--- title: 'Senior Executive Assistant, Legal and Compliance at Ullico' canonical: 'https://feeny.ai/job/senior-executive-assistant-legal-and-compliance-ullico-bethesda-11kbea83w456' type: 'job' last_seen: '2026-11-03' --- # Senior Executive Assistant, Legal and Compliance at Ullico - **Company:** Ullico - **Location:** Bethesda, MD - **Compensation:** $90k–$110k - **Employment:** full-time - **Work type:** hybrid - **Posted:** 2026-10-28 - **Last confirmed live:** 2026-11-03 - **Apply:** https://jobs.lever.co/ullico/f44a4263-da6b-47bf-800a-42eafd6cab4c ## Job description Ullico Inc., a diversified insurance and financial products and services company headquartered in Washington, DC, is actively recruiting a Senior Executive Assistant to support the General Counsel & Chief Compliance Officer and other attorneys within the Company's Legal & Compliance Department. The successful candidate will be expected to work in the office at least three days per week, alternating between the Bethesda MD and Washington DC offices and must be available to work onsite on additional days as business needs dictate with reasonable advance notice. The Senior Executive Assistant provides comprehensive administrative and operational support, including managing complex calendars, coordinating Board of Directors and committee meetings, preparing meeting materials and records, maintaining departmental systems and documentation, processing invoices and expenses, assisting with budget activities, and coordinating travel and special events. Serving as a key liaison between attorneys, Company Directors, and internal and external stakeholders, this role helps ensure the efficient operation of the Legal & Compliance Department. Principal Duties and Responsibilities: - Provides a wide array of administrative support, including word processing, scanning, copying, fielding telephone calls, distributing incoming mail, routing inquiries received in the Department, managing departmental office supplies, managing electronic and hard copy records, etc. - Coordinates numerous calendars and communicates with internal and external contacts to schedule meetings and other events; manages calendars for select attorneys. - Serves as the principal point of contact with Company Directors and their assistants for the scheduling of Board and committee meetings, and assists Directors with access to Board materials and Company resources. - Handles the logistics of Board of Director and other internal meetings (i.e., scheduling rooms and IT resources, handling catering needs, and assisting on-site with meeting set-up and break-down). - Prepares, or assists with the preparation of, miscellaneous documents, including meeting attendance records and meeting minutes. - Assists with the maintenance of records and data in the Department’s matter management and contract management platforms. - Makes travel arrangements as required, through the Company travel agent or directly with vendors. - Prepares invoices for payment and processes check requests and travel and business expense reimbursement requests . - Prepares monthly estimates of accrued outside counsel expenses; assists with annual Departmental budget preparation. Performs other similar and related duties as required. ## MINIMUM QUALIFICATIONS: The successful candidate will have a minimum of a Bachelor's degree or equivalent and substantial administrative experience in an in-house legal department, law firm, governmental legal office, or similar executive-level professional environment. The successful candidate will have experience with spreadsheets, expense reporting, invoice processing, basic accounting activities, and preparing correspondence and meeting materials. Proficiency in Microsoft Office Suite and Adobe Acrobat, the ability to handle highly confidential information with discretion are required. Experience in the insurance, investment, or financial services industry is preferred, as is experience supporting senior executives and board members. The ideal candidate will be proactive, able to anticipate departmental and attorney needs, and possess exceptional communication, professionalism, discretion, tact, initiative, and attention to detail. They must thrive in a fast-paced environment, effectively manage competing priorities, and have prior experience supporting legal professionals in an in-house legal department, law firm, or governmental legal environment. For over 95 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement. From insurance products for members, leaders and employers, to investments that have created thousands of union jobs, our customers continue to count on Ullico to protect them. The Ullico Inc. family of companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc. Visit [www.ullico.com](http://www.ullico.com). Ullico is an Equal Opportunity Employer. This organization participates in E-Verify. The job posting will expire or renew after 30 days ## About Ullico ## Company Overview - **One-liner**: Ullico is the only labor‑owned insurance and investment company, dedicated to protecting and growing the North American labor movement. - **Entity Type**: