Executive Assistant

Executive Assistant

Montpelier, VT

Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

About Us

NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple to allow NLG to keep its promises. How we do this an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.

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

Role Summary

National Life Group is a purpose-driven organization with a mission to Do good. Be good. Make good. We are committed to fostering a culture of inclusion, belonging, and diversity where all associates can thrive.

In this role, you will provide comprehensive administrative support to two senior investment professionals within NLG Capital, the investment management company of National Life Group. You will manage complex schedules, coordinate meetings and travel, prepare executive-level materials, and support the day-to-day activities of the investment team while serving as a trusted partner to leadership.

This role regularly interacts with senior leaders, investment professionals, external investment managers, consultants, banks, advisors, and business partners. Success in this position requires exceptional organization, professionalism, discretion, sound judgment, and the ability to anticipate business needs while managing multiple competing priorities in a fast-paced environment.

The ideal candidate is proactive, highly organized, collaborative, and thrives in supporting senior leaders by ensuring operational efficiency and delivering exceptional administrative support.

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 administrative support to leaders and business teams across the organization.
• Serve as a professional point of contact for internal and external business partners, coordinating communications and information flow.
• Draft, edit, and format correspondence, presentations, reports, meeting materials, and other business documents.
• Coordinate meetings with internal teams and external investment managers, sponsors, consultants, banks, advisors, and other business partners.
• Coordinate recurring investment team meetings, portfolio reviews, and investment committee meetings, including agendas, meeting materials, logistics, and follow-up action items.
• Coordinate conference registrations and due diligence visits; arrange business travel, accommodations, itineraries, and related documentation; prepare and submit expense reports.
• Plan, coordinate, and execute meetings, events, workshops, recognition activities, and other business functions.
• Maintain electronic and physical records, files, correspondence, and documentation in accordance with company policies and established procedures.
• Prepare, edit, and distribute confidential investment-related presentations, reports, and meeting materials.
• Organize and maintain confidential investment documentation and correspondence in accordance with company policies.
• Coordinate onboarding, offboarding, and other administrative activities for assigned business areas.
• Monitor assigned administrative projects, follow up on action items, and coordinate activities to support timely completion.
• Build collaborative working relationships with leaders, administrative professionals, and business partners to support organizational effectiveness.
• Handle sensitive and confidential information with professionalism, discretion, and sound judgment.
• Identify opportunities to improve administrative processes, organization, and efficiency.
• All other duties as assigned.

Minimum Qualifications

• Bachelor's degree in Business Administration or related field and 3 or more years of related administrative experience, or equivalent combination of 7 years total education, certification, and experience.
• Experience supporting senior leaders in a fast-paced environment requiring exceptional discretion, sound judgment, and management of competing priorities.
• Strong interpersonal skills, including the ability to handle sensitive and confidential information with poise, tact, discretion, and diplomacy.
• Demonstrated initiative and ability to anticipate routine leadership and team needs.
• Excellent organizational skills with the ability to prioritize multiple assignments, manage competing deadlines, and maintain exceptional attention to detail.
• Strong written and verbal communication skills.
• Critical thinking, problem-solving, and project coordination skills appropriate for varied administrative assignments.
• Proficiency with common office technology and ability to learn company-specific systems and processes.
• Must be willing and able to work more than a 40-hour work week if necessary.
• Must be able to pass a background check.

Preferred Qualifications

• Experience supporting multiple leaders in a corporate or professional environment.
• Advanced proficiency with Microsoft 365 applications, including Outlook, Word, Excel, PowerPoint, and Teams.
• Experience supporting investment committees, executive committees, or other governance-related meetings.
• Knowledge of expense reporting, travel coordination, and complex calendar management.
• Demonstrated ability to coordinate highly confidential meetings, projects, and corporate events involving multiple stakeholders.
• Proven success preparing executive-level presentations, communications, reports, and meeting materials.
• Familiarity with enterprise business applications such as Concur, UKG, Workday, or similar systems.
• Flexibility to occasionally support meetings or events outside standard business hours.
• Experience supporting executives or investment professionals within investment management, asset management, financial services, banking, consulting, or a similarly regulated professional services environment.

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.

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!

Core Competencies Individual Contributor

• 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.
• Decision Making - Makes sense of complex information, critically evaluates, and creates solutions.
• Results Oriented - Sets performance and personal goals; Driven to meet or exceed goals and