Executive Assistant - Investment Team

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.

Executive Assistant – Investment Team

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

In this role, you will provide executive-level administrative support to our Chief Investment Officer (CIO) and NLG Capital Leadership team. In addition, you will be responsible for planning, organizing and/or managing special projects to deliver against our strategic objectives. Providing in-depth administrative and project coordination support, you will interface with external partners and all levels of leadership throughout the Company. Strong organization, prioritization, discretionary judgement, communication and multi-tasking skills are essential in this role and are the keys to your success in handling ever-changing demands and bringing leaders together.

Company Summary

For 175 years, National Life Group (“NLG”) has aimed to keep their promises to provide families stability in good times and in bad. And throughout that history, they have provided peace of mind to those families as they plan their futures.

As a mission-driven business, the cause of what they do is as important as the products they sell. And their cause is a very simple one, directed at the people who live and work on America’s Main Streets: “To Do good in our communities and with the individual families we serve.”

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, and the 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.

Role Summary

In this role, you will provide executive-level administrative support to our Chief Investment Officer (CIO) and NLG Capital Leadership team. In addition, you will be responsible for planning, organizing and/or managing special projects to deliver against our strategic objectives. Providing in-depth administrative and project coordination support, you will interface with external partners and all levels of leadership throughout the Company. Strong organization, prioritization, discretionary judgement, communication and multi-tasking skills are essential in this role and are the keys to your success in handling ever-changing demands and bringing leaders together.

Essential Duties and Responsibilities

• Provide timely and effective administrative support to our CIO and the NLG Capital Leadership Team
• Draft communications as needed; collaborate with leadership on messaging and manage information flow
• Arrange travel, accommodations, itineraries and all correspondence related to necessary arrangements including management of expense reports
• Plan, organize and execute events such as meetings, team building activities, luncheons, client dinners and special projects
• Manage the day-to-day administrative affairs of our CIO - maintaining a high degree of confidentiality & discretion; anticipate needs and proactively bring together appropriate people and resources to support our CIO in addressing issues
• Provide comprehensive support services to our CIO that ensures professional, responsive, and effective experiences at all levels of the organization – tracks and helps drive completion of key deliverables and follows up on outstanding action items
• Provide sophisticated calendar management; prioritize inquiries and requests while troubleshooting conflicts with little guidance, make judgements and recommendations to ensure smooth day-to-day engagements
• Manage a variety of departmental operations, such as team onboarding and inventory needs.
• Work collaboratively with other administrative professionals to request and assemble information, assist in formatting, and proof reading of business documents, as well as internal and external communications – commitment to the success of the team over personal success

Minimum Qualifications

• Bachelor’s degree
• Investment/asset manager experience
• Extensive administrative experience with a demonstrated record of success as a C-suite administrative professional
• Experience in project coordination
• High level interpersonal skills to handle sensitive and confidential situations; position continually requires demonstrated poise, tact and diplomacy and ability to interact effectively with all levels of employees, customers and vendors
• Strong verbal, written, and phone communication skills
• A self-starter with the ability to work without direct supervision; think independently to problem solve; take the initiative to resolve administrative and procedural issues; evaluate alternatives and make recommendations with tact and discretion
• Ability to work in a fast-paced and ever-changing environment with demonstrated ability to manage multiple competing tasks and demands.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Knowledge of a variety of software applications, as well as the demonstrated ability to rapidly learn new Company-specific systems and processes.
• Willing and available to work the hours necessary to meet the demands of the business.
• Completes assignments efficiently and in a timely manner, demonstrating a commitment to quality and attention to detail.
• Ability to work onsite Monday – Thursday, with flexibility to be onsite on Fridays when there is a business need.
• Able to pass a background check.

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!

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

$72,000—$105,600 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 and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

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National Life Group

1 National Life Dr

Montpelier, VT 05604