Senior Administrative Assistant

Capital First Trust Company
  • Milwaukee, WI
  • Full-time
  • Instant Apply
4 days ago

Job Description

Senior Administrative Assistant This position reports to the President and is responsible supporting a team of professional executive staff members. They will provide a high level of accuracy, professionalism, and organization. This position requires strong written and verbal communication skills, the ability to complete work within deadlines, and a high level of confidentiality.  ROLE RESPONSIBILITIESManage executives' calendars and set up meetingsMake travel and accommodation arrangementsFormat information for internal and external communication – drafting letters, memos, emails, presentations and documents; collecting and analyzing information and initiating communicationsArrange meetings including agendas, room preparation, assembling and distributing data and information and meeting follow up, including travel arrangements if necessary.Assists with the preparation of quarterly board meetings, maintains board files, attends board committee meetings as requested, and prepares draft minutes. Type and proofread policy & procedure documents. Assist in the organization of the company policy manual. Prepare various documents and monthly reports.Screens and handles routine incoming mail and phone calls to facilitate timely resolution.Processes invoices and submits expenses for executive(s). Researches, prioritizes, and follows up on matters in a timely manner.Other duties and projects, as assigned by management. COMPETENCIESCommunication SkillsDemonstrated ability to effectively interact with senior executives as well as diverse groups of people from inside and outside the company. Use professional verbal, written and interpersonal communication skills.Communicate effectively and interact professionally with others, including other associates and third parties.Follow company policies for electronic communications and internet use. Computer/Technical/Subject Matter ExpertiseBasic Understanding of Trust Accounting Software and Customer Relationship Management system. Display proficiency using standard office equipment such as computer, fax, photocopier, scanner and telephone.Proficiency using Office Suite of applications. Advanced proficiency in Microsoft Word.Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use. OrganizationGood time-management skills.Balance competing priorities to manage workflow, ensure completion of essential projects and meet critical deadlines.Strong analytical skills with high attention to detail and accuracy. JudgmentMaintains confidentiality of customer data and sensitive information.Understands Company's overall strategy and guiding principalsWork proactively to quickly identify and escalate issues and concerns.Works as a competent member of the team, willingly providing back-up support for co-workers when appropriate and actively support group goals.Able to identify common attempts at information security scams, like email phishing. ROLE QUALIFICATIONSHigh school diploma or GED equivalent.Minimum of 3 years' experience as an Administrative Assistant. Experience in financial services is helpful but not required.Ability to multi-task, establish priorities and work independently.Excellent organizational and communication skills.Attention to detail and accuracy.Courteous and positive attitude.Strong sense of confidentiality and ability to exercise sound judgment.Strong working knowledge of technology and Microsoft Office Suite. Advanced proficiency in Microsoft WordStrong word-processing, organizational and communication skills.Professional appearance.

Numbers & Facts

LocationMilwaukee, WI
Job TypeFull-time

Skills

  • Accounting Softwareunmatched
  • Administrative Skillsunmatched
  • Analysis Skillsunmatched
  • Authenticationunmatched
  • Billingunmatched
  • Board Meetingunmatched
  • Communication Skillsunmatched
  • Copying Machinesunmatched
  • Corporate Policiesunmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Customer/Client Researchunmatched
  • Detail Orientedunmatched
  • Document Scannersunmatched
  • Establish Prioritiesunmatched
  • Fax Machinesunmatched
  • File Maintenanceunmatched
  • Financial Servicesunmatched
  • Identify Issuesunmatched
  • Information/Data Security (InfoSec)unmatched
  • Interpersonal Skillsunmatched
  • Mail Processingunmatched
  • Microsoft Officeunmatched
  • Microsoft Product Familyunmatched
  • Microsoft Wordunmatched
  • Multitaskingunmatched
  • Office Equipmentunmatched
  • Office Suitesunmatched
  • Online Communicationsunmatched
  • Organizational Skillsunmatched
  • Password Securityunmatched
  • Phishingunmatched
  • Presentation/Verbal Skillsunmatched
  • Proofreadingunmatched
  • Remote Accessunmatched
  • Time Managementunmatched
  • Travel Planningunmatched
  • Willing to Travelunmatched
  • Word Processingunmatched
  • Writing Skillsunmatched

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