Growth Senior Administrative Specialist

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:  

 

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.  

 

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience. 

 

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

 

If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility 

The Senior Administrative Specialist provides administrative support for the Financial Services industry leader. This person works closely with the Growth Administration Manager and Growth Marketing Manager to ensure efficient flow of work, and timely delivery to meet internal associate needs.
 
This position has the opportunity to be remote, hybrid, or in person.
 
Responsibilities:
- Leverage big data from multiple sources to create reports and analyze information for leaders
- Create, proof, and edit documents including but not limited to presentations and Confidentiality Agreements as requested, ensuring timeliness
- Communicate proactively with internal associates and clients as needed
- Work independently and collaboratively with the Growth Administration Manager and Growth Marketing Manager
- Manage and prioritize the Financial Services industry leader’s calendar, ensuring seamless and effective communication and organization
- Maintain ongoing updates to Financial Services SharePoint calendar
- Electronic document storage and submitting firm expenses
- Develop and demonstrate a general knowledge of the firm’s products and services
- Host external and internal webinars as needed

Qualifications:
 
- High School Diploma or an equivalent combination of education and experience required
- Associate Degree in Administrative Support, Business Administration, Human Resources, and/or Information Technology preferred
- 5+ years of experience in an administrative role in a professional services work environment
- Experience supporting senior leadership required
- Requires intermediate proficiency in Microsoft Excel, Powerpoint, Word, and Outlook
- Experience in any of the following areas is preferred:  financial institutions, insurance, wealth management, asset management, private equity or other financial services
- Experience with Microsoft Sharepoint and moderating webinars is preferred
- Clear, concise verbal and written communication skills and accurate grammar usage
Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
 
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