Administrative Assistant (Milwaukee, WI )
Administrative Assistant (Milwaukee, WI )
Our Client - Financial Services company
- Milwaukee, WI
Job description
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 provide secretarial and administrative support to the division and may serve as backup for other administrative assistants. Responsible for coordinating office activities, preparing documents, and supporting daily operations. This role is on-site in Milwaukee, WI.
Responsibilities:
Administrative Support (60–80%)
- Types letters, reports, memos, and presentations from handwritten notes, dictation, or voice recordings
- Formats documents, corrects spelling and grammar, and maintains confidentiality in all tasks
- Composes simple correspondence and short memos as requested
- Responds to routine inquiries and researches basic information as needed
- Schedules meetings for small groups, coordinating participant availability, meeting rooms, and required equipment
- Handles general copying tasks, including complex, two-sided, multi-page projects
- Manages phone calls, takes messages with caller and subject details, and answers basic business function questions
- Sorts and distributes incoming mail; handles outgoing faxes and receives faxed documents
- Greets and receives guests and visitors professionally
- Provides phone coverage and general administrative support during absences, vacations, or illnesses
- Assists with special projects as assigned
Office/Division Administration (20–40%)
- Prepares and submits transactional updates to Human Resources (e.g., name, address, phone number changes)
- Maintains attendance records, tracking vacation, sick days, and compensatory time
- Distributes pay statements to division members
- Updates departmental manuals and maintains both general and confidential filing systems
- Contacts Building Services to report and follow up on facility issues (e.g., lighting, HVAC, restrooms, furniture)
- Maintains a tickler file for important dates, reminders, and departmental reports
- Initiates disbursement requests and registers staff for seminars or conferences
- Supports specific special projects as needed
Skills and Qualifications:
- Minimum of 1 year of prior administrative experience
- Keyboarding accuracy at 35 words per minute (required)
- Proficiency in Microsoft Word (preferred)
- Strong grammar, spelling, and proofreading skills
- Ability to handle confidential materials with discretion and professionalism
- Proven multitasking skills and ability to prioritize effectively
- Demonstrated initiative and ability to work independently and meet deadlines
We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.
Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.
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.
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.
If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at support@themomproject.com.