissions, lower energy consumption, and enable electrification.Our solutions are used in such areas as refrigeration, air conditioning, heating, power conversion, motor control, industrial machinery, automotive, marine, and off- and on-highway equipment. We also provide solutions for renewable energy, such as solar and wind power, as well as district-energy infrastructure for cities.Our innovative engineering dates back to 1933. Danfoss is family-owned, employing more than 39.360 people, serving customers in more than 100 countries through a global footprint of 95 factories.Apply now<ul><li>Privacy policy</li><li>Danfoss Job Portal Terms</li><li>Cookies</li><li>FAQ</li><li>Opens in a new tab.</li><li>Opens in a new tab.</li><li>Opens in a new tab.</li><li>Opens in a new tab.</li><li>Opens in a new tab.</li></ul>×Cookie Consent ManagerWhen you visit any website, it may store or retrieve information on your browser, mostly in the form of cookies. Because we respect your right to privacy, you can choose not to allow some types of cookies. 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Writing Jobs in Ames, IA

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Writing Jobs in Ames, IA

Executive Assistant to the Director of Annuities Edgewood Partners Insurance Center

Office Clerk/Receptionist - Valerius Elementary Urbandale Community School District

Intern - Technical Writer Danfoss A/S

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