Senior Executive Assistant to the CTO & CIO

Wipfli Advisory LLC

3d • $66,000 - $89,000 • Remote

About The Position

At Wipfli, people count.
At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Job Summary
The Senior Executive Assistant to the CTO and CIO plays a critical role in enabling high performance, operational excellence, and strategic execution across the Technology organization of our firm.
The Senior Executive Assistant is a trusted partner who anticipates needs, manages complex priorities, protects executive time, and ensures seamless execution across a rapidly evolving technical environment. This role requires exceptional judgment, confidentiality, organizational skill, and the ability to bridge communication between technical teams and senior business leaders.

Requirements

• Associate degree or equivalent combination of education and work experience
• 5+ years of experience as an executive assistant supporting executive leadership in a professional services environment
• Ability to quickly learn and adopt internal tools and technologies
• Proficient in Microsoft 365 (e.g. PowerPoint, Excel, Outlook, Teams, and Copilot)
• Ability to plan, prioritize, and organize work effectively while handling multiple projects at once, assigned from multiple people
• High attention to detail and the ability to work under pressure and time deadlines
• Ability to analyze and synthesize highly technical documents, data, and dashboards to recommend solutions
• Excellent written and oral communication and presentation skills
• The ideal candidate is a proactive, self-motivated individual who can work independently, collaboratively, and take initiative with minimal oversight

Responsibilities

• Act as a trusted advisor and partner to the CTO and CIO; handle sensitive and confidential information with absolute discretion, anticipate needs, and provide proactive resolutions
• Manage schedules by exercising expert judgement to prioritize competing demands in a fast-paced environment
• Assist with meeting scheduling, preparation, and execution by coordinating agendas, materials, attendees, and follow-up documentation
• Consolidate and analyze highly technical information; organize and refine into actionable reports and documents
• Track project milestones, key deliverables, and follow-up actions for leadership initiatives
• Plan and coordinate travel, logistics, expenses, and materials for internal and external engagements and events
• Support digital operations by effectively managing and maintaining knowledge, files, and documentation while serving as a Microsoft 365 super-user
• Support email and communication management, including drafting responses, prioritizing messages, and ensuring timely follow-up
• Serve as a liaison for the CTO and CIO with internal and external stakeholders, providing seamless communication

Benefits

• Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree