Senior Administrative Assistant

Milwaukee

**++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 RESPONSIBILITIES++** * Manage executives' calendars and set up meetings * Make travel and accommodation arrangements * Format information for internal and external communication -- drafting letters, memos, emails, presentations and documents; collecting and analyzing information and initiating communications * Arrange 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. **++COMPETENCIES++** **Communication Skills** * Demonstrated 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 Expertise** * Basic 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. **Organization** * Good 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. **Judgment** * Maintains confidentiality of customer data and sensitive information. * Understands Company's overall strategy and guiding principals * Work 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 QUALIFICATIONS++** * High 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 Word++** * Strong word-processing, organizational and communication skills. * Professional appearance.