Senior Executive Assistant

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Plan, organize, and collaborate closely with senior managers to execute administrative tasks.

• Assist senior managers with strategic planning and tactical initiatives.

• Adapt to changes in projects, assignments, and tasks while realigning priorities.

• Manage confidential employee relations, labor relations, compensation, staffing, and corporate functions.

• Identify and assign suitable staff to manage issues and formulate strategic and operational plans.

• Establish daily priorities, pinpoint disconnects, and clarify expectations.

• Lead activities, both internal and external, to fulfill assigned projects and reports with senior management.

• Address, investigate, and resolve inquiries from both internal and external customers.

• Draft memos, letters, documents, and reports utilizing PC applications.

• Monitor and manage follow-up requests.

• Conduct research and generate reports using PC applications.

• Identify, assess, and implement process modifications to enhance administrative workflows.

• Advocate for the transition to new technologies and mentor or coach peers on process improvements.

• Review incoming correspondence to determine appropriate actions and follow-up procedures.

• Anticipate and organize senior management's appointment calendars and activities.

• Create agendas, presentation materials, meeting deliverables, and follow-up tasks.

⛳️ Requirements

• Associate Degree in Business or Administrative Assistant fields, or an equivalent combination of relevant work experience.

• Three to five years of administrative work experience.

• Experience in planning, organizing, and facilitating multiple projects or assignments, or equivalent work experience.

• Proficiency in advanced word processing, spreadsheet, graphic software, and Internet/Intranet applications.

• Experience in internal/external customer service.

• Capability to identify and develop solutions for electronic and hardcopy organizational systems, including databases and tracking systems.

• Strong analytical thinking and problem-solving abilities.

• Comprehensive knowledge of corporate structures, including all distribution channels.

• In-depth understanding of the credit union marketplace.

• Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint.

• Excellent verbal and written communication skills.

• Ability to draft correspondence on behalf of others.

• Extensive knowledge of grammar, spelling, sentence structure, and editing.

• Prior administrative experience in investment management, asset management, financial services, or a related field is preferred.

• Resume is required to apply.

🏝️ Benefits

• Annual incentive (bonus) plan may be available.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Employee assistance program.

• Life insurance.

• Disability plans.

• Parental leave.

• Paid time off.

• 401k.

• Tuition reimbursement.

• Flexible workplace and work-life balance.

• Opportunities for career growth.

• Retirement assistance.

• Flexibility to work in a preferred location.

• Access to technology and other tools supporting hybrid working.