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Executive Assistant

Catholic Financial Life
Milwaukee, WI
  • Posted: over a month ago
  • Full-Time
Job Description

Executive Assistant

Catholic Financial Life has an exciting opportunity available for an Executive Assistant to join our team! This individual is responsible providing administrative support to the CFO and Finance department as well as the Corporate Board Secretary and Board of Directors. The ideal candidate must have strong communication skills, including with C-suite level leadership, exceptional organization skills and attention to detail.


As an Executive Assistant, you will:

  • Provide administrative support to the CFO
  • Give assistance to the Corporate Secretary through draft Board and committee agendas, coordinate and collect meeting materials and complete meeting minutes
  • Manage and maintain the Board Portal
  • Manage the Corporate credit card payment and expense reporting process
  • Corporate Compliance duties as assigned


  • Bachelor’s degree or equivalent experience
  • 7+ years of executive administrative experience
  • Strong communication skills, including with C-suite level leadership
  • Exceptional Organizational skills
  • Able to multitask and adapt to new conditions
  • Excellent attention to detail

Successful candidates will be highly organized, detail oriented and able to work independently. The candidate must be skilled in effectively prioritizing work. Excellent communication skills are required as this role communicates with the C-suite and Board members regularly.


  • A generous base salary plus short-term incentive bonus eligibility
  • Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
  • Free parking in our Home Office structure
  • On-site wellness amenities including our rooftop pool and workout room
  • Wellness subsidy program
  • Ability to work remote on Friday


Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine years in a row.

Catholic Financial Life is an Equal Opportunity Employer

Our Mission...

We're a faith-based membership organization which puts Catholic values in action by:

  • Serving God through serving others;
  • Providing financial security; and
  • Enhancing quality of life

Catholic Financial Life


Milwaukee, WI



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