Private (labor‑owned, not publicly traded) - **Headquarters**: Washington, D.C., USA - **Founded**: 1927 - **Founders**: Founded by the American Federation of Labor (AFL) and its then‑president Samuel Gompers, with involvement from Matthew Woll ## Core Business - **Primary industry**: Insurance and investment services focused on the union and multiemployer benefit plan market - **Target customers**: B2B – union‑sponsored benefit plans, public employee benefit plans, union leaders, and signatory employers - **Mission statement**: “To protect and grow the North American Labor Movement” by providing financial security to union members and their families ## Products & Services - **Life & Health Insurance (Union Labor Life Insurance Company)**: Group life, health, and disability insurance products designed for union‑sponsored and public employee benefit plans. Retained 97% of in‑force group life business in 2025 and covered over 1.2 million members. - **Property & Casualty Insurance (Ullico Casualty Group)**: Tailored liability insurance for union leaders, multiemployer fund fiduciaries, and signatory employers, including workers’ compensation alternative dispute resolution programs. - **Investment Services (Ullico Investment Advisors)**: Real estate debt (“J for Jobs” – over $22 billion in loan financings since 1977), infrastructure funds (Ullico Infrastructure Fund – $6.7 billion AUM), real estate equity (Ullico Value‑Add Real Estate Fund I), and fixed‑income strategies (UIA Investment Management – $1.8 billion AUM). ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed (labor‑owned private company) - **Key Metric**: Pre‑tax operating earnings of $78 million in 2025; total assets under management of $13.4 billion (as of December 31, 2025) - **Notable Investors/Partners**: Owned by unions and their members. Key partners include the AFL‑CIO, multiemployer pension funds, and public employee benefit plans. A.M. Best rating: A (Excellent) for Union Labor Life. - **Growth Signals**: Record highs in gross written premium for life/health and property/casualty divisions in 2025; AUM increased by $1.2 billion; new real estate equity fund raised $184 million (targeting $250 million by June 2026); launched new products for 2026 and beyond. ## Competitive Advantages - **Only labor‑owned insurance and investment company** – deep alignment with union values and a mission‑driven approach. - **Over 95 years of experience** in the union marketplace, with a strong track record of serving multiemployer and public benefit plans. - **High retention and financial strength** – 97% retention of in‑force group life business and an A (Excellent) rating from A.M. Best. - **Proven job creation** – “J for Jobs” program has created nearly 350,000 union jobs and over 700 million working hours since inception. ## Strategic Focus - **Protect and grow the labor movement** through new insurance and investment products tailored to union needs. - **Expand investment services** – grow assets under management, especially in infrastructure and real estate equity, while maintaining a focus on union job creation. - **Continue to deliver record financial performance** while investing in new initiatives for 2026 and beyond. - **Strengthen community impact** – contributed over $1.8 million to nonprofit organizations and charitable causes in 2025. ## Why Work Here - **Mission‑driven culture**: Employees contribute to the financial security of American workers and the labor movement. - **Comprehensive benefits**: Health/dental/vision, 401(k) with employer match, pension plan, paid parental leave, tuition assistance, professional certification programs, and an Employee Assistance Program (EAP). - **Work‑life balance**: The company states it “strives to provide a positive work‑life balance” and fosters camaraderie through social and sports activities. - **Location**: Based in Washington, D.C. (1625 Eye Street, NW). The office is likely hybrid or in‑person; the careers page does not specify remote policy. - **Stability and growth**: Over 95 years old with record financial strength, offering a stable environment with opportunities for growth. ## Sources 1. [Ullico Careers](https://www.ullico.com/about-ullico/careers/) 2. [Ullico Homepage](https://www.ullico.com/) 3. [Ullico About Page](https://www.ullico.com/about-ullico/) 4. [Ullico 2025 Annual Report](https://www.ullico.com/app/uploads/2026/05/UL_AnnualReport_2025_Web-2.pdf) 5. [Wikipedia – Ullico](https://en.wikipedia.org/wiki/Ullico) ## Other roles at Ullico - [AVP Business Strategy and Planning](https://feeny.ai/job/avp-business-strategy-and-planning-ullico-bethesda-11zx1nxdbrpe) — Bethesda, MD - [AVP Compliance, Life and Health Division](https://feeny.ai/job/avp-compliance-life-and-health-division-ullico-bethesda-vttc48bk92h4) — Bethesda, MD - [HR Business Partner](https://feeny.ai/job/hr-business-partner-ullico-bethesda-d2eqgeq02847) — Bethesda, MD - [Assistant Mortgage Servicer](https://feeny.ai/job/assistant-mortgage-servicer-ullico-bethesda-00yeqgtakhdk) — Bethesda, MD - [Sr. Portfolio Analyst](https://feeny.ai/job/sr-portfolio-analyst-ullico-chicago-retwm8s58hd8) — Chicago, IL