The Senior Administrative Assistant will provide administrative support to Group leaders within the Advisor Group as well as related support for the Advisor Group as a whole. This role will generally support 2-3 leaders within the Advisor Group. This can be a remote position. However, our ideal candidate will need to reside within 30 miles of out Madison, WI area. There will be periodic travel to our office or events. Job Duties and Responsibilities Provide day-to-day administrative support to the Front-Line Leaders, including email and calendar management, travel arrangements, submitting expense reports and other key responsibilities as assigned. Ensure leaders can focus on key jobs to be done and execute on plans for their model week/service models by thinking and acting proactively; use systems to assist them in managing calendar and prioritizing email/other incoming tasks. Collaborate with others in the Advisor Group and partners in the Centers of Excellence related to leader calendars and other requests. Establish and maintain efficient office management processes; perform routine administrative duties such as maintaining office supplies, processing mail and other needs of the Advisor Group related to the physical location (as applicable). Prepare meeting agendas and updates, maintains meeting notes, and arranges for implementation of action and follow-up items. Prepare presentation materials and spreadsheets to produce high quality reports and presentations. Responds to information requests and compose correspondence on a regular basis (often of a confidential nature). Manage logistics for local meetings, including AV/technical, location, catering, RSVP management, etc. Maintain strong business relationship with key stakeholders, including financial professionals, Advisor Group leaders/staff, enterprise leaders, and partners in the Centers of Excellence. Supports other various projects, programs, and processing functions as needed.
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Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree