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Capital First Trust Company · 2 hours ago

Senior Administrative Assistant

Milwaukee, WI

Full-time

Onsite

Mid, Senior Level

3+ years exp

Capital First Trust Company is seeking a Senior Administrative Assistant to support a team of professional executive staff members. The role involves managing executives' calendars, arranging meetings, and preparing various documents while ensuring a high level of professionalism and confidentiality.

FinanceFinancial ServicesService Industry

Responsibilities

Manage executives' calendars and set up meetings

Make travel and accommodation arrangements

Format information for internal and external communication – drafting letters, memos, emails, presentations and documents; collecting and analyzing information and initiating communications

Arrange meetings including agendas, room preparation, assembling and distributing data and information and meeting follow up, including travel arrangements if necessary

Assists with the preparation of quarterly board meetings, maintains board files, attends board committee meetings as requested, and prepares draft minutes

Type and proofread policy & procedure documents. Assist in the organization of the company policy manual

Prepare various documents and monthly reports

Screens and handles routine incoming mail and phone calls to facilitate timely resolution

Processes invoices and submits expenses for executive(s)

Researches, prioritizes, and follows up on matters in a timely manner

Other duties and projects, as assigned by management

Qualification

Microsoft Office SuiteAdvanced proficiency in Microsoft WordTrust Accounting SoftwareCustomer Relationship ManagementProfessional appearanceCommunication SkillsTime-management skillsAttention to detailConfidentiality