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Executive/Administrative Assistant
Executive/Administrative Assistant-June 2024
Exton
Jun 30, 2025
ABOUT IPIPELINE
We’re always looking to expand our family of like-minded individuals who are committed to making a difference in financial security.
501 - 1,000 employees
Technology
VIEW COMPANY PROFILE >>
About Executive/Administrative Assistant

  As a market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, protection, and financial services industry. With one of the industry's largest data sets, we help advisors and agents automate, digitally optimize, and grow their businesses to better secure the financial futures of their clients.

  At iPipeline, you'll play a major role in helping us to provide best-in-class, transformative solutions. We're passionate, creative, and innovative, and together as a team, we continue to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

  We're proud that we've been recognized in the industry as a repeat winner of various excellence awards, including our selection as a 2022 Top Workplace in the U.S., and as a Best Life Insurance Software Solution award winner in the UK. We believe that the culture we've built for our over 1000 employees around the world is exceptional -- and we've built a place where our employees love to come to work, every single day.

  Come join our team!

  We are currently looking for an Executive/Administrative Assistant to join our team.

  The role requires that the ideal candidate displays exemplary time management skills and the ability to identify and anticipate the CEO's needs. The role must interact seamlessly and with a professional demeanor across a broad range of individuals including members of the Senior Management Team, employees, and our parent company, Roper Technologies. To perform this job successfully, the individual is expected to handle highly sensitive and confidential information exercising professionalism and discretion.

  Primary Duties and Responsibilities

  Work directly with the CEO and Executive Team to support all aspects of their daily routines.Maintain calendar, including scheduling meetings, appointments, speaking engagements, and travel (may include domestic and international) arrangements.Assist in the development of presentations.Determine priority of matters of attention for the CEO; redirect matters to staff to handle, or handle matters personally, as appropriate.Keep the CEO advised of time-sensitive and priority issues, ensuring appropriate follow-up.Routinely perform a wide variety of support duties.Sort and triage mail; maintain e-mail and other address directories.Compose and prepare letters relating to routine correspondence.Schedule departmental meetings; assist in the preparation and distribution of meeting agendas and materials.Organize and prepare for meetings, including gathering documents and attending to logistics of meetings.Review and send communications on behalf of company executives.Prepare, reconcile, and submit expense reports.Maintain filing systems.Attend meetings and take notes of discussion as needed; prepare the initial draft of minutes and summaries.Complete a variety of special projects including creating PowerPoint presentations, financial spreadsheets, special reports, and agenda material.Maintain a well-organized and efficient office. Handles all office manager-type responsibilities including ordering office supplies, coordinating social events, and facilities management.Other additional and/or alternative duties as assigned from time to time.Maintain confidential and sensitive information.

  The Ideal Candidate Is

  A detail-oriented self-starterSomeone who exhibits sound judgment with the ability to prioritize and make decisionsEnergetic and eager to tackle new projects and ideasComfortable interacting with high-level executivesA team player capable of cultivating productive working relationshipsResourceful, can-do attitudeThrives in a fast-paced environment

  We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program - all in a creative, fast-growing, and innovative company.

  About iPipeline

  Founded in 1995, iPipeline is a unit of Roper Technologies (NYSE: ROP), a constituent of the S&P 500® and Fortune 500® indices. As a leading provider of cloud-based software solutions for the life insurance and financial services industry, our business is to accelerate and simplify sales, compliance operations, and customer support. We automate processes for every stage of the business - from pre-sales, new business, and underwriting to policy administration, point-of-sale execution, post-sale support, and data analytics. We offer the broadest range of integrated solutions used by a leading community of carriers/providers, distributors, financial institutions, and financial professionals to enable them to secure the financial futures of their customers and their families.

  iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

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