Executive Assistant – Investment Team jobs in United States
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National Life Group · 2 weeks ago

Executive Assistant – Investment Team

National Life Group is one of America’s fastest-growing insurance companies, focused on providing stability to families since 1848. The Executive Assistant will support the Chief Investment Officer and the NLG Capital Leadership team, managing administrative tasks and special projects to help achieve strategic objectives.

Health CareInsuranceLife Insurance
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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

Qualification

Investment/asset managementC-suite administrative supportProject coordinationMicrosoft OfficeMulti-taskingCommunication skillsInterpersonal skillsAttention to detail

Required

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

Benefits

Your benefits start day one and are flexible and customizable to your and your family’s specific needs.
Medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave)
National Life’s discretionary annual incentive programs

Company

National Life Group

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National Life Group offers life insurance, and annuity products to help individuals, families and businesses pursue financial needs.