Branch

Executive Assistant – CFO

Branch

full-time

Posted on:

Location Type: Hybrid

Location: Columbus • Montana • Ohio • United States

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Salary

💰 $56,000 - $80,000 per year

About the role

  • Manage complex calendars, scheduling, and prioritization for the Chief Financial Officer, ensuring time is aligned to the highest-impact work
  • Manage coordination of the commercial insurance renewals for several different independent companies
  • Lead the process of setting up the HR processes for open position recruitment for the Finance, Accounting and Actuarial Departments under the direction of the Chief Financial Officer
  • Coordinate internal and external meetings, including logistics, agendas, materials, and follow-up actions
  • Support travel planning and expense management with a high level of accuracy, efficiency, and attention to detail
  • Prepare documents, presentations, and meeting materials that enable the Chief Financial Officer to make informed decisions and stay organized
  • Track action items, deadlines, and key deliverables to help ensure priorities move forward effectively
  • Partner cross-functionally with teams across the business to coordinate activities, share information, and keep work progressing smoothly
  • Exercise sound judgment and discretion in handling sensitive, confidential, and time-sensitive information
  • Identify opportunities to improve administrative processes, create structure, and increase efficiency in day-to-day operations
  • Provide support for team events, department meetings, and other operational initiatives as needed
  • Openness to providing support from time to time for other executive leaders as capacity allows.

Requirements

  • At least 3 years experience supporting senior leaders in an Executive Assistant, Administrative Business Partner, or similar role
  • Exceptional organizational and time management skills, with the ability to manage multiple priorities and deadlines simultaneously
  • Enjoyment in managing multiple projects and cross departmental communication and coordination of these projects to hit deadlines required by the Chief Financial Officer
  • Strong written and verbal communication skills, with a high degree of professionalism and attention to detail
  • Demonstrated ability to exercise sound judgment, maintain confidentiality, and handle sensitive information with discretion
  • Highly proactive and resourceful, with the ability to anticipate needs, solve problems, and adapt quickly in a fast-paced environment
  • Strong interpersonal skills and a service-oriented mindset, with the ability to build effective working relationships across teams and levels
  • Experience coordinating complex calendars, meetings, travel, and expenses with accuracy and efficiency
  • Comfortable working independently, taking ownership of work, and following through on tasks with minimal oversight
  • Proficiency with common business tools and collaboration platforms such as Google Workspace, Microsoft Office, Slack, and calendar management systems
  • Ability to create structure, improve processes, and bring clarity to ambiguous or shifting priorities.
Benefits
  • Competitive salary - Branch is a data-driven company, so we do the math on salaries, too. If you get an offer from Branch, you can expect compensation that hits above the mark.
  • Pay equity and transparency - Our pay isn’t just market-driven, it’s equitable. We let experience and performance drive your success, never your gender, race, orientation, or beliefs.
  • Hybrid / remote schedule - Work with flexibility. We’ll take care of your work from home set-up and monthly internet.
  • Flexible YouTime - We don’t just let you control your own time off. We actually encourage you to use it. After your first year at Branch, we’ll give you $1000 toward your next vacation.
  • Employee stock options - You’re not just an employee. If you’re full-time, you’re also a part-owner. You’ll have stock options so you can invest in the company you’re helping to grow.
  • Medical, vision, dental - Get all the coverage you need for a healthy, happy life.
  • 401k and contribution matching - Invest in your future. Branch helps you get to retirement on time with a portion of your contributions matched each month.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
calendar managementschedulingproject managementdocument preparationpresentation creationexpense managementaction item trackingprocess improvementconfidential information handlingtime management
Soft Skills
organizational skillscommunication skillsattention to detailjudgmentdiscretionproactivityresourcefulnessinterpersonal skillsservice-oriented mindsetindependence