Executive Assistant - EVP Chief Assets Officer

ATC•Pewaukee, WI

About The Position

The Executive Assistant to the Executive Vice President serves as a trusted operational partner, strengthening executive effectiveness, organizational alignment, and execution of strategic priorities. This highly visible role connects executives, employees, board members, customers, community and business contacts, and external organizations. The position requires sound judgment, discretion, executive presence, and the ability to organize work amid changing priorities. The Executive Assistant manages complex calendars and coordinates meetings, travel, events, and business activities; prepares executive communications and materials; and supports relationships and follow-through across the Executive suite. The role also independently executes special assignments, coordinates recurring departmental work, tracks project and committee activities, and contributes to financial and process support, including budgets, forecasts, expense reporting, and accounts payable. Technology and continuous improvement are used to simplify workflows and strengthen operational tracking.

Requirements

High school diploma required; equivalent combinations of education and experience will be considered.
At least seven years of progressive experience supporting and/or managing work for a senior-level officer, or an equivalent combination of education and experience.
Experience coordinating complex calendars, travel, meetings, conferences, and events.
Experience preparing executive correspondence, presentations, agendas, confidential materials, and cross-functional communications.
Experience with office automation tools, including the MS Office suite and co-pilot.
Working knowledge of budgeting, expense reporting, accounts payable, forecasts, project rates, or financial reporting.
Proven ability to navigate ambiguity, sensitive information, changing priorities, and time-critical requests.
Exceptional judgment, discretion, organizational and prioritization skills, and attention to detail.
Ability to remain composed amid urgent requests, frequent interruptions, and competing demands.
Ability to take ownership, make sound decisions with limited supervision, and follow through consistently.
Ability to build credibility and influence outcomes across teams without formal authority.
Ability to adapt quickly while remaining professional, approachable, responsive, and service-oriented.

Nice To Haves

A degree in Business or a related field is preferred.
Additional degrees or certifications are valued.
Experience with, or ability to quickly become proficient in, Concur, Workday, Oracle, and Onspring.

Responsibilities

Manage complex executive calendars, scheduling conflicts, meetings, travel, and priority coordination.
Prepare agendas, correspondence, reports, presentations, and confidential materials.
Coordinate onsite and offsite meetings, conferences, events, and executive-suite coverage.
Serve as a liaison among leaders, teams, board members, regulators, customers, and business partners.
Proofread and edit executive communications for varied audiences.
Maintain stakeholder follow-through and continuity across the Executive suite.
Execute special assignments independently and coordinate recurring departmental work.
Track project-related activities, deliverables, time entry, and committee responsibilities.
Maintain organized records, dependable handoffs, and operational continuity.
Assist with budgets, forecasts, project rates, travel and expense reporting, and accounts payable processes.
Monitor metrics, surveys, data connections, and relevant trends.
Use technology and continuous improvement to simplify processes and strengthen tracking.