Executive Assistant – Finance

 Please note that we do not offer visa sponsorship for this position.

Role Summary 

This role provides executive-level administrative and project coordination support to members of the Finance team. It helps organize priorities, manage communication, and advance special projects tied to strategic objectives. 

The Executive Assistant serves as a key liaison across leadership, staff, external agencies, and internal stakeholders. The role manages calendars, meetings, travel, presentations, and follow-through to keep work moving smoothly across the business. 

The ideal candidate is highly organized, discreet, collaborative, and adaptable, with strong judgment, communication skills, and the ability to thrive in a fast-paced, ever-changing environment. 

This position currently offers an onsite work schedule, with the expectation that you will be in the office four (4) days per week during onsite core days.  Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.  The work schedule type and core days are subject to change with advance notification and manager discretion. 

Essential Duties and Responsibilities 

• Provide timely and effective administrative support to members of the Finance team. 

• Commit to developing a deep understanding of both channel and Company models of culture and business structures. 

• Serve as liaison between NLG associates; act as ambassador and spokesperson to coordinate communication to both internal/external stakeholders. 

• Manage demanding schedules, including meetings, conferences, agendas, travel arrangements, logistics, and business travel expense reports. 

• Support channel-wide communication, event coordination, and information flow. 

• Prepare, and coordinate presentations and related materials partnering with internal associates. 

• Assist with planning, communicating, and coordinating projects, including documenting planning conversations, managing stakeholder relationships, running team meetings, and assisting with onboarding. 

• Partner with all NLG Administrative Professionals Group at-large; provide backup support as needed. 

• Participate in special projects and transformation teams as assigned. 

• Perform other duties as assigned. 

 

Minimum Qualifications  

• Bachelor’s degree in Administration, or equivalent years of job experience, or certification. 

• Administrative experience with a demonstrated record of success as a leadership administrative professional. 

• High level interpersonal skills to handle sensitive and confidential situations with poise, tact, and diplomacy. 

• Strong verbal, written, and phone communication skills. 

• Self-starter with the ability to work without direct supervision, think independently to solve problems, and make recommendations with tact and discretion. 

• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook). 

• Knowledge of a variety of software applications and the ability to rapidly learn new company-specific systems and processes. 

• Ability to work in a fast-paced, ever-changing environment and manage multiple competing tasks and demands. 

• Willingness and availability to work the hours necessary to meet business demands. 

• Ability to complete assignments efficiently and in a timely manner with minimal supervision. 

• Commitment to quality and attention to detail. 

• Project coordination experience. 

• Ability to pass a background check. 

 

Preferred Qualifications  

• Experience in the financial services industry, preferably in a life insurance company setting, or comparable industry experience. 

• Experience supporting multiple leaders in a complex business environment. 

• Business curiosity and initiative, including the ability to anticipate needs and prepare information for upcoming meetings. 

 

AI Proficiency Expectations 

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength. 

 

All applicants are expected to: 

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work. 

• Stay curious and open to new AI-enabled ways of working. 

• Exercise sound judgment by reviewing and validating AI-generated content. 

• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles. 

• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property. 

• Additional Expectations for AI-Forward Roles 

 

Core Competencies 

Service Focus: Demonstrates a client centric focus for satisfying one’s external and/or internal customers; establishes and maintains effective relationships with customers and gains their trust and respect. 

Communicates Effectively: Actively listens, conveys messages to meet different audience needs, and remains open to new ideas and opinions. 

Results Oriented: Sets performance and personal goals; Driven to meet or exceed goals and objectives. 

Establishes Relationships: Builds partnerships with others to instill trust, collaborate, and meet shared objectives. 

Plans and Aligns: Plans and prioritizes work to meet commitments aligned with organizational goals; Aligns people and skills to tasks and assignments; Evaluates results of work. 

Decision Making: Makes sense of complex information, critically evaluates, and creates solutions. 

Demonstrates Learning Agility: Enhances skills and knowledge through continuous learning; Focuses on personal results by establishing stretch goals; Seeks feedback and changes accordingly. 

Fosters Diversity: Values diversity and difference in thought, experience, and perspective; Promotes an environment that embraces diversity, equity, and inclusion; Support

Benefits

• Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!