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Americo Financial Life and Annuity · 2 months ago

EXECUTIVE ASSISTANT to CFO

Kansas City, MO

Full-time

Onsite

Senior Level

5+ years exp

Americo Financial Life and Annuity is seeking a detail-oriented Executive Assistant to support the Chief Financial Officer and finance leadership. The role involves managing the CFO’s schedule, handling correspondence, and assisting with meeting preparations while representing the CFO in a professional manner.

BankingConsultingCrowdfundingFinancial ServicesInsuranceRetirement

Comp. & Benefits

Responsibilities

Proactively maintain the CFO’s fluid business and personal calendars

Proactively deal with day-to-day issues regarding events/problems as they arise

Schedule, coordinate, and keep the CFO informed regarding business events, meetings, appointments, and personal events

Manage and write professional and personal correspondence

Manage the CFO’s e-mails, phone calls, and invitations from a wide range of business and personal contacts in a professional manner

Manage travel arrangements with accompanying detailed itineraries

Assist the CFO in preparing for meetings and personal events by creating agendas and presentations

Represent the CFO, and the Finance department in a professional and polished manner to other departments and outside business partners

Qualification

C-suite EA experienceMicrosoft Office proficiencyWritten communication skillsVerbal communication skillsOrganizedBusiness acumenDetail-orientedSelf-motivatedConfidentiality

Required

Four-year college degree

Minimum of five years of C-suite level EA experience

Proficiency with Microsoft Office (Word, Excel and Outlook)

Possess excellent written and verbal communication skills

Ambitious, detail-oriented and flexible

Willingness to learn and initiate new and improved processes

Self-motivated, organized and action-oriented with the ability to create a task list and execute it with little supervision

Possess business acumen along with the ability to approach unfamiliar situations and problems creatively

Experience working in environments where utmost discretion and confidentiality are required

Ability to work quickly without compromising quality

Ability to pass a drug test and background check

Excellent verifiable references

Company

Americo Financial Life and Annuity

Americo Financial Life and Annuity is a financial services company that offers life insurance services.

Founded in 1946

Kansas City, Missouri, USA

201-500 employees

http://americo.com

Funding

Current Stage

Growth Stage

Leadership Team

Mark Fallon

Senior Vice President and Chief Financial Officer

Renee Platz

Executive Assistant-CIO/Sr VP-Investments

Recent News

Morningstar.com

AM Best Removes From Under Review With Developing Implications and Affirms Credit Ratings of Ozark National Life Insurance Company

2025-07-24

Company data provided by crunchbase