Senior Administrative Assistant

Capital First Trust Company•Milwaukee, WI

About The Position

This position reports to the President and is responsible supporting a team of professional executive staff members. They will provide a high level of accuracy, professionalism, and organization. This position requires strong written and verbal communication skills, the ability to complete work within deadlines, and a high level of confidentiality.

Requirements

High school diploma or GED equivalent.
Minimum of 3 years' experience as an Administrative Assistant.
Ability to multi-task, establish priorities and work independently.
Excellent organizational and communication skills.
Attention to detail and accuracy.
Courteous and positive attitude.
Strong sense of confidentiality and ability to exercise sound judgment.
Strong working knowledge of technology and Microsoft Office Suite.
Advanced proficiency in Microsoft Word
Strong word-processing, organizational and communication skills.
Professional appearance.

Nice To Haves

Experience in financial services is helpful but not required.

Responsibilities

Manage executives' calendars and set up meetings
Make travel and accommodation arrangements
Format information for internal and external communication – drafting letters, memos, emails, presentations and documents; collecting and analyzing information and initiating communications
Arrange meetings including agendas, room preparation, assembling and distributing data and information and meeting follow up, including travel arrangements if necessary.
Assists with the preparation of quarterly board meetings, maintains board files, attends board committee meetings as requested, and prepares draft minutes.
Type and proofread policy & procedure documents.
Assist in the organization of the company policy manual.
Prepare various documents and monthly reports.
Screens and handles routine incoming mail and phone calls to facilitate timely resolution.
Processes invoices and submits expenses for executive(s).
Researches, prioritizes, and follows up on matters in a timely manner.
Other duties and projects, as assigned by management.