Executive Assistant

Truity Partners; Milwaukee (WI); On-site; USD 60,000 - 90,000; Full time

Job summary

Truity Partners LLC in the Greater Milwaukee area seeks an Executive Assistant to provide comprehensive administrative and operational support to the executive leadership team, coordinating calendars, travel, and communications.

The role emphasizes confidentiality, proactive problem-solving, and fluency with Microsoft Office and collaboration tools to enable strategic initiatives across locations.

Job description

Our client is an organization in the Greater Milwaukee area looking for an Executive Assistant. Our client is seeking a highly organized, proactive, and detail-oriented professional to provide comprehensive administrative and operational support to multiple members of the executive leadership team. This position offers a unique opportunity to work closely with senior leadership, coordinate companywide initiatives, and contribute to a variety of projects that support organizational success. The ideal candidate is resourceful, technologically savvy, and capable of managing competing priorities while maintaining the highest level of professionalism and confidentiality.

The Executive Assistant will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Provide high-level administrative and operational support to multiple senior executives, ensuring efficient management of daily priorities.
• Coordinate complex executive calendars, including scheduling meetings, resolving conflicts, and maintaining appropriate time for strategic initiatives.
• Anticipate scheduling needs and proactively adjust calendars to accommodate changing business priorities.
• Arrange domestic travel, accommodations, transportation, and related logistics for executive leadership.
• Monitor executive email communications, identify time-sensitive matters, and assist with drafting professional correspondence.
• Serve as a key liaison between executive leadership, employees, business partners, and external stakeholders.
• Coordinate executive meetings, including preparing agendas, organizing materials, and ensuring participants have necessary information in advance.
• Document meeting outcomes, monitor outstanding action items, and follow up with appropriate individuals to ensure timely completion.
• Lead the planning and coordination of company meetings, leadership retreats, conferences, and other corporate events.
• Manage event logistics, including venue coordination, vendor relationships, catering, accommodations, materials, and attendee communications.
• Support the organization and execution of board meetings, shareholder gatherings, and executive leadership sessions.
• Coordinate employee recognition initiatives, company celebrations, and activities that promote a positive workplace culture.
• Assist with leadership development programs and other employee engagement initiatives.
• Support the development and coordination of executive communications and special content initiatives.
• Assist with podcast-related activities, including coordinating schedules, communicating with guests, organizing production details, and supporting content distribution.
• Maintain organized electronic files, executive documents, meeting materials, and shared resources.
• Utilize Microsoft applications and other technology platforms to improve administrative workflows and team collaboration.
• Identify opportunities to incorporate automation and artificial intelligence tools to enhance productivity and efficiency.
• Provide administrative assistance with employee onboarding, internal communications, and coordination across multiple locations.
• Monitor reporting deadlines, request outstanding information, and ensure executive leadership receives timely updates.
• Support confidential business initiatives involving financial information, personnel matters, contracts, and strategic transactions.
• Coordinate with internal departments and external partners to facilitate special projects and business priorities.
• Develop a strong understanding of executive working styles and preferences to provide personalized and effective support.
• Anticipate potential challenges, independently resolve administrative issues, and recommend practical solutions.
• Maintain flexibility to assist with additional executive, administrative, and organizational needs as they arise.

The Executive Assistant will possess the following:

EXPERIENCE REQUIRED

• Bachelor's degree in Business Administration, Communications, or a related field preferred; equivalent professional experience will also be considered.
• Open to candidates ranging from motivated recent college graduates and early-career professionals to experienced Executive Assistants with extensive executive support backgrounds.
• Previous experience supporting senior executives, coordinating business operations, or managing administrative responsibilities preferred.
• Experience supporting multiple executives with competing priorities is highly desirable.
• Strong organizational and time management skills with the ability to manage complex schedules and multiple deadlines.
• Demonstrated ability to prioritize responsibilities, anticipate needs, and adjust quickly to changing business demands.
• Exceptional discretion and confidentiality when handling sensitive business, financial, personnel, and executive information.
• High level of professionalism and sound judgment when interacting with senior leadership and external stakeholders.
• Strong proficiency with Microsoft Office applications, including Outlook, Excel, Word, PowerPoint, and Teams.
• Comfortable learning new technology platforms and utilizing AI tools to improve efficiency and productivity.
• Experience coordinating corporate events, leadership meetings, conferences, or employee engagement activities preferred.
• Strong project management skills with the ability to oversee logistics, coordinate multiple stakeholders, and execute initiatives successfully.
• Excellent written and verbal communication skills with strong attention to detail.
• Ability to draft professional correspondence, organize executive communications, and maintain accurate documentation.
• Experience working with SharePoint or other document management and collaboration platforms preferred.
• Familiarity with business operating systems, organizational planning frameworks, or structured leadership meeting processes is a plus.
• Exposure to podcast production, digital content coordination, or executive communications is beneficial but not required.
• Experience supporting HR administration, employee onboarding, or internal engagement initiatives preferred.
• Background in construction, skilled trades, field services, or a multi-location organization is a plus.
• Ability to work independently and take ownership of responsibilities with limited supervision.
• Proactive and resourceful approach to identifying problems, developing solutions, and supporting executive productivity.
• Collaborative and team-oriented with a willingness to assist wherever needed.
• Humble, service-minded approach with an understanding of the importance of providing effective executive support.
• Highly motivated with a strong work ethic, initiative, and desire to learn and grow professionally.
• Adaptable and comfortable working in a fast-paced environment with evolving priorities.
• Ability to work fully onsite at locations within the Greater Milwaukee area and travel between company locations as needed.

Equal Opportunity Employer

The compensation philosophy reflects the Company's reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to, skills, experience level, and overall qualifications. This role may also be eligible to participate in company-sponsored benefits, subject to the rules governing those programs.