Bankers Fidelity Life Insurance Company® · 4 days ago
Executive Assistant to the President
Brookhaven, GA, US
Full-time
Onsite
Senior LevelBankers Fidelity Life Insurance Company® is seeking an Executive Assistant to the President who will serve as a strategic business partner and operational extension of the President. This role involves high-level administrative support, managing complex priorities, and ensuring the Office of the President operates with excellence and alignment to organizational goals.
Insurance
Responsibilities
Manage the President's calendar, schedule appointments, and coordinate meetings, both internal and external, ensuring all relevant documentation and information are provided in advance
Prepare and edit correspondence, presentations, reports, and other documents as required, maintaining accuracy and confidentiality. i.e. Board Presentations, All Employee meetings, Strategic Planning sessions, etc
Handle incoming, emails, and messages, prioritizing and responding on behalf of the President when necessary
Arrange travel itineraries, accommodation, and logistics for business trips, ensuring all arrangements are seamless and efficient
Prepare executive-level materials including board presentations, company-wide communications, strategic planning materials, and leadership presentations
Act as a primary point of contact for the Office of the President, managing incoming requests, communications, and follow-up with sound judgment and confidentiality
Lead the planning and execution of high-level meetings on behalf of the President, including All-Employee Meetings, leadership meetings, and strategic planning sessions, etc
Develop agendas, coordinate pre-work, prepare materials, and ensure key stakeholders are aligned and prepared
Attend meetings as requested to capture key decisions, document outcomes, and track follow-up actions to support execution
Coordinate logistics for complex meetings and events, including venues, catering, technology, and vendor management
Partner with internal leaders to ensure meetings are productive, well-structured, and aligned to organizational priorities
Track commitments and action items across initiatives to help ensure accountability and progress
Collect, analyze, and synthesize information to support executive decision-making and strategic planning
Prepare concise summaries, reports, and briefing materials to ensure the President is well-informed and prepared for meetings, presentations, and key initiatives
Conduct research on organizational, operational, and external topics as requested, translating findings into actionable insights
Maintain organized and confidential records, files, and documentation for the Office of the President, ensuring accuracy and ease of access
Manage sensitive and confidential information with the highest level of discretion and professionalism
Build and maintain strong, trust-based relationships with executives, managers, employees, board members, and external partners, representing the President and the organization with professionalism and integrity
Serve as a key liaison between the President and internal stakeholders, facilitating clear communication, alignment, and follow-through across the organization
Exercise sound judgment when handling sensitive interactions and situations, ensuring matters are addressed thoughtfully and confidentially
Foster collaboration across departments by supporting communication flow and helping remove barriers that impact executive priorities and organizational effectiveness
Represent the tone, values, and expectations of the Office of the President in day-to-day interactions
Lead and support high-impact initiatives on behalf of the President, including organizational projects, process improvements, and cross-functional efforts that support company priorities
Partner with the President on strategic initiatives by conducting research, developing materials, coordinating stakeholders, and supporting execution
Play a key role in planning and executing company-wide initiatives and events such as All-Employee Meetings, leadership events, board meetings, milestone celebrations, culture-building efforts, and spearheading technology and workflow enhancements
Identify opportunities for improved workflows, communication, and operational efficiency within the Office of the President and broader organization
Qualification
Required
Bachelor's degree in business, communications, or a related field strongly preferred
Proven experience as an Executive Assistant supporting C level executives or similar role
Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, OneDrive, Teams) and document management platforms
Task and project management using tools such as Asana, including workflow creation, task tracking, and cross-functional coordination
Experience leveraging artificial intelligence tools (e.g., ChatGPT, Microsoft Copilot/AI features, Otter.ai) to improve efficiency, communication, and workflow
Executive-level calendar management, inbox management, and priority coordination
Expense reporting, invoice processing, and budget tracking with strong attention to detail and accuracy
Preparation of executive presentations, reports, and briefing materials for board meetings, leadership sessions, and company-wide communications
Exceptional organizational and time management skills with the ability to manage multiple competing priorities
Strong written and verbal communication skills, including drafting communications on behalf of senior leadership
High degree of discretion and professionalism when handling sensitive and confidential information
Demonstrated ability to anticipate needs, solve problems proactively, and operate effectively in fast-paced environments
Adaptability and willingness to learn new systems, tools, and processes
Company
Bankers Fidelity Life Insurance Company®
For over 65 years, Bankers Fidelity Life Insurance Company has provided tens of thousands of Americans with valuable, customer-oriented insurance products.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Corey Jones
Director, Partner Relations
Company data provided by crunchbase