Executive Assistant to President - Strategic Admin & Data

K B Berry & Assoc., Inc.; Walnut (CA); On-site; USD 39,000 - 50,000; Full time

Benefits offered by this job

Medical benefits

Paid time off

Corporate holidays

Private office workspace

Job summary

K B Berry & Assoc., Inc. is seeking an experienced Executive Assistant to support the President, manage the executive calendar, and coordinate high-priority client and advisor relationships.

The role requires advanced Microsoft Office skills, professional business writing, and the ability to handle sensitive data with discretion. You will also coordinate travel logistics, format corporate documents, and oversee routine office operations from Walnut Creek, CA.

Qualifications

• 3–5 years of Executive Assistant experience, preferably in insurance brokerage, TPA, or healthcare administration.
• Strong command of Microsoft Office and professional business writing.
• Ability to manage calendars, gatekeep communications, and handle sensitive records (HIPAA-adjacent).

Responsibilities

• Own the executive calendar and protect President's workflow.
• Serve as primary gatekeeper for external consultants and clients.
• Format, clean up, and proofread heavy business materials.
• Track and file large data sets and claims data for audits.
• Coordinate occasional multi-city travel and manage expenses.
• Handle general office operations and inbound inquiries; track renewal deadlines.

Skills

Executive support

Calendar management

Microsoft Office

Professional writing

HIPAA awareness

Education

High School Diploma

Tools

Outlook

Word

PowerPoint

Excel

Job description

K B Berry & Assoc., Inc. is seeking an experienced Executive Assistant to support the President, manage the executive calendar, and coordinate high-priority client and advisor relationships.

The role requires advanced Microsoft Office skills, professional business writing, and the ability to handle sensitive data with discretion. You will also coordinate travel logistics, format corporate documents, and oversee routine office operations from Walnut Creek, CA.