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Executive Assistant

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Trusted Fraternal Life
Full Time position
Listed on 2026-10-11
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Virtual Assistant/ Remote Admin
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
Agent Careers

Position:Executive Assistant Location: Milwaukee, WI
Job :249 # of Openings:1

Role Summary

The purpose of this position is to provide administrative support to the CFO and COO and Corporate Board Secretary. The Executive Assistant reports directly to the CFO, with a dotted line reporting relationship to the COO and Corporate Board Secretary. The Executive Assistant coordinates/assists with projects and tasks assigned by the CFO and COO in support of the Finance and Operations departments.

Together with the Corporate Board Secretary, he/she is tasked with the coordination of agendas, materials and accommodations for all Board of Directors meetings and events.

Responsibilities
  • Manages the CFO’s and COO’s calendar, travel, meetings, and expense reports.
  • Serves as the primary liaison between the CFO and COO and internal/external stakeholders.
  • Assists with the payment of departmental invoices and prepares actual vs. budget analyses.
  • Attends Board and AFI Committee meetings and prepares agenda and meeting minutes.
  • Coordinates Board and Committee meeting logistics and materials collection and posting of materials to the Board Portal.
  • Manages and maintains the Board Portal.
  • Assists with the preparation of recurring PowerPoint presentations.
  • Manages AMEX corporate credit card program and Emburse expense reimbursement platform.
  • Provides support for the Business Continuity Planning Committee
Qualifications & Skills
  • Post-secondary degree or 5+ years of equivalent experience
  • Excellent oral and written communication skills with high level of professionalism
  • Self-starter with excellent teamwork skills and an innate sense of urgency
  • Proficient in Microsoft Office and the ability to learn proprietary software
  • Excellent communication and interpersonal skills with an awareness that the image of the Executive Offices may be based on interaction with this position.
Position Specific Competencies
  • Approachability:
    Is easy to approach and talk to; spends the extra effort to put others at ease; can be warm, pleasant, and gracious; is sensitive to and patient with the interpersonal anxieties of others; builds rapport well; is a good listener; is an early knower, getting informal and incomplete information in time to do something about it.
  • Composure:
    Is cool under pressure; does not become defensive or irritated when times are tough; is considered mature; can be counted on to hold things together during tough times; can handle stress; is not knocked off balance by the unexpected; doesn’t show frustration when resisted or blocked; is a settling influence in a crisis
  • Organizational Agility:
    Knowledgeable about how organizations work; knows how to get things done both through formal channels and the informal network; understands the origin and reasoning behind key policies, practices, and procedures; understands the cultures of organizations.
  • Priority Setting:
    Spends his/her time and the time of others on what is important; quickly zeros in on the critical few and puts the trivial aside; can quickly sense what will help or hinder accomplishing a goal; eliminates roadblocks; creates focus.
Why Trusted Fraternal Life

Our associates are Trusted Fraternal Life's most valued resource.

We offer competitive salaries, objectively based on salary surveys, and a comprehensive benefit package for full-time associates.

Thank you for your interest in Trusted Fraternal Life!

Benefits
  • Group life, health, vision & dental insurance
  • Generous vacation & holidays
  • Short & long-term disability coverage
  • 401(K) plan with enhanced match
  • Gainsharing bonuses
  • Health savings account
Wellness*
  • A health club or fitness equipment subsidy
  • Rooftop open-air pool with locker facilities
  • On-site fitness center
  • Free on-site parking

* Varies by office location.

Culture
  • Professional, caring, respectful, trusting,open, and fun work environment
  • Opportunities for individual growth and creativity
  • Business-casual atmosphere
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