Executive Assistant - Operations

Executive Assistant

Provide proactive, high-impact support to President-level and senior executives to enable efficient execution of business priorities across Sammons Financial Group. Operate as a central coordinator of executive operations, ensuring alignment of schedules, communications, and key activities. Serve as a trusted partner to leadership by anticipating needs, managing day-to-day operations, and facilitating cross-functional coordination. Support execution of organizational initiatives, executive communications, and events while maintaining a high standard of professionalism, confidentiality, and operational excellence.

This position will report to the VP Ops Strategy & Planning, but will support the COO and additional executives on the Operations Executive team

• Manage executive calendars, communications, and daily priorities across multiple leaders, exercising judgment to prioritize requests and optimize executive time, decision-making, and business impact
• Proactively anticipate executive needs, identify potential conflicts, and implement solutions to maintain continuity and efficiency
• Review, triage, and respond to correspondence and inquiries on behalf of executives, using sound judgment and discretion
• Coordinate complex scheduling, travel, meetings and event logistics, ensuring seamless execution and a high standard of detail and organization
• Prepare, update, and design high-quality presentations, reports, and briefing materials for executive use
• Track and drive follow-through on action items, deadlines, and deliverables to ensure timely execution of executive priorities
• Maintain strict confidentiality while handling sensitive information and executive matters
• Identify and implement process improvements to enhance efficiency, streamline workflows, and elevate the effectiveness of the executive office
• Support special projects and strategic initiatives aligned to business priorities
• Maintain an in-office presence aligned with the executives supported

Bachelor's Degree Preferred

• Minimum 5 years' equivalent work experience within financial services Preferred
• Extensive knowledge of executive offices' functions and company organizational structure
• Excellent verbal and written communication skills
• Excellent office skills, which include: typing, proofing, filing, and organization
• Strong knowledge of Microsoft Suite including Word, Excel, Outlook and PowerPoint
• Excellent time management skills and ability to exercise sound judgment
• Ability to manage requests from several individuals and deal with others at all levels tactfully and respectfully
• Ability to run and organize daily activities to ensure a smoothly running office in a professional and personable manner

Due to the financial nature and level of accountability of this position, a credit and criminal background check is required. If the position is in the SIG business unit, Annuity New Business Securities team, or if we are holding securities licenses, FINRA regulations require fingerprinting for this position; if we are holding securities licenses, a credit check will also be required. Management reserves the right to determine and approve incumbent suitability for this position.

USD $55,832.00 - USD $93,052.00 /Yr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance. Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success. Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k). Worklife balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays. Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs. Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you. An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best worktogether shaping our future shared success.

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Sammons Financial Group Is An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

ADA. Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact View email address on click.appcast.io or call View phone number on click.appcast.io.

E-Verify. Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Policy for External Search Firms and Agencies. Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.