Executive Administrative Assistant, Sr.
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. We believe everyone deserves to live their best life.
More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we’re part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what’s important to them. We’re empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good — for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
About the role
The Senior Executive Administrative Assistant at Transamerica provides dedicated support to the Chief Financial Officer (CFO) and the finance leadership team. This role involves managing complex calendars, coordinating travel arrangements, processing expenses, handling approvals, and facilitating executive communications. The ideal candidate is a highly organized, proactive professional capable of building strong relationships across various teams and stakeholders. During a period of significant organizational change, this individual will play a key role in ensuring the smooth operation of finance functions.
This role offers a hybrid work environment, requiring three days in the office per week at designated hub locations. The position provides an opportunity to work in a dynamic, inclusive environment supporting the company’s mission to help individuals plan for a secure and prosperous future.
Responsibilities
- Prepare and edit confidential correspondence, reports, presentations, and other documents
- Compile data and prepare complex reports, summaries, and responses to inquiries
- Act as a liaison between the CFO and internal/external stakeholders
- Screen and direct telephone calls, providing accurate information and assistance
- Manage calendars, schedule meetings, and coordinate travel arrangements for senior leadership
- Apply in-depth knowledge of the organization to support projects of small to medium scope
- Determine appropriate methods and procedures for resolving complex inquiries, exercising sound judgment
- Maintain highly confidential files and ensure compliance with data privacy policies
- Operate with a high degree of independence, discretion, and professionalism
- Support the finance team during organizational changes by providing administrative assistance as needed
Qualifications
- High school diploma or equivalent
- Minimum of 5 years of administrative experience supporting senior executives
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Excellent verbal and written communication skills
- Strong organizational and time management skills
- Ability to handle sensitive and confidential information with discretion
- Experience managing complex calendars and travel arrangements
- High level of analytical and problem-solving skills
- Preferred: Associate’s degree or higher
- Preferred: Experience within financial services or corporate environments
Benefits
- Competitive salary
- Annual performance-based bonus
- Comprehensive health insurance (medical, dental, vision)
- 401(k) retirement plan with company match
- Pension plan options
- Employee stock purchase plan
- Tuition reimbursement program
- Disability and life insurance coverage
- Paid time off starting at 160 hours annually, plus 10 paid holidays
- Wellness programs and coaching services
- Parental leave and adoption assistance
- Employee assistance and back-up care programs
- Volunteer time off and matching gift programs
- Employee resource groups and diversity initiatives
- Recognition and referral programs
Schedule
Hybrid work environment, requiring three days in the office per week at designated hub locations.