Executive Assistant

About the role

Provide direct support to the Business Unit Leader and/or President and above in the day-to-day operations of the Company, and large scope organizational projects and events.

Responsibilities

• Manage executive calendars, communications, and daily priorities across multiple leaders, exercising judgment to prioritize requests and optimize executive time, decision-making, and business impact
• Proactively anticipate executive needs, identify potential conflicts, and implement solutions to maintain continuity and efficiency
• Review, triage, and respond to correspondence and inquiries on behalf of executives, using sound judgment and discretion
• Coordinate complex scheduling, travel, meetings and event logistics, ensuring seamless execution and a high standard of detail and organization
• Prepare, update, and design high-quality presentations, reports, and briefing materials for executive use
• Track and drive follow-through on action items, deadlines, and deliverables to ensure timely execution of executive priorities
• Maintain strict confidentiality while handling sensitive information and executive matters
• Identify and implement process improvements to enhance efficiency, streamline workflows, and elevate the effectiveness of the executive office
• Support special projects and strategic initiatives aligned to business priorities
• Maintain an in-office presence aligned with the executives supported

Requirements

• Bachelor's Degree Preferred
• Minimum 5 years' equivalent work experience within financial services Preferred
• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required
• If the position is in the SIG business unit, Annuity New Business Securities team, or if we are holding securities licenses, FINRA regulations require fingerprinting for this position; if we are holding securities licenses, a credit check will also be required.
• Management reserves the right to determine and approve incumbent suitability for this position.

Skills

• Excellent verbal and written communication skills
• Excellent office skills, which include: typing, proofing, filing, and organization