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Senior Administrative Assistant
Job Description
Are YOU looking for a high-impact role supporting executive leadership? We are seeking a sharp, proactive Senior Administrative Assistant to directly support our client's President and executive team in a fast-paced financial environment in Downtown Milwaukee.
Key Responsibilities:
Executive & Board Support: Manage complex executive calendars, coordinate travel, prepare quarterly board meetings, and draft precise committee minutes.
Financial Administration: Process invoices, manage executive expense reports, and generate critical monthly documentation.
Documentation & Systems: Format high-level correspondence, assist with corporate policy manuals, and utilize financial systems (Trust Accounting / CRM software).
Job Requirements
Experience: Minimum 3+ years of experience as an Administrative Assistant (experience within financial services or wealth management is highly preferred).
Skills: Advanced proficiency in Microsoft Office, sharp analytical abilities, and impeccable attention to detail.
Competencies: Absolute discretion with sensitive financial data, stellar communication skills, and the ability to proactively prioritize deadlines.
Additional Information
Ready to bring YOUR executive support expertise to a premier financial team in the heart of the city? Email me ASAP to nicole@alliancestaff.com
Meet Your Recruiter
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.)