Operations and Executive Support Lead - Potential for Hybrid Work

About this role

Discover a Career That Empowers You - Join HUB International  

At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it.  

In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.  

We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career.  

Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling.  

We would love for you to explore what is possible at HUB International.  

We currently have an opportunity for an   Operations and Executive Support Lead   to join our   Retirement and Private Wealth   team in our   McLean, VA   office.  

The selected individual will be   responsible   for   providing   executive   administrative   support   for   executive   members   of   the   organization,   in   accordance with   the practices, policies   and   procedures   of   the   Company. This   position   will   particularly   focus   on   time management for the Managing Director, being aware of his daily appointments and tasks, managing e-mail and phone calls, identifying priorities and elevating them as needed.  

  Job Responsibilities will include, but are not limited to:  

• Responsible for annual compliance audit for the office, coordinating with broker/dealer auditors and employees.   

• Oversee day-to-day office operations of firm including escalation, delegation and decision-making to ensure smooth operations, including management of an office manager.   

• Support office culture with coordinated office events, meetings, and team-building activities.  

• Manage Life Insurance process from application intake to policy issuance. Coordinate and communicate with the client, broker and insurance company status during the process.  

• Oversee work environment and delegate as needed for a clean and organized office space,   ensuring all areas are properly stocked and maintained.  

• Serve as the primary point of contact for vendors and building management.  

• Assist operations department with employee lifecycle documentation including facilitation of onboarding, access and equipment for the success of all.   

• Handle general office-related inquiries and troubleshoot any issues that arise.  

• Provide high-level administrative support to executives, including managing calendars, scheduling meetings, coordinating presentations, and organizing travel.  

• Prepare, proofread, and edit correspondence, reports, and presentations as needed.  

• Screen and prioritize incoming communications (emails, calls, etc.) and respond or redirect as necessary.  

• Coordinate executive meetings, including preparing agendas, taking meeting notes, and following up on action items.  

• Assist in the preparation of presentations and reports.  

• Handle confidential information with discretion and professionalism.  

• Facilitate communication between executives, clients, and vendors to ensure smooth information flow.  

• Manage the team responsible for onboarding new clients to ensure smooth transitions, a positive client experience, and the achievement of onboarding milestones.  

• Coordinate team responsible for preparing client-specific materials for presentations and meetings, ensuring accuracy and alignment with client needs.   

• Maintain the internal database and lead the team during transitions to ensure smooth operations.  

• Other   responsibilities   as   assigned   by   Manager.  

Qualifications:  

• Strong attention to detail with the ability to prioritize tasks effectively.  

• Excellent organizational and multitasking skills.  

• Strong written and verbal communication skills.  

• Ability to maintain professionalism and confidentiality.  

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and office management software.  

• Ability to work independently and as part of a team in a fast-paced environment.  

• A positive, can-do attitude with excellent interpersonal skills.  

What We Offer You:  

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too.  

We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.  

Benefits you may enjoy as part of the HUB International Mid-Atlantic team:  

• Medical, Dental, Vision, and Prescription Drug Coverage  

• Health Plan Reimbursement Program  

• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)  

• 401(k) Savings Plan  

• Life and D

Similar jobs

• Team Lead, Middle Market Unit - Potential for Hybrid Work — HUB International · Annapolis, MD
• Senior Client Relationship Manager, Employee Benefits - Potential for Hybrid Work — HUB International · Annapolis, MD | Washington, DC
• Senior Account Manager - Potential for Hybrid Work — HUB International · Annapolis, MD
• Financial Planning & Service Associate - Potential for Hybrid Work — HUB International · Glen Allen, VA
• Financial Planning & Service Associate - Potential for Hybrid Work — HUB International · Bethesda, MD
• Head of Operations (Remote - Work from Anywhere) — Xapo61 · Remote
• IT Systems & Operations Coordinator (NYC - Hybrid) — Beam · New York City
• Client Service Associate, Wealth Management - Potential for Hybrid Work — HUB International · Rockville, MD