Sr. Executive Assistant (Hybrid: Madison, WI)

TruStage Insurance Agency, LLC; Madison (WI); Hybrid; USD 57,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Employee assistance program

Life insurance

Disability plans

Parental leave

Paid time off

401k

Tuition reimbursement

Job summary

TruStage Insurance Agency, LLC in Madison, WI seeks an experienced Sr. Executive Assistant for a hybrid role combining in-office and remote work. You will support senior managers with planning, scheduling, and administrative operations to drive strategic initiatives.

The ideal candidate has 3–5 years of admin experience, strong MS Office skills, and excellent communication. The position offers a competitive salary ($56,500–$84,800) and a comprehensive benefits package.

Qualifications

• Associate degree in Business or Administrative fields, or equivalent work experience.
• Three to five years of administrative work experience with MS Office proficiency.
• Strong organizational, scheduling, and staff coordination abilities.
• Excellent verbal and written communication; professional interaction at all levels.

Responsibilities

• Plan and organize activities for senior managers and projects.
• Coordinate calendars, agendas, meeting materials, and follow-ups.
• Respond to inquiries with discretion and maintain confidential information.
• Prepare reports and track action items using PC applications.

Skills

Analytical thinking

Verbal communication

Written communication

Editing

Education

Associate Degree in Business or Administrative fields

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Teams

Job description

Sr. Executive Assistant (Hybrid: Madison, WI)We use cookies to enable certain features of our website and to better tailor the information we provide you. By using this website, you consent to our use of cookies. Learn more in our privacy policy.### Sr. Executive Assistant (Hybrid: Madison, WI)Apply: Wisconsin - Remote: Full time: Posted Today: R-012292At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition**Job Purpose:**This position is responsible for planning, organizing, and working very closely with the senior manager(s) to complete administrative activities. Supports senior manager(s) on major issues and processes related to strategic planning and tactical initiatives. Responds quickly to changes in projects, assignments, tasks, and re-aligns priorities. Acts in a confidential capacity regarding employee relations, labor relations, compensation, staffing, and other corporate activities. Performs advanced and diversified administrative duties requiring broad, comprehensive experience, skill, and knowledge of organizational policies and practices.**Job Responsibilities:*** Determine and assign appropriate staff to address issues and develop strategic and operational plans. Must understand business issues and apply appropriate decision-making skills to set daily priorities. Identify disconnects and clarify expectations.* Lead internal and external activities to complete assigned projects and/or reports in cooperation with senior management.* Respond to and investigate inquiries from internal and external customers utilizing a high degree of sensitivity and knowledge of the credit union system/movement, corporate structure and priorities, divisional priorities and products and/or functions.* Proactively, and on behalf of senior management, respond to internal and external stakeholders and customers through memos, letters, documents, and reports using PC applications. Track and manage follow-up requests.* Proactively research information and create reports using various PC applications.* Identify, analyze, and implement process changes to streamline and improve administrative workflow.* Help promote migration to new technologies to allow for new process improvements and efficiencies. Independently initiates these changes and mentors and coaches peers to implement them as well.* Review incoming correspondences, and lead initiatives to determine appropriate action required. Monitor issues for appropriate follow-up.* Proactively anticipate and plan senior management’s calendar and activities to allow senior manager(s) to achieve corporate and divisional objectives.* Take the initiative to lead the development of agendas, presentation materials, meeting deliverables, and meeting follow-up items.The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.**Job Requirements:** * Associate Degree in Business or Administrative Assistant fields, or an equivalent trade-off in pertinent work experience.* Three to five years of administrative work experience, including competencies in the following areas: + Plan, organize, and lead facilitation of multiple projects/assignments or equivalent work experience. + Use advanced word processing, spreadsheet, graphic software, and Internet/Intranet applications. + Provide internal and external customer services. + Identify and create solutions for electronic and hardcopy organizational systems, including electronic databases and tracking systems.* All of the above position accountabilities require an ability to use analytical thinking and problem-solving skills independently.* Broad knowledge of corporate structure, including all distribution channels, and a thorough understanding of the credit union marketplace.* Proficient skill level of Microsoft Office Suite software such as Word, Excel, PowerPoint, Outlook, and Teams.* Excellent verbal and written communication skills with a proven capability to interact professionally and collaboratively with all levels of the organization.* Broad knowledge of grammar, spelling, sentence structure, and strong editing ability.* Previous administrative experience in investment management, asset management, financial services, or a related field is preferred.If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. **Base Salary Range:**$56,500.00 - $84,800.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.