Executive Assistant (to CFO)

Branch Financial•Columbus, OH

2d•Hybrid

About The Position

Branch is on a mission to make insurance more accessible, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be. But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Find out for yourself. Branch has a preference for candidates in the greater Columbus, Ohio area but is open to candidates located in the Kansas City area. Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of an employment visa at this time. This is a hybrid role which will require occasional in-office presence in Columbus, OH or Concordia, MO - exact schedule is location-dependent. Branch's headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life. We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois. Once a year, the entire company gathers for “BranchFest”, a highlight of the year for many Branchers. About the role We’re looking for a highly organized, proactive, and detail-oriented Executive Assistant to provide exceptional support to the Chief Financial Officer. In this role, you’ll serve as a trusted partner, helping to manage priorities, streamline day-to-day operations, and create the space for her to focus on the highest-impact work. You’ll play a critical role in keeping teams aligned, communications running smoothly, and key initiatives moving forward. The ideal candidate is resourceful, adaptable, and thrives in a fast-paced environment where priorities can shift quickly. You bring strong judgment, discretion, and a service-oriented mindset, along with the ability to anticipate needs before they arise. This is a great opportunity for someone who enjoys building structure, solving problems behind the scenes, project managing and acting as a steady, reliable presence for her and cross-functional partners alike.

Requirements

At least 3 years experience supporting senior leaders in an Executive Assistant, Administrative Business Partner, or similar role
Exceptional organizational and time management skills, with the ability to manage multiple priorities and deadlines simultaneously
Enjoyment in managing multiple projects and cross departmental communication and coordination of these projects to hit deadlines required by the Chief Financial Officer
Strong written and verbal communication skills, with a high degree of professionalism and attention to detail
Demonstrated ability to exercise sound judgment, maintain confidentiality, and handle sensitive information with discretion
Highly proactive and resourceful, with the ability to anticipate needs, solve problems, and adapt quickly in a fast-paced environment
Strong interpersonal skills and a service-oriented mindset, with the ability to build effective working relationships across teams and levels
Experience coordinating complex calendars, meetings, travel, and expenses with accuracy and efficiency
Comfortable working independently, taking ownership of work, and following through on tasks with minimal oversight
Proficiency with common business tools and collaboration platforms such as Google Workspace, Microsoft Office, Slack, and calendar management systems
Ability to create structure, improve processes, and bring clarity to ambiguous or shifting priorities

Responsibilities

Manage complex calendars, scheduling, and prioritization for the Chief Financial Officer, ensuring time is aligned to the highest-impact work
Manage coordination of the commercial insurance renewals for several different independent companies
Lead the process of setting up the HR processes for open position recruitment for the Finance, Accounting and Actuarial Departments under the direction of the Chief Financial Officer
Coordinate internal and external meetings, including logistics, agendas, materials, and follow-up actions
Support travel planning and expense management with a high level of accuracy, efficiency, and attention to detail
Prepare documents, presentations, and meeting materials that enable the Chief Financial Officer to make informed decisions and stay organized
Track action items, deadlines, and key deliverables to help ensure priorities move forward effectively
Partner cross-functionally with teams across the business to coordinate activities, share information, and keep work progressing smoothly
Exercise sound judgment and discretion in handling sensitive, confidential, and time-sensitive information
Identify opportunities to improve administrative processes, create structure, and increase efficiency in day-to-day operations
Provide support for team events, department meetings, and other operational initiatives as needed
Openness to providing support from time to time for other executive leaders as capacity allows

Benefits

Competitive salary - Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.
Pay equity and transparency - Our pay isn’t just market-driven, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.
Hybrid / remote schedule - Work with flexibility. We’ll take care of your work from home set-up and monthly internet.
Flexible YouTime - We don’t just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation.
Employee stock options - You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow.
Medical, vision, dental - Get all the coverage you need for a healthy, happy life.
401k and contribution matching - Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.

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