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Executive Assistant – Investment Team

Job in Montpelier, Washington County, Vermont, 05604, USA
Listing for: National Life Group
Full Time position
Listed on 2025-12-13
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Virtual Assistant/ Remote Admin, Business Administration
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Executive Assistant – Investment Team

Join National Life Group as an Executive Assistant for the Investment Team. This role provides executive‑level administrative support to our Chief Investment Officer (CIO) and NLG Capital Leadership team.

No visa sponsorship is offered for this position.

Company Summary

National Life Group (NLG) has a long history of providing families with stability and peace of mind. As a mission‑driven business, NLG’s purpose is to do good in communities and serve families. NLG Capital manages over $40+ billion in assets under management and focuses on delivering investment results.

Role Summary

As an Executive Assistant, you will provide in‑depth administrative and project coordination support. You will plan, organize, and manage special projects, interface with external partners, and assist all levels of leadership throughout the company.

Essential Duties and Responsibilities
  • Provide timely and effective administrative support to our CIO and the NLG Capital Leadership Team.
  • Draft communications; collaborate on messaging and manage information flow.
  • Arrange travel, accommodations, itineraries, and related expense reports.
  • Plan, organize, and execute events such as meetings, team building activities, client dinners, and special projects.
  • Manage day‑to‑day administrative affairs of our CIO, maintaining confidentiality and proactively anticipating needs.
  • Track and help drive completion of key deliverables, following up on outstanding action items.
  • Manage sophisticated calendar, prioritize inquiries, resolve conflicts, and recommend solutions.
  • Oversee departmental operations, including team onboarding and inventory needs.
  • Collaborate with other administrative professionals on information gathering, formatting, and proofreading of business documents.
Minimum Qualifications
  • Bachelor’s degree.
  • Investment/asset manager experience.
  • Extensive administrative experience with a proven record as a C‑suite administrative professional.
  • Experience in project coordination.
  • High level interpersonal skills for handling sensitive and confidential situations.
  • Strong verbal, written, and phone communication skills.
  • A self‑starter who works without direct supervision, thinks independently, and makes recommendations with tact and discretion.
  • Ability to work in a fast‑paced, ever‑changing environment and manage multiple competing tasks.
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
  • Knowledge of various software applications and the ability to quickly learn new company systems.
  • Availability to work required hours and onsite Monday‑Thursday, with flexible Fridays.
  • Ability to pass a background check.
Benefits

Your benefits start day one and are flexible and customizable to your and your family’s needs. Check out the benefits of a career at National Life!

Base Pay Range

The base pay range is the range National Life expects to pay based on experience, education, and market factors. The final salary may differ based on other factors.

Additional Compensation and Benefits

The total compensation includes medical, financial, and other benefits, including 401(k), paid time off, and discretionary annual incentive programs. The position is at‑will and subject to adjustment.

National Life is accepting applications for this role on an ongoing basis until filled.

Hourly Pay Range

$34 – $50 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.

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

Location

Montpelier, VT

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Administrative

Referrals increase your chances of interviewing at National Life Group by 2x.

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