---
title: Senior Administrative Assistant
description: Capital First Trust Company is hiring for the Senior Administrative Assistant
  role in Milwaukee, WI. See the full description and apply.
type: job
url: https://www.foundrole.com/jobs/senior-administrative-assistant-at-capital-first-trust-company-01a0e742-18b2-76e2-8b5f-57cfef893fdb
date: 2026-09-28T09:15:16Z
og_description: Join Capital First Trust Company as Senior Administrative Assistant in Milwaukee,
  WI. Pays $33–$39 per hour. Full-time role.
og_image: https://www.foundrole.com/og/ozccj7.png
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  - label: Home
    url: https://www.foundrole.com/
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---

| | |
|---|---|
| **Company** | Capital First Trust Company |
| **Location** | Milwaukee, WI |
| **Salary** | $33/hr - $39/hr |
| **Type** | Full Time |
| **Posted** | Sep 28, 2026 |
## Description

**Senior Administrative Assistant**

This position reports to the President and is responsible supporting a team of professional executive staff members. They will provide a high level of accuracy, professionalism, and organization. This position requires strong written and verbal communication skills, the ability to complete work within deadlines, and a high level of confidentiality.

**ROLE RESPONSIBILITIES**

- Manage executives' calendars and set up meetings
- Make travel and accommodation arrangements
- Format information for internal and external communication – drafting letters, memos, emails, presentations and documents; collecting and analyzing information and initiating communications
- Arrange meetings including agendas, room preparation, assembling and distributing data and information and meeting follow up, including travel arrangements if necessary.
- Assists with the preparation of quarterly board meetings, maintains board files, attends board committee meetings as requested, and prepares draft minutes.
- Type and proofread policy & procedure documents. Assist in the organization of the company policy manual.
- Prepare various documents and monthly reports.
- Screens and handles routine incoming mail and phone calls to facilitate timely resolution.
- Processes invoices and submits expenses for executive(s).
- Researches, prioritizes, and follows up on matters in a timely manner.
- Other duties and projects, as assigned by management.

**COMPETENCIES**

**Communication Skills**

- Demonstrated ability to effectively interact with senior executives as well as diverse groups of people from inside and outside the company.
- Use professional verbal, written and interpersonal communication skills.
- Communicate effectively and interact professionally with others, including other associates and third parties.
- Follow company policies for electronic communications and internet use.

**Computer/Technical/Subject Matter Expertise**

- Basic Understanding of Trust Accounting Software and Customer Relationship Management system.
- Display proficiency using standard office equipment such as computer, fax, photocopier, scanner and telephone.
- Proficiency using Office Suite of applications. Advanced proficiency in Microsoft Word.
- Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use.

**Organization**

- Good time-management skills.
- Balance competing priorities to manage workflow, ensure completion of essential projects and meet critical deadlines.
- Strong analytical skills with high attention to detail and accuracy.

**Judgment**

- Maintains confidentiality of customer data and sensitive information.
- Understands Company's overall strategy and guiding principals

- Work proactively to quickly identify and escalate issues and concerns.
- Works as a competent member of the team, willingly providing back-up support for co-workers when appropriate and actively support group goals.
- Able to identify common attempts at information security scams, like email phishing.

**ROLE QUALIFICATIONS**

- High school diploma or GED equivalent.
- Minimum of 3 years' experience as an Administrative Assistant. Experience in financial services is helpful but not required.
- Ability to multi-task, establish priorities and work independently.
- Excellent organizational and communication skills.
- Attention to detail and accuracy.
- Courteous and positive attitude.
- Strong sense of confidentiality and ability to exercise sound judgment.
- Strong working knowledge of technology and Microsoft Office Suite.
- **Advanced proficiency in Microsoft Word**
- Strong word-processing, organizational and communication skills.
- Professional appearance.
## Skills

- Financial Accounting
- Balance Sheet
- Cyber Security
- Phishing
- Word Processing
- Presentations
- Analytical Skills
- Remote Access
- Authentication (Software Security)
- Office Equipment
- Interpersonal Skills
- Confidentiality
- Customer Relationship Management
- Microsoft Word
- Time Management
- Memos
- Presentation Skills
- Financial Services
- Board Meeting Coordination
- Microsoft Office
- Attention to Detail
- Travel Arrangements
- Communication

## How to Apply

[Apply for this position](https://www.foundrole.com/jobs/senior-administrative-assistant-at-capital-first-trust-company-01a0e742-18b2-76e2-8b5f-57cfef893fdb?utm_source=ai_markdown)

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