About this position
Executive Assistant
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About Trusted Fraternal Life
Trusted Fraternal Life (TFL) is one of the largest fraternal benefit societies in the United States, serving more than 200,000 members with nearly $3 billion in assets. Through our family of brands, we help members build financial security while strengthening their communities.
We are on a journey to become the leading next-generation fraternal, serving more members, across more communities, with greater impact.
About This Opportunity
This is an exciting opportunity to support TFL's Chief Financial Officer, Chief Operating Officer and Corporate Board Secretary at an important point in our evolution. We're seeking an Executive Assistant who can provide high-level administrative support, coordinate priorities and help ensure executive and Board activities run smoothly.
This role combines executive support, Board and committee coordination, financial administration and operational follow-through. You'll manage complex calendars, travel, meetings and expenses while serving as a trusted liaison with internal and external stakeholders.
Success in this role requires discretion, sound judgment, strong organization and communication skills, and the ability to stay composed while managing multiple priorities with urgency and professionalism.
Key Responsibilities
- Manage the CFO's and COO's calendars, travel arrangements, meetings and expense reports.
- Serve as a primary liaison between the CFO and COO and internal and external stakeholders, representing the Executive Offices with professionalism.
- Coordinate projects and tasks that support the Finance and Operations departments and follow through on priorities and deadlines.
- Partner with the Corporate Board Secretary to coordinate Board and committee agendas, meeting materials, accommodations and event logistics.
- Attend Board and AFI Committee meetings, prepare agendas and meeting minutes, and collect and post materials to the Board Portal.
- Manage and maintain the Board Portal, ensuring materials are organized, accurate and accessible.
- Assist with departmental invoice payments, actual-versus-budget analyses and recurring PowerPoint presentations.
- Manage the AMEX corporate credit card program and Emburse expense reimbursement platform, and provide support to the Business Continuity Planning Committee.
Qualifications
- Post-secondary degree or at least five years of equivalent executive or senior-level administrative support experience.
- Excellent written and verbal communication skills with a high level of professionalism, discretion and attention to detail.
- Demonstrated ability to manage complex calendars, travel, meetings and competing priorities with sound judgment and follow-through.
- Experience supporting Boards, committees or senior executives, including preparing agendas, materials and meeting minutes, strongly preferred.
- Proficiency in Microsoft Office, including Outlook, Word, Excel and PowerPoint, with the ability to learn proprietary systems and digital tools.
- Strong interpersonal and relationship-building skills with the ability to work effectively with executives, Board members and internal and external stakeholders.
- Self-starter with strong teamwork, problem-solving and time-management skills and an appropriate sense of urgency.
Success in This Role
Success requires a trusted, approachable and highly organized partner who can anticipate needs, protect confidential information and keep priorities moving. This person should remain composed under pressure, understand how to navigate the organization, focus on what matters most and consistently deliver accurate, high-quality work while representing the Executive Offices with professionalism.
Why Join TFL?
Join a mission-driven organization where you can make a real impact. xavwley This role offers the opportunity to work closely with executive leadership and the Board of Directors, support critical Finance and Operations priorities, and contribute to a transformational period of growth and change.
Location and commute
Milwaukee, WI 53244.
Plan your route with Google Maps. Travel times and transportation options vary; confirm the work location with the employer before commuting.
How to apply
Review the vacancy and complete the application on the employer or recruitment partner’s website. Requisition ID: WJ-3207204925.