Executive Administrative Assistant at WFA Staffing

Brookfield, WI

About the Job

A valued team member is moving to another state, so the President of a well known financial services firm is in need of a new Executive Administrative Assistant. This individual will support two executives and have a variety of responsibilities including administrative support for memos and letters, helping with marketing, event planning, scheduling and more!  This award winning company offers an excellent salary, benefit package,flexible hours,other unique benefits and work  environment. 

Responsibilities
  • Support 2 partners/ executives 
  • Compose and prepare correspondence, reports, and presentations 
  • Prepare and maintain policies and procedures 
  • Create and maintain client database and spreadsheet files
  • Assist in planning and correspondance for seminars and client service events
  • Manage calendars, scheduling appointments, meetings, and arranging travel
Requirements:

  • 3-5 years minimum experience in a similar role
  • Financial investment/ planning administrative experience highly preferred
  • Multi-tasking & Organizational skills
  • Strong Microsoft Office experience including Excel
  • Must have a high level of confidentiality
  • Excellent interpersonal skills
  • Ability to interface with all levels of associates and clients including senior executives

 If you have a proven record as an executive assistant along with great communication and computer skills we need your resume as soon possible.  Please email your resume to tkrist@wfastaffing.com
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