Executive Assistant

Trusted Fraternal Life; Milwaukee (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with enhanced match

Paid vacation

Job summary

Trusted Fraternal Life is seeking an Executive Assistant in Milwaukee, WI to provide high-level administrative support to the CFO and COO and Corporate Board Secretary. You will coordinate agendas, materials, and accommodations for Board of Directors meetings, manage calendars, travel, and expense reporting, and handle board portal logistics.

The role requires strong communication, organization, and multi-tasking skills, with experience supporting senior executives and the ability to work

Qualifications

• Post-secondary degree or 5+ years of equivalent experience.
• Excellent oral and written communication skills with high level of professionalism.
• Self-starter with excellent teamwork skills and an innate sense of urgency.
• Proficient in Microsoft Office and the ability to learn proprietary software.
• Excellent communication and interpersonal skills with an awareness that the image of the Executive Offices may be based on interaction with this position.

Responsibilities

• Manages the CFO’s and COO’s calendar, travel, meetings, and expense reports.
• Serves as the primary liaison between the CFO and COO and internal/external stakeholders.
• Assists with the payment of departmental invoices and prepares actual vs. budget analyses.
• Attends Board and AFI Committee meetings and prepares agenda and meeting minutes.
• Coordinates Board and Committee meeting logistics and materials collection and posting of materials to the Board Portal.
• Manages and maintains the Board Portal.
• Assists with the preparation of recurring PowerPoint presentations.
• Manages AMEX corporate credit card program and Emburse expense reimbursement platform.
• Provides support for the Business Continuity Planning Committee.

Skills

Post-secondary degree

5+ years experience

Excellent communication

Teamwork with urgency

Microsoft Office

Education

Post-secondary degree

Tools

Microsoft Office

Job description

Agent

Careers

Position:Executive Assistant Location: Milwaukee, WI
Job Id:249 # of Openings:1

Role Summary

The purpose of this position is to provide administrative support to the CFO and COO and Corporate Board Secretary. The Executive Assistant reports directly to the CFO, with a dotted line reporting relationship to the COO and Corporate Board Secretary. The Executive Assistant coordinates/assists with projects and tasks assigned by the CFO and COO in support of the Finance and Operations departments. Together with the Corporate Board Secretary, he/she is tasked with the coordination of agendas, materials and accommodations for all Board of Directors meetings and events.

Responsibilities

• Manages the CFO’s and COO’s calendar, travel, meetings, and expense reports.
• Serves as the primary liaison between the CFO and COO and internal/external stakeholders.
• Assists with the payment of departmental invoices and prepares actual vs. budget analyses.
• Attends Board and AFI Committee meetings and prepares agenda and meeting minutes.
• Coordinates Board and Committee meeting logistics and materials collection and posting of materials to the Board Portal.
• Manages and maintains the Board Portal.
• Assists with the preparation of recurring PowerPoint presentations.
• Manages AMEX corporate credit card program and Emburse expense reimbursement platform.
• Provides support for the Business Continuity Planning Committee

Qualifications & Skills

• Post-secondary degree or 5+ years of equivalent experience
• Excellent oral and written communication skills with high level of professionalism
• Self-starter with excellent teamwork skills and an innate sense of urgency
• Proficient in Microsoft Office and the ability to learn proprietary software
• Excellent communication and interpersonal skills with an awareness that the image of the Executive Offices may be based on interaction with this position.

Position Specific Competencies

• Approachability: Is easy to approach and talk to; spends the extra effort to put others at ease; can be warm, pleasant, and gracious; is sensitive to and patient with the interpersonal anxieties of others; builds rapport well; is a good listener; is an early knower, getting informal and incomplete information in time to do something about it.
• Composure: Is cool under pressure; does not become defensive or irritated when times are tough; is considered mature; can be counted on to hold things together during tough times; can handle stress; is not knocked off balance by the unexpected; doesn’t show frustration when resisted or blocked; is a settling influence in a crisis
• Organizational Agility: Knowledgeable about how organizations work; knows how to get things done both through formal channels and the informal network; understands the origin and reasoning behind key policies, practices, and procedures; understands the cultures of organizations.
• Priority Setting: Spends his/her time and the time of others on what is important; quickly zeros in on the critical few and puts the trivial aside; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus.

Why Trusted Fraternal Life

Our associates are Trusted Fraternal Life's most valued resource.We offer competitive salaries, objectively based on salary surveys, and a comprehensive benefit package for full-time associates.Thank you for your interest in Trusted Fraternal Life!

Benefits

• Group life, health, vision & dental insurance
• Generous vacation & holidays
• Short & long-term disability coverage
• 401(K) plan with enhanced match
• Gainsharing bonuses
• Health savings account

Wellness*

• A health club or fitness equipment subsidy
• Rooftop open-air pool with locker facilities
• On-site fitness center
• Free on-site parking

*Varies by office location.

Culture

• Professional, caring, respectful, trusting,open, and fun work environment
• Opportunities for individual growth and creativity
• Business-casual atmosphere