Sr. Executive Assistant (Hybrid: Madison, WI)

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 and financial services 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 is responsible for planning, organizing, and working very closely with the senior manager(s) to complete administrative activities.

Supports senior manager(s) on major issues and processes related to strategic planning and tactical initiatives. Responds quickly to changes in projects, assignments, tasks, and re-aligns priorities. Acts in a confidential capacity regarding employee relations, labor relations, compensation, staffing, and other corporate activities.

Performs advanced and diversified administrative duties requiring broad, comprehensive experience, skill, and knowledge of organizational policies and practices. Job Responsibilities: Determine and assign appropriate staff to address issues and develop strategic and operational plans. Must understand business issues and apply appropriate decision-making skills to set daily priorities.

Identify disconnects and clarify expectations. Lead activities, internal or external, to complete assigned projects and/or reports in cooperation with senior management.

Respond, investigate, and handle as appropriate inquiries from internal/external customers utilizing a high degree of sensitivity and knowledge of the credit union system/movement, corporate structure and priorities, divisional priorities and products and/or functions.

Proactively on own initiative and on behalf of senior management, respond appropriately via memos, letters, documents and reports via PC applications to internal and external stakeholders and customers. Track and manage follow up requests. Proactively research information and create reports using various PC applications.

Identify, analyze, and implement process changes to streamline and improve administrative workflow. Help promote migration to new technologies to allow for new process improvements and efficiencies. Independently initiates these changes and mentors/coaches' peers to implement as well. Review incoming correspondence via paper or email, lead initiative to determine appropriate action required.

Monitor issues for appropriate follow-up. Proactively anticipate and plan senior management’s appointment calendar and activities to allow senior manager(s) to achieve corporate/divisional objectives. On own initiative, initiate and lead development of agendas, presentation materials, meeting deliverables and meeting follow-up items.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: Associate Degree in Business or Administrative Assistant fields, or equivalent trade-off in pertinent work experience.

Three to five years administrative work experience, to include competencies in the following areas: Plan, organize and leading facilitation of multiple projects/assignments or equivalent work experience. Advanced 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 of the above position accountabilities require and ability to use analytical thinking and problem-solving skills on their own initiative. Broad knowledge of corporate structure to include all distribution channels and thorough understanding of credit union marketplace.

Proficient skill level of Microsoft Office Suite software such as Word, Excel and PowerPoint. Ability to clearly and effectively communicate via verbal and written communication. Ability to create correspondence on behalf of others. Broad knowledge of grammar, spelling, sentence structure and editing ability.

Previous administrative experience in investment management, asset management, financial services, or a related field is preferred. If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.

This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.

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

Base Salary Range

$56,500.00 - $84,800.00 At TruStage, 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.

We’re on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people — in more ways — make confident financial decisions at every stage. And we’re committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.