<p>We are looking for a highly organized Executive Assistant to support daily administrative operations for an organization in Milwaukee, Wisconsin. This role is ideal for someone who can manage competing priorities, maintain accurate documentation, and help leaders stay prepared for meetings and scheduling demands. The position offers the opportunity to contribute to a well-organized office environment through strong coordination, communication, and administrative support.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate complex calendars, schedule appointments, and help ensure leadership time is managed effectively.</p><p>• Prepare meeting materials, organize agendas, and support follow-up on action items after discussions conclude.</p><p>• Process and track expense submissions with attention to accuracy, deadlines, and company guidelines.</p><p>• Create, edit, and format documents, spreadsheets, and presentations using Microsoft Office 365 tools.</p><p>• Provide day-to-day administrative support by handling correspondence, organizing records, and assisting with office workflows.</p><p>• Arrange meetings and related logistics, including room coordination, materials preparation, and schedule updates.</p><p>• Maintain organized files and documentation so important information can be retrieved quickly when needed.</p>
<p>Robert Half is looking for an Administrative Assistant for a Lake Geneva, WI area organization. In this role, you will provide essential administrative support, manage billing processes, and ensure smooth office operations. This position is ideal for someone who excels in organization, thrives in a fast-paced setting, and enjoys working collaboratively in an environment that values attention to detail.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to ensure daily office operations run efficiently.</p><p>• Manage billing processes, including preparing, reviewing, and distributing invoices.</p><p>• Maintain accurate records and documentation for client accounts and internal operations.</p><p>• Communicate effectively with clients and team members to address inquiries and resolve issues.</p><p>• Oversee office management tasks such as scheduling meetings, organizing files, and ordering supplies.</p><p>• Utilize billing software to generate statements and ensure timely processing of payments.</p><p>• Assist in drafting and updating administrative policies and procedures.</p><p>• Coordinate with team members to ensure deadlines and project milestones are met.</p><p>• Handle confidential information with a high degree of discretion.</p><p>• Identify opportunities to improve administrative workflows and suggest practical solutions.</p>
We are looking for a detail-oriented Administrative Assistant to support trust administration operations within a financial services environment. This contract position has the potential to become permanent, is fully onsite, and offers the opportunity to contribute to a team that manages sensitive client matters, financial records, and administrative workflows. The role works closely with trust officers and related internal teams to keep account activity, reporting, and documentation accurate, timely, and well organized.<br><br>Responsibilities:<br>• Provide daily administrative support for trust administration activities while coordinating closely with trust officers on assigned tasks and follow-up items.<br>• Handle annuity activity and other manually tracked asset transactions, ensuring records are updated accurately and values are maintained appropriately.<br>• Coordinate with internal partner groups, including case management, wealth management, settlement, pooled trusts, and other support teams, to ensure continuity of service and coverage.<br>• Review insurance documentation, organize statements, and assist with policy oversight through external insurance vendors.<br>• Support account administration by helping open brokerage relationships, establish online access, maintain data feeds, and update authorized signer details with investment partners.<br>• Assist with management of card-based account tools by opening or closing cards, preparing usage reports, and helping monitor risk-related activity.<br>• Prepare board-related materials and administrative reports, and assist with trust accounting reporting requests as business needs arise.<br>• Help maintain specialized files and systems that require additional access tools, and support software or mailing updates tied to trust administration processes.<br>• Provide guidance and cross-training to newer team members and contribute to committee work or special departmental initiatives as assigned.