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Executive Assistant - confidential correspondence (Madison, WI)

Cedar Rook Financial Group · Madison, WI · part time

We are growing our team at Cedar Rook Financial Group and adding an Executive Assistant whose main responsibility will be confidential correspondence. Teams collaborate across risk, service and technology. What you will do • Keep files, contracts and follow-ups in order. • Prepare meeting materials and take accurate notes. • Handle sensitive information with care. • Coordinate with partners and staff about loan applications. • Manage a busy calendar, travel and expense reports. What we are looking for • Excellent judgement, discretion and writing. • Very organised and calm under pressure. • Three or more years supporting senior managers. Nice to have • Event planning experience. • Experience with loan applications. Working arrangement • Part-time, about 16 hours a week, mornings. • On site in Madison. • We will tell you what to expect at each step of the hiring process.

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