Senior Executive Assistant

🔥 6 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $56.5k - $84.8k / year

⏰ Full Time

🟠 Senior

👨‍💼 Executive Assistant

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• Just posted.
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TruStage

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded CUNA Mutual Group, which was founded in 1935

🛡️ Insurance

💸 Finance

💳 Fintech

Insurance • Finance • Fintech

TruStage is a company delivering insurance, investment, and technology solutions designed to help individuals and businesses make informed and confident financial decisions. The company offers a comprehensive array of insurance products, including life, auto, home, and property insurance, as well as specialized insurance for businesses. TruStage also provides investment solutions like annuities and wealth management, along with technology solutions focused on compliance and e-commerce enablement. Recognized for helping clients manage risk and build financial security, TruStage has been serving customers since 1935 and continues to stand out as a highly-rated provider in the insurance industry.

📋 Description

• Plan, organize, and work closely with senior managers to complete administrative activities • Support senior managers on strategic planning and tactical initiatives • Respond to project, assignment, and task changes and realign priorities • Handle confidential employee relations, labor relations, compensation, staffing, and corporate activities • Determine and assign appropriate staff to address issues and develop strategic and operational plans • Set daily priorities, identify disconnects, and clarify expectations • Lead internal or external activities to complete assigned projects and reports with senior management • Respond to, investigate, and handle inquiries from internal and external customers • Prepare memos, letters, documents, and reports using PC applications • Track and manage follow-up requests • Research information and create reports using PC applications • Identify, analyze, and implement process changes to improve administrative workflow • Promote migration to new technologies and mentor or coach peers on process improvements • Review incoming correspondence and determine appropriate action and follow-up • Anticipate and plan senior management appointment calendars and activities • Develop agendas, presentation materials, meeting deliverables, and follow-up items

🎯 Requirements

• Associate Degree in Business or Administrative Assistant fields, or equivalent trade-off in pertinent work experience • Three to five years administrative work experience • Experience planning, organizing, and leading facilitation of multiple projects/assignments or equivalent work experience • Advanced word processing, spreadsheet, graphic software, and Internet/Intranet applications • Internal/external customer service experience • Ability to identify and create solutions for electronic and hardcopy organizational systems, including electronic databases and tracking systems • Analytical thinking and problem-solving skills • Broad knowledge of corporate structure, including all distribution channels • Thorough understanding of the credit union marketplace • Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint • Ability to communicate clearly and effectively verbally and in writing • Ability to create correspondence on behalf of others • Broad knowledge of grammar, spelling, sentence structure, and editing • Previous administrative experience in investment management, asset management, financial services, or a related field preferred • Resume required to apply

🏖️ Benefits

• Annual incentive (bonus) plan may be available • Medical insurance • Dental insurance • Vision insurance • Employee assistance program • Life insurance • Disability plans • Parental leave • Paid time off • 401k • Tuition reimbursement • Flexible workplace and work-life balance • Career growth • Retirement assistance • Flexibility to work in a preferred location • Technology and other tools supporting hybrid working

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