Executive Assistant

Scottsdale, Az

Annexus is a recognized thought leader in the financial services industry, Annexus powers America's finest and most innovative Fixed Indexed Annuity (FIA) products. Working with institutional investors and independent marketing organizations alike, Annexus deploys patented technologies providing investors with guaranteed income in their retirement. Since its founding in 2006, Annexus has developed products to better serve policyholders and strengthen distribution relationships. 

 Financial advisors and independent marketing organizations follow Annexus to benefit from the thought leadership we provide and the relationships we build. In this space we regularly provide incisive, contemporary, and compelling information that helps grow the quantity and quality of your business.  Over the last 5 years Annexus has doubled in headcount, and multiplied profitability by a much larger factor, and is well-positioned for additional growth over the next decade as Baby Boomers enter retirement.  Annexus is a high energy workplace, with approximately 80 employees who are excited to be making a difference for America’s retirees.

Job Purpose:

Duties include assisting the executive(s) or managers with: various calendaring, meeting arrangements, correspondence drafting, organizing and maintaining all files (digital and hard copy as needed), travel arrangements, following up on requested tasks, ordering supplies, preparing agendas, note taking, and generally keeping them on-track and productive.  Successful candidates must have intermediate to advanced Word and Outlook skills, a high degree of confidentiality, and a passion for adding value. This is a full-time position for a seasoned professional who enjoys being an assistant.  


  • Calendaring
  • Preparation of correspondence
  • Assisting / drafting reports, agendas and/or memos
  • Note taking
  • Document editing and/or proof reading
  • Digital recordkeeping and file organization
  • Catering arrangements and conference room preparation
  • Screening calls
  • Travel arrangements and confirming itineraries for multiple parties
  • Any other duties as needed - we are in need of a motivated, can-do applicant

Desired Skills and Experience

  • High School Diploma
  • 5+ years of relevant work experience
  • Strong verbal and writing skills required
  • Strong interpersonal and team-oriented skills; good relationship builder  
  • Positive attitude, professional, self-motivated; “can-do” approach to assignments
  • Ability to thrive in a very fast-paced, demanding environment
  • Ability to jump right in and start making a contribution while learning along the way

All applicants are required to take a PI Survey and are subject to a background check prior to hire. We offer a competitive compensation and benefits package including health benefits and 401(k). Annexus Management Company is an Equal Opportunity Employer.

Apply for this Job

* Required

( Only .pdf, .docx, .doc file types allowed to a max size 1MB. )

U.S. Equal Opportunity Employment Information (Completion is voluntary)

Individuals seeking employment at Annexus are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Form CC-305

OMB Control Number 1250-0005

Expires 1/31/2020

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

Because we do business with the government, we must reach out to, hire, and provide equal opportunity to qualified people with disabilities1. To help us measure how well we are doing, we are asking you to tell us if you have a disability or if you ever had a disability. Completing this form is voluntary, but we hope that you will choose to fill it out. If you are applying for a job, any answer you give will be kept private and will not be used against you in any way.

If you already work for us, your answer will not be used against you in any way. Because a person may become disabled at any time, we are required to ask all of our employees to update their information every five years. You may voluntarily self-identify as having a disability on this form without fear of any punishment because you did not identify as having a disability earlier.

How do I know if I have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Blindness
  • Deafness
  • Cancer
  • Diabetes
  • Epilepsy
  • Autism
  • Cerebral palsy
  • Schizophrenia
  • Muscular dystrophy
  • Bipolar disorder
  • Major depression
  • Multiple sclerosis (MS)
  • Missing limbs or partially missing limbs
  • Post-traumatic stress disorder (PTSD)
  • Obsessive compulsive disorder
  • Impairments requiring the use of a wheelchair
  • Intellectual disability (previously called mental retardation)

Reasonable Accommodation Notice

Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

1Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number.

If you have any technical issues completing the Predictive Index survey or submitting your application please email [email protected] for assistance.