Executive Assistant to the Chief Distribution Officer

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

The Executive Assistant works closely with the Chief Distribution Officer and Executive Team to provide comprehensive administrative management and support to better serve our high net-worth clients and their advisors. This highly visible position plays an integral role in our commitment to offering a highly personalized service to our customers.

As a trusted partner to the CDO, this position requires the highest level of confidentiality and attention to detail, as well as a high degree of professionalism, quick problem-solving, multi-tasking and excellent verbal and written skills. We are looking for a self-starter that thrives in an ever-changing and fast-paced environment, coupled with a passion for elevating their executive’s success.

Job Description

General Duties

• Management of the CDO’s calendar. Includes prioritization of meetings and managing scheduling conflicts, as well as communicating changes to all parties.

• Ensure CDO is prepared for meetings including material preparation, distribution, and schedule adherence. Highlight important information and/or questions the parties may have. Obtain appropriate support for virtual attendees as well as various media needs and other logistics.

• Will assist with event planning (virtual and in person) for business meetings 

• Provide phone coverage and screen/triage calls and voice mail. Greet and assist guests and manage unannounced visitors.

• Flexibility with various added projects/duties, as needed, that are for the benefit of the overall organization and that assist in keeping the CDO highly organized

• Provide oversight of office supplies and orders appropriate inventory levels 

• Responsible for assisting in routine administrative tasks related to the business operations

• Will be required to cross-train with other departments to “jump in” when needed 

 

Qualifications

• Ability to work at a fast pace

• Skillset in software applications such as Salesforce, Microsoft Word, Excel, PowerPoint, etc. Advanced PowerPoint and intermediate Excel preferred.

• Knowledge and ability to work with virtual meeting applications (Zoom, Teams, Webex, etc)

• Ability to make decisions or solve problems by using logic to identify key facts, explore alternatives, and propose appropriate solutions

• Strong organizational skills and attention to detail; project management experience desired

• Excellent verbal and written skills – use of proper grammar, spelling and punctuation when reviewing and/or editing documents for accuracy and completeness is essential

• Clear and concise communicator

• Team player with strong interpersonal and resource management skills 

• Ability to be proactive in high paced environment 

• Executive presence

• Associate degree (or equivalent) and a minimum of five years of Executive support experience. Prior experience with financial services firm strongly preferred

 

Compensation & Benefits

We value hard work, integrity, and commitment to positive change. In return for this level of service we offer benefits and rewards the support and enhance our Employee’s lives in a positive way. 

• Base salary plus performance bonuses

• Comprehensive health benefits package

• 401k 

• Generous PTO 

• Highly engaged company culture

 

Location

Newport Beach, CA

 

Working Environment

In office, M-F

 

Compensation

$85k-$90k