Senior Executive Assistant, Wealth Management

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

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