Executive Assistant in Finance

Executive Assistant in Finance

Southwestern Family of Companies


Apply Now


Established in Nashville in 1855, Southwestern Family of Companies is one of the largest and oldest private corporations in Tennessee comprised of family member companies across a range of industries, all with the shared goals of building people and positively impacting communities worldwide. We carry a special reverence for our heritage and work with intentional responsibility to preserve our legacy for those who will come after us. Southwestern’s mission is to invest in purpose-driven people who are inspired to build principle-guided businesses that impact the world. We help people develop the skills and character they need to achieve their goals in life. Ultimately, we strive to positively impact the people and communities we serve worldwide.


The Executive Assistant in Finance is responsible for providing administrative support to the Chief Financial Officer (CFO) and support to other team members as needed.  This position is responsible for scheduling meetings, preparing correspondence, agendas, minutes, reports, presentations, and handling a wide variety of other complex and confidential responsibilities.  The Executive Assistant in Finance reports to the CFO, prepares expense reports, and completes invoice payment processes.  This position provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.


  • Manage and maintain executive’s appointments by planning and scheduling meetings, conferences, teleconferences, and travel
  • Answer and direct calls to appropriate parties and take messages
  • Open, sort, and distribute correspondence
  • Read and analyze emails, letters, agendas, memos and determine urgency; route to appropriate team members in a timely and efficient manner
  • Prepare agendas, minutes, reports and presentations including collecting and analyzing information
  • Prepare executive memos, letters, and other correspondence
  • Monitor projects and special assignments to include project objectives and timelines
  • Manage and complete expense reports and corporate credit card reports for the CFO
  • Complete invoice payment processing to include verifying expenses, GL coding and check request
  • Maintain office supply inventory, anticipate needed supplies, evaluate new office products, place orders for supplies, and verify receipt of supplies
  • Ensure operation of office equipment; troubleshoot malfunctions and request maintenance when necessary
  • Greet visitors and determine access to appropriate parties
  • Perform other duties as assigned


  • Bachelor’s degree in Finance, Accounting, Business Administration or related field
  • 3 years of executive administrative support experience. Finance industry experience preferred.
  • Proficient in Microsoft Office Suite
  • Ability to work on multiple projects simultaneously while accomplishing daily tasks
  • Effective oral and written communication skills and excellent interpersonal skills
  • Maintains confidentiality discretion
  • Attention to detail, critical thinker and problem-solving skills
  • High standards for integrity, honesty, professionalism, and work ethic
  • Commitment to service excellence
  • Ability to work independently while demonstrating excellent organization and follow through
  • Demonstrates flexible and efficient time management and ability to prioritize workload
  • Ability and willingness to move with purpose and a strong sense of urgency
  • Self-motivated, positive, and enthusiastic
  • Self- starter with a strong desire to exceed expectations and capable of supporting a team
  • Ability to effectively work in collaboration with others to achieve business objectives
  • Willing to grow and be challenged
  • Attend training as requested


    Attach Resume (Required)