Executive Assistant – Finance
About The Position
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.
Requirements
- 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.
Nice To Haves
- 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.
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.
Benefits
- Benefits start day one and are flexible and customizable to your and your family’s specific needs.
- 401(k) eligibility
- various paid time off benefits, such as vacation, sick time, and parental leave
- discretionary annual incentive programs
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What This Job Offers
Job Type
Full-time
Career Level
Executive
