Executive Assistant (to CFO)

Branch is on a mission to make insurance more accessible, so more people can be covered. We innovate using data, tech, and automation to simplify insurance from start to finish—we eliminated inaccurate quotes in favor of real prices, created a better way to bundle, and cut unnecessary costs in the traditional insurance process. Then we pass those savings along to our members. Basically, we’re doing insurance the way it was meant to be.

But we didn’t just create the insurance we’ve always wanted, we also created the company we’ve always wanted to work for. As we redefine insurance, we also want to redefine what it means to work in insurance. Find out for yourself.

Branch has a preference for candidates in the greater Columbus, Ohio area but is open to candidates located in the Kansas City area. Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor or take over sponsorship of an employment visa at this time.

This is a hybrid role which will require occasional in-office presence in Columbus, OH or Concordia, MO - exact schedule is location-dependent. Branch's headquarters are located in Columbus, Ohio, where we come together from time to time to build relationships and connect with each other in real life. We also have office space in Columbia and Concordia, Missouri as well as Forreston, Illinois. Once a year, the entire company gathers for “BranchFest”, a highlight of the year for many Branchers.

About the role

We’re looking for a highly organized, proactive, and detail-oriented Executive Assistant to provide exceptional support to the Chief Financial Officer. In this role, you’ll serve as a trusted partner, helping to manage priorities, streamline day-to-day operations, and create the space for her to focus on the highest-impact work. You’ll play a critical role in keeping teams aligned, communications running smoothly, and key initiatives moving forward.

The ideal candidate is resourceful, adaptable, and thrives in a fast-paced environment where priorities can shift quickly. You bring strong judgment, discretion, and a service-oriented mindset, along with the ability to anticipate needs before they arise. This is a great opportunity for someone who enjoys building structure, solving problems behind the scenes, project managing and acting as a steady, reliable presence for her and cross-functional partners alike.

Key Responsibilities

• 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

Skills, Knowledge, and Expertise

• 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

Why join us at Branch?

We’re all about getting back to getting each other’s back - that means Branchers, too. So we provide benefits that let you work and live to your fullest.

• 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.

What to expect

In light of recent hiring scams across the United States, here’s what the process will look like with Branch (so you know it’s us):

• Please apply to open positions directly through our site. If you don’t see it here, then it shouldn’t exist on another job board. If you’re ever unsure about the legitimacy of a Branch job posting found on another site, please check the listings here to verify.

• If you're selected to move onto the next phase of the hiring process, a member of our Branch talent team will reach out to you directly from the email domain @ourbranch.com to guide you through our process.

• The process will include a number of interviews, which will all happen either over the phone or on video calls.

• We will never ask for personal payment or require you to purchase equipment during our interview process. Always be sure to protect your personal information.

Equal Employment Opportunity Employer

At Branch, we are deeply committed to community. Branch is an Equal Employment Opportunity employer. All qualified applicants and/or employees will receive consideration for employment without regard to the individual’s age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.