Administrative Assistant

Our Customer is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education planning, retirement planning, investment advisory services, financial planning trust and private client services, estate planning and business planning. Its products include life insurance, permanent life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services.

Our customer is looking for an Administrative Assistant on a contract basis to help support their ongoing business needs. This role will provide administrative secretarial support for the division. May provide backup support for other Administrative Assistants. This role is onsite in Milwaukee, WI.

Responsibilities:

• Administrative Support (60-80%):
  • Schedules meetings for small groups. This requires coordinating various schedules, room accommodations and equipment requests.
  • Assist in expense management by reviewing and reconciling invoices, tracking expenses, and preparing expense reports for approval and reimbursement.
  • Coordinate travel arrangements for staff members, including booking flights, accommodations, and transportation.
  • General typing skills to type letters, reports, and memos from handwritten notes. Set up the document into the correct format, correcting any spelling or grammatical errors. May produce slides for presentations, upon request. Must maintain confidentiality when performing these tasks. Composes short memos and simple correspondence upon request.
  • Answers routine inquiries and researches information as appropriate within established limits. Compiles data assembles materials, researches defined and readily available information.
  • General office skills involve making copies or involved copying projects requiring two-sided, multiple page projects.
  • Answers routine questions requiring knowledge of business function.
  • Sorts mail each day and delivers to appropriate person. Sends/receives fax mail, as appropriate.
  • Receives guests/visitors in a professional manner.
  • Performs other duties, as requested. May assist in special projects.
• Office/Division Administration (20-40%):
  • May be required to type transaction work notifying Human Resources of any name/address/phone changes.
  • Maintains attendance records for the division, recording vacation days, sick days and compensatory time, travel time
  • Updates manuals for division.
  • Maintains general and confidential files for department.
  • Contacts Building Services for problems with facilities
  • Maintains file of important dates/meetings
  • Initiates disbursement requests.
  • Registers division members for seminars.
  • Specific special projects may be performed as necessary

Qualifications:

• A minimum of 5 years of previous administrative experience
• Proficiency in Microsoft Outlook, Word, and PowerPoint
• Demonstrated accuracy in grammar, spelling and proofing
• Ability to handle confidential materials discreetly and efficiently use tact and professionalism in dealing with others
• Demonstrated ability to handle multiple priorities
• Proven ability to work independently and with initiative in completing work assignments and meeting deadlines

Please Note: In order to create a safe, productive work environment, our client is requiring all contractors who plan to be onsite to be fully vaccinated according to the CDC guidelines. Prior to coming into our offices, contractors will be required to attest that they are fully vaccinated.

Perks are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements)
Health Benefits: Medical, Dental, Vision, Life (including spouse & child), 401k, STD/LTD, AD&D, and Commuter Benefits program.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.