Executive Assistant - Finance

nationallifeinsurancecompany; Addison (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

National Life Group seeks an Executive Assistant to provide executive-level administrative and project coordination support to the Finance team. You will manage calendars, travel, and presentations, while coordinating across leadership and external stakeholders.

The role emphasizes discretion, strong communication, and the ability to thrive in a fast-paced environment. Onsite four days per week with core days Mon-Thu.

Qualifications

• Bachelor's degree in Administration, or equivalent years of job experience, or certification.
• Administrative experience with a demonstrated record of success as a leadership administrative professional.
• High level interpersonal skills to handle sensitive and confidential situations with poise, tact, and diplomacy.
• Strong verbal, written, and phone communication skills.
• Self-starter with the ability to work without direct supervision, think independently to solve problems, and make recommendations with tact and discretion.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Knowledge of a variety of software applications and the ability to rapidly learn new company-specific systems and processes.
• Ability to work in a fast-paced, ever-changing environment and manage multiple competing tasks and demands.
• Willingness and availability to work the hours necessary to meet business demands.
• Ability to complete assignments efficiently and in a timely manner with minimal supervision.
• Commitment to quality and attention to detail.
• Project coordination experience.
• Ability to pass a background check.

Responsibilities

• Provide timely and effective administrative support to members of the Finance team.
• Commit to developing a deep understanding of both channel and Company models of culture and business structures.
• Serve as liaison between NLG associates; act as ambassador and spokesperson to coordinate communication to both internal/external stakeholders.
• Manage demanding schedules, including meetings, conferences, agendas, travel arrangements, logistics, and business travel expense reports.
• Support channel-wide communication, event coordination, and information flow.
• Prepare, and coordinate presentations and related materials partnering with internal associates.
• Assist with planning, communicating, and coordinating projects, including documenting planning conversations, managing stakeholder relationships, running team meetings, and assisting with onboarding.
• Partner with all NLG Administrative Professionals Group at-large; provide backup support as needed.
• Participate in special projects and transformation teams as assigned.
• Perform other duties as assigned.

Education

Bachelor's degree in Administration

Certification

Tools

Microsoft Office

Job description

Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

Please note that we do not offer visa sponsorship for this position.

Role Summary

This role provides executive-level administrative and project coordination support to members of the Finance team. It helps organize priorities, manage communication, and advance special projects tied to strategic objectives.

The Executive Assistant serves as a key liaison across leadership, staff, external agencies, and internal stakeholders. The role manages calendars, meetings, travel, presentations, and follow-through to keep work moving smoothly across the business.

The ideal candidate is highly organized, discreet, collaborative, and adaptable, with strong judgment, communication skills, and the ability to thrive in a fast-paced, ever-changing environment.

This position currently offers an onsite work schedule, with the expectation that you will be in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Essential Duties and Responsibilities

• Provide timely and effective administrative support to members of the Finance team.
• Commit to developing a deep understanding of both channel and Company models of culture and business structures.
• Serve as liaison between NLG associates; act as ambassador and spokesperson to coordinate communication to both internal/external stakeholders.
• Manage demanding schedules, including meetings, conferences, agendas, travel arrangements, logistics, and business travel expense reports.
• Support channel-wide communication, event coordination, and information flow.
• Prepare, and coordinate presentations and related materials partnering with internal associates.
• Assist with planning, communicating, and coordinating projects, including documenting planning conversations, managing stakeholder relationships, running team meetings, and assisting with onboarding.
• Partner with all NLG Administrative Professionals Group at-large; provide backup support as needed.
• Participate in special projects and transformation teams as assigned.
• Perform other duties as assigned.

Minimum Qualifications

• Bachelor's degree in Administration, or equivalent years of job experience, or certification.
• Administrative experience with a demonstrated record of success as a leadership administrative professional.
• High level interpersonal skills to handle sensitive and confidential situations with poise, tact, and diplomacy.
• Strong verbal, written, and phone communication skills.
• Self-starter with the ability to work without direct supervision, think independently to solve problems, and make recommendations with tact and discretion.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Knowledge of a variety of software applications and the ability to rapidly learn new company-specific systems and processes.
• Ability to work in a fast-paced, ever-changing environment and manage multiple competing tasks and demands.
• Willingness and availability to work the hours necessary to meet business demands.
• Ability to complete assignments efficiently and in a timely manner with minimal supervision.
• Commitment to quality and attention to detail.
• Project coordination experience.
• Ability to pass a background check.

Preferred Qualifications

• Experience in the financial services industry, preferably in a life insurance company setting, or comparable industry experience.
• Experience supporting multiple leaders in a complex business environment.
• Business curiosity and initiative, including the ability to anticipate needs and prepare information for upcoming meetings.

AI Proficiency Expectations

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.

All applicants are expected to:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing a