Senior Administrative Assistant

Talentify; Wauwatosa (WI); On-site; USD 52,000 - 76,000; Full time

Job summary

Talentify in US Wealth Management seeks a Senior Administrative Assistant to support executives, manage calendars, arrange travel, and prepare polished communications. You will interact with senior leaders and internal clients, adapting procedures to deliver accurate, high-quality output in a fast-paced environment.

This role requires five days in the office (Mon-Fri) with no hybrid option, and a diligent, detail-oriented approach to events, invoices, onboarding, and supporting the Managing

Qualifications

• Five years of administrative experience.
• Discretion and good judgment in confidential situations with senior management.
• Strong written and oral communication skills.
• Excellent telephone etiquette and ability to manage competing priorities.

Responsibilities

• Maintain complex and detailed calendars.
• Screen calls and determine priority levels with confidentiality.
• Manage coordination and logistics of internal and external meetings.
• Arrange and coordinate complicated domestic and international travel.
• Organize internal and external events, including catering and transportation.
• Process invoices and T&E expense claims following policies.
• Assist with staff onboarding and off-boarding, including equipment setup and system access.
• Produce high quality emails and messages to all levels of the organization.
• Maintain department documents and organizational charts.
• Handle routine activities and advise in advance of issues.

Skills

Calendar management

Executive support

Interpersonal communication

Discretion

Prioritization

Education

Bachelor's degree (preferred)

Tools

Microsoft Office

Job description

Become an integral part of the US Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality.

As an Senior Administrative Assistant in US Wealth Management, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.

Job responsibilities

• Maintain complex and detailed calendars
• Screen incoming calls and determine the level of priority, while using caution in dispensing information
• Manage the coordination and logistics of both internal and external meetings
• Arrange and coordinate complicated domestic and international travel
• Organize all aspects of internal and external events, including catering and transportation
• Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
• Produce high quality emails and messages to individuals at all levels of the organization
• Maintain department documents, including current organizational charts and Executive Bio’s
• Handle regular activities without prompting, and advise in advance with issues or delays
• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings

Required qualifications, capabilities, and skills

• At least five years of administrative experience
• Advanced ability to organize
• Discretion and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management

Preferred qualifications, capabilities, and skills

• Experience supporting at the Managing Director level (or equivalent) or above
• College degree is a plus

Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.