Executive Assistant - (WI or surrounding states)

Posted 3 Days Ago
Be an Early Applicant
Madison, WI
50K-75K Annually
Junior
Fintech • Insurance • Financial Services
The Role
The Executive Assistant at TruStage supports senior management by organizing administrative activities, managing calendars, developing meeting materials, responding to inquiries, and maintaining efficiency in workflow processes. The role requires flexibility, problem-solving skills, and effective communication to streamline administrative tasks and support technology migrations.
Summary Generated by Built In

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:
 

This position, under direct supervision, plan, organize and implement administrative activities for multiple assigned members of senior management.  Act in a confidential capacity regarding employee relations, labor relations, compensation, staffing and various other corporate activities. Remain flexible to change in working with projects/assignments/tasks and align priorities as needs arise, in conjunction with senior management’s priorities.

***This role will require frequent travel to our corporate headquarters, so the ideal location would be Wisconsin or within a 3-4 hour drive time to Madison, WI.

Job Responsibilities:
 

  • Assist in management of senior management calendars and activities to allow senior manager(s) to achieve corporate/divisional objectives.
  • Provide assistance in development of agendas, presentation materials, meeting deliverables and meeting follow-up items.
  • Under direction of senior management, assist in response of internal/external inquiries.
  • Participate and assist in activities, internal or external, to complete assigned projects in cooperation with senior management.     
  • Participate in streamlining and adding efficiency to administrative workflow processes.
  • Assist in supporting the migration to new technologies to allow for new process improvements and efficiencies.  
  • Composes routine correspondence, correct grammar, punctuation and spelling.
  • Maintain and update office supplies, compile data for routine reports, answer telephone calls, and coordinate travel arrangements as required.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.
 

  • High School diploma or equivalent.
  • One to three years administrative work experience to include competencies in the following areas:
  • Plan, organize and assist in multiple projects/assignments.
  • Word processing, spreadsheet, graphic software and Internet/Intranet applications.
  • Provide internal/external customer services.
  • Identify and create solutions for electronic & hardcopy organizational systems to include electronic databases, tracking systems.
  • All the above position accountabilities require the ability to use analytical thinking and problem-solving skills on own initiative.
  • Keyboarding skills 50 WPM
  • Ability to communicate via verbal and written communication clearly and effectively. 
  • Broad knowledge of Microsoft Office Suite such as Word, PowerPoint and Excel

Preferred Skillsets:

  • Executive level experience in a corporate setting.
  • Event Planning experience.
  • Passion for DEI growth/learning.
  • Continual learner

#LI-EG

If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume.  Applications received without this information may be removed from consideration.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

 

Base Salary Range:

$50,000.00 - $75,000.00

 

At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

Top Skills

MS Office
The Company
HQ: Madison, WI
3,634 Employees
On-site Workplace

What We Do

We believe a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society.

In 2020, the CUNA Mutual Group Foundation donated $3.8 million dollars to support more than 80 community partners and organizations, including several credit union foundations.

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