Job Overview
Location
Columbus, Ohio
Job Type
Full-time
Category
HR & Recruiting
Date Posted
March 24, 2026
Full Job Description
š Description
- ā¢ As an Executive Assistant to the CFO at Branch Financial, Inc., you will serve as a trusted partner to the Chief Financial Officer, enabling her to focus on high-impact strategic work by managing complex priorities, streamlining operations, and ensuring seamless coordination across teams. Your role is critical in maintaining organizational efficiency, safeguarding confidential information, and supporting cross-functional initiatives that drive the companyās mission to make insurance more accessible through data, technology, and automation.
- ā¢ You will manage the CFOās complex calendar and scheduling, ensuring time is allocated to the highest-impact activities; coordinate commercial insurance renewals for multiple independent companies; lead the setup of HR processes for open positions in Finance, Accounting, and Actuarial departments under the CFOās direction; organize internal and external meetings with full logistics, agendas, materials, and follow-up; support travel planning and expense management with precision; prepare decision-ready documents, presentations, and meeting materials; track action items, deadlines, and deliverables to keep initiatives on track; partner cross-functionally to align teams and share information; exercise sound judgment and discretion when handling sensitive, confidential, and time-sensitive information; identify and implement process improvements to increase administrative efficiency; support team events, department meetings, and operational initiatives as needed; and provide occasional support to other executive leaders as capacity allows.
- ā¢ Branch Financial, Inc. is a mission-driven innovator in the insurance industry, leveraging data, technology, and automation to eliminate inaccurate quotes, simplify bundling, reduce unnecessary costs, and pass savings to members. Headquartered in Columbus, Ohio, with additional offices in Columbia and Concordia, Missouri, and Forreston, Illinois, the company fosters a culture of trust, transparency, and mutual supportāwhere employees are encouraged to āget each otherās back.ā Branch values equity, flexibility, and ownership, offering hybrid work arrangements, competitive and transparent pay, stock options, and annual company-wide gatherings like BranchFest to strengthen connection and purpose.
- ā¢ In this role, you will develop advanced executive support expertise, deepen your understanding of financial operations and insurance industry dynamics, and strengthen your project management, process optimization, and cross-functional collaboration skills. Youāll gain experience handling sensitive financial and HR-related information, refining your judgment and discretion in high-stakes environments, and building a reputation as a reliable, proactive partner who brings clarity to ambiguity and drives operational excellenceāpositioning you for growth into senior administrative, operations, or business partner roles.
šÆ Requirements
- ā¢ At least 3 years of experience supporting senior leaders in an Executive Assistant, Administrative Business Partner, or similar role
- ā¢ Exceptional organizational and time management skills, with the ability to manage multiple priorities and deadlines simultaneously
- ā¢ Strong written and verbal communication skills, with a high degree of professionalism and attention to detail
- ā¢ Demonstrated ability to exercise sound judgment, maintain confidentiality, and handle sensitive information with discretion
- ā¢ Proficiency with common business tools and collaboration platforms such as Google Workspace, Microsoft Office, Slack, and calendar management systems
- ā¢ Experience coordinating complex calendars, meetings, travel, and expenses with accuracy and efficiency
šļø Benefits
- ā¢ Competitive salary with pay equity and transparencyācompensation is driven by experience and performance, not gender, race, orientation, or beliefs
- ā¢ Hybrid/remote schedule with support for home office setup and monthly internet stipend
- ā¢ Flexible YouTime policy: after one year, receive $1,000 toward your next vacation
- ā¢ Employee stock options, making you a part-owner in the company you help grow
- ā¢ Comprehensive medical, vision, and dental coverage
- ā¢ 401(k) plan with company contribution matching to support long-term financial security
Skills & Technologies
Remote
About Branch Financial, Inc.
Branch Financial, Inc. revolutionizes the insurance industry by providing home, auto, and umbrella coverage with unparalleled simplicity and significant savings. Their platform allows customers to get covered in seconds by leveraging secure databases to build profiles and offer personalized pricing. Branch differentiates itself by minimizing advertising, partnering with leading lending companies, and making bundling instant, all designed to make insurance more affordable. Backed by world-class investment partners, the company prioritizes a seamless digital experience, enabling customers to manage policies and claims with ease, suggesting a highly efficient and adaptable operational model for a modern clientele.
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