N

National Life

Longstanding life insurer providing financial protection

Executive Assistant

Executive SupportConfirmed live in the last 24 hours
Full-timeMontpelier, VT, USA

About the Job

Requirements

  • A bachelor's degree in Business Administration or a related field and at least three years of related administrative experience, or an equivalent combination of seven years of total education, certification, and experience.
  • Experience supporting senior leaders in a fast-paced environment that requires discretion, sound judgment, and management of competing priorities.
  • Interpersonal skills to handle sensitive and confidential information with poise, tact, discretion, and diplomacy.
  • Initiative and the ability to anticipate routine leadership and team needs.
  • Organizational skills to prioritize multiple assignments, manage competing deadlines, and maintain attention to detail.
  • Strong written and verbal communication skills.
  • Critical-thinking, problem-solving, and project-coordination skills appropriate for varied administrative assignments.
  • Proficiency with common office technology and ability to learn company-specific systems and processes.
  • Willingness and ability to work more than 40 hours per week if necessary.
  • Ability to pass a background check.
  • Expected to use approved AI tools where appropriate, remain open to AI-enabled ways of working, review and validate AI-generated content, maintain accountability for work products, and use AI responsibly in accordance with company policies on confidentiality, data privacy, security, compliance, retention, and intellectual property.

Responsibilities

  • Provide administrative support to leaders and business teams across the organization.
  • Serve as a professional point of contact for internal and external business partners, coordinating communications and information flow.
  • Draft, edit, and format correspondence, presentations, reports, meeting materials, and other business documents.
  • Coordinate meetings with internal teams and external investment managers, sponsors, consultants, banks, advisors, and other business partners.
  • Coordinate recurring investment team meetings, portfolio reviews, and investment committee meetings, including agendas, meeting materials, logistics, and follow-up action items.
  • Coordinate conference registrations and due diligence visits; arrange business travel, accommodations, itineraries, and related documentation; and prepare and submit expense reports.
  • Plan, coordinate, and execute meetings, events, workshops, recognition activities, and other business functions.
  • Maintain electronic and physical records, files, correspondence, and documentation in accordance with company policies and established procedures.
  • Prepare, edit, and distribute confidential investment-related presentations, reports, and meeting materials.
  • Organize and maintain confidential investment documentation and correspondence in accordance with company policies.
  • Coordinate onboarding, offboarding, and other administrative activities for assigned business areas.
  • Monitor assigned administrative projects, follow up on action items, and coordinate activities to support timely completion.
  • Build collaborative working relationships with leaders, administrative professionals, and business partners to support organizational effectiveness.
  • Handle sensitive and confidential information with professionalism, discretion, and sound judgment.
  • Identify opportunities to improve administrative processes, organization, and efficiency.
  • Perform other duties as assigned.

Desired Qualifications

  • Experience supporting multiple leaders in a corporate or professional environment.
  • Advanced proficiency with Microsoft 365 applications, including Outlook, Word, Excel, PowerPoint, and Teams.
  • Experience supporting investment committees, executive committees, or other governance-related meetings.
  • Knowledge of expense reporting, travel coordination, and complex calendar management.
  • Ability to coordinate highly confidential meetings, projects, and corporate events involving multiple stakeholders.
  • Success preparing executive-level presentations, communications, reports, and meeting materials.
  • Familiarity with enterprise business applications such as Concur, UKG, Workday, or similar systems.
  • Flexibility to occasionally support meetings or events outside standard business hours.
  • Experience supporting executives or investment professionals within investment management, asset management, financial services, banking, consulting, or a similarly regulated professional services environment.

About the Company

National Life

Longstanding life insurer providing financial protection

National Life provides life insurance and related financial services through its group of affiliated companies. Its offerings include life insurance for individuals and groups, plus investment and retirement products provided by its broker-dealer and registered investment adviser affiliates. The policy structure typically includes death benefits and potential cash value growth, funded by regular premiums over time. The company relies on a long-standing history (since 1848) and a network of affiliated entities to serve clients with financial protection and planning solutions. National Life positions itself on steady, values-driven service with a focus on providing financial peace of mind in times of need. Its goal is to help people secure their families’ futures and support financial stability through responsible, transparent coverage and guidance.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$15.8M
Headquarters
Montpelier, VT
Founded
1848

Recently Posted Jobs

Explore more opportunities at National Life

See more jobs