Sr. Administrative Assistant

National Life Insurance Company; Montpelier (VT); On-site; USD 32,000 - 47,000; Full time

Job summary

National Life Group seeks a proactive administrative professional to support two senior investment professionals. You will manage complex schedules, coordinate meetings, travel, and prepare executive materials with discretion. You’ll also assist with document control and confidential investment-related materials.

The role is onsite four days per week at our Montpelier, VT location, and requires strong organization, communication, and collaboration with leadership and partners.

Qualifications

• Bachelor’s degree in Business Administration or related field and 3+ years of related administrative experience, or equivalent combination.
• Experience supporting senior leaders in a fast-paced environment requiring discretion and prioritization.
• Strong written and verbal communication skills and ability to manage confidential information.

Responsibilities

• Provide administrative support to two senior investment professionals and coordinate meetings and travel.
• Prepare executive-level materials, presentations, and reports with confidentiality.
• Coordinate onboarding, offboarding, and calendar management for assigned areas.
• Plan meetings, events, and logistics, including agendas and follow-ups.
• Maintain records and ensure documents meet company policies and procedures.

Skills

Discretion

Organizational skills

Written and verbal communication

Education

Bachelor’s degree in Business Administration or related field

Equivalent combination of education and experience

Tools

Microsoft 365

Concur

Workday

UKG

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.

About Us

NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple – to allow NLG to keep its promises. How we do this – an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.

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

Role Summary

National Life Group is a purpose-driven organization with a mission to Do good. Be good. Make good. We are committed to fostering a culture of inclusion, belonging, and diversity where all associates can thrive.

In this role, you will provide comprehensive administrative support to two senior investment professionals within NLG Capital, the investment management company of National Life Group. You will manage complex schedules, coordinate meetings and travel, prepare executive-level materials, and support the day-to-day activities of the investment team while serving as a trusted partner to leadership.

This role regularly interacts with senior leaders, investment professionals, external investment managers, consultants, banks, advisors, and business partners. Success in this position requires exceptional organization, professionalism, discretion, sound judgment, and the ability toanticipatebusiness needs while managing multiple competing priorities in a fast-paced environment.

The ideal candidate is proactive, highly organized, collaborative, and thrives in supporting senior leaders by ensuring operational efficiency and delivering exceptional administrative support.

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 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 registrationsanddue diligence visits;arrange business travel, accommodations, itineraries, and related documentation; prepare andsubmitexpense reports.
• Plan, coordinate, and execute meetings, events, workshops, recognition activities, and other business functions.
• Maintain electronic and physical records, files, correspondence, and documentationin accordance withcompany policies and established procedures.
• Prepare, edit, and distribute confidential investment-related presentations, reports, and meeting materials.
• Organize andmaintainconfidential investment documentation and correspondencein accordance withcompany 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 supporttimelycompletion.
• 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.
• Identifyopportunities to improve administrative processes, organization, and efficiency.
• All other duties as assigned.

Minimum Qualifications

• Bachelor’s degree in Business Administrationor related field and 3 or more years of related administrative experience, or equivalent combination of7 years totaleducation, certification, and experience.
• Experiencesupportingsenior leaders in a fast-paced environment requiring exceptional discretion, sound judgment, and management of competing priorities.
• Strong interpersonal skills, including the ability to handle sensitive and confidential information with poise, tact, discretion, and diplomacy.
• Demonstrated initiative and ability toanticipateroutine leadership and team needs.
• Excellent organizational skills with the ability to prioritize multiple assignments, manage competing deadlines, andmaintainexceptional attention to detail.
• Strong written and verbal communication skills.
• Critical thinking, problem-solving, and project coordination skillsappropriate forvaried administrative assignments.
• Proficiencywith common office technology and ability to learn company-specific systems and processes.
• Must be willing and able to work more than a 40-hour work week if necessary.
• Must be able to pass a background check.

Preferred Qualifications

• Experience supporting multiple leaders in a corporate or professional environment.
• Advancedproficiencywith 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.
• Demonstrated ability to coordinatehighly confidentialmeetings, projects, and corporate events involving multiple stakeholders.
• Proven 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.

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

All applicants are expected to:

• Leverage approved AI tools, whereappropriate, 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 and validating AI-generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles.
• Use AI responsibly andin accordance withcompany policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property.
• Service Focus-Demonstratesa client centric focus for satisfying one’s external and/or internal customers;establishesand maintains effective relationships with customers and gains their trust and respect.
• Decision Making- Makessenseof complex information, critically evaluates, and creates solutions.
• Results Oriented- Sets performance and personal goals; Driven to meet or exceed goals andobjectives.
• Plans and Aligns- Plans and prioritizes work to meet commitments aligned with organizational goals; Aligns people and skills to tasks and assignments; Evaluates results of work.
• Demonstrates Learning Agility- Enhances skills and knowledge through continuous learning; Focuses on personal results byestablishingstretch goals; Seeks feedback and changes accordingly.

Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.

Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

Hourly Pay Range

$23 - $34 USD

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.

Accepted file types: pdf, doc, docx, txt, rtf

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Education

School Select...

Degree * Select...

Select...

End date year

Preferred First Name

LinkedIn Profile

How did you hear about this opportunity? * Select...

Please provide any additional details related to your selected source, if applicable (e.g. referrer name, job board, event name, etc.).

What is your desired salary? *

When can you start? *

Do you have lawful authorization to work in the U.S.? * Select...

Do you now or will you in the future require any visa sponsorship by National Life Group (e.g., H-1B visa) to work at the company? * Select...

If your current employment eligibility is based on F-1 student visa optional practical training (OPT) or another nonimmigrant status (e.g., TN, E-3, etc.), will you be seeking Company support for either STEM OPT eligibility or maintenance (once your current OPT expires) or H-1B lottery registration? * Select...

Have you previously been employed by or engaged as a contractor/consultant for National Life Group? * Select...

Are you open to relocating to Montpelier, VT or Dallas, TX area(s) if you don’t currently reside there? *

Texas

Vermont

Not willing to relocate

Are you licensed with a broker dealer or have a current FINRA/SEC license? * Select...

How many years of experience do you have in the Life & Annuity insurance industry? * Select...

Do you currently work for an organization that does business with National Life Group or an organization that sells National Life Group or Life Insurance Company of the Southwest products? If yes, please identify the organization. If no, type N/A. *

Are you involved in any business activity that you would expect to continue during your employment with National Life Group? If yes, please explain in the space provided here. If no or not applicable, type N/A. *

Have you executed any agreement with your current or prior employer which imposes any restriction, limitation or condition on your work activities or employment (e.g. non-compete, non-solicitation, confidentiality)? If yes, please explain in the space provided here. If no or not applicable, type N/A. *

Are you named in any pending investment-related civil action that could result in a yes answer to any part of the prior question? If yes, please explain in the space provided here. If no or not applicable, type N/A. *

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in National Life Insurance Company’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A