Sr. Administrative Assistant

Milwaukee, WI

Posted: 01/13/2026 Employment Type: Direct Hire Industry: Administrative

Job Description

Our client, a recognized and leading financial services company headquartered in the MKE market, is looking for a Sr. Administrative Assistant.  This position reports to the President and is responsible supporting a team of professional executive staff members.  YOU 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.  

 

Are YOU able to interact professionally with senior executives as well as diverse groups of people from inside and outside the company.  Do YOU have strong interest in acquiring knowledge in the Trust Administration business with a strong sense of confidentiality and ability to exercise sound judgment?

 ARE YOU THE RIGHT CANDIDATE?   (In office, M-F, 8-5 pm, $26-33/hr.)

  • Calendar & Meeting Management:Scheduling, agendas, room prep, follow-ups.
  • Communication:Drafting emails, memos, presentations, screening calls/mail.
  • Travel & Expenses:Arranging logistics, processing invoices, submitting expenses.
  • Document Preparation:Typing, proofreading, organizing policy manuals, reports.
  • Board Support:Assisting with board meetings, minutes, and files.
  • Information Management:Maintaining confidentiality, handling sensitive data. 

ESSENTIAL SKILLS AND COMPETENCIES:

  • Communication:Professional verbal, written, and interpersonal skills.
  • Organization:Excellent time management, balancing priorities, attention to detail.
  • Technical:Proficiency in MS Office Suite (advanced Word), CRM/Accounting software understanding.
  • Judgment:High degree of confidentiality, proactive issue resolution, security awareness. 

Job Requirements

  • Minimum 3 years as an Administrative Assistant

Meet Your Recruiter

Nicole Mortell, CPC
Partner, Vice President of Sales

Nicole earned her Bachelor of Arts from UW-Oshkosh and began her staffing career shortly after graduation.  Quickly, Nicole found her passion rising to top producer year after year and from there in 2006 she became one of the founding Partners of AllianceStaff.  Today as Partner and VP of Sales and Marketing, she remains on the front lines of recruitment and client management, while simultaneously fostering the growth of AllianceStaff by identifying key business development opportunities and training team members to develop their own desks. Nicole partners with companies across a wide range of industries to understand their hiring needs and to help them build the best possible teams.  She has been recruiting in Milwaukee for over 15 years and has developed a unique insight into the hiring needs of the local market. She creates strong business relationships, many of which turn into long-term friendships, attesting to the loyalty she has with her clients and candidates. She listens.  She asks questions. And she understands that a great talent match never needs to be sold.  Nicole intuitively knows when she’s found the right match, and her long track record of successful placements proves her skill.

In her free time you can find Nicole on the soccer field watching her twin boys play in rain, sleet or snow (true soccer mom!!), staying on top of fitness trends, checking out a new restaurant with her girlfriends, traveling with her husband Tom or snuggling with her baby girl Mariah (Australian miniature Labradoodle.)

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