Executive Assistant - Finance

Executive Assistant

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.

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!

Base Pay Range . The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

Additional Compensation and Benefits . The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

Hourly Pay Range $64,125 —$94,050 USD

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer