Top 9 Financial advisor assistant Jobs in Milwaukee, Wi

Executive Assistant to the General Counsel
Johnson Controls —Milwaukee, WI
- $85,000 - $120,000 a year
- Full-time
- Office
- Bachelor's degree
- Travel
Office Coordinator and Administrative Assistant
Curi Capital —Milwaukee, WI
- $20 - $25 an hour
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Disability insurance
Quick Apply
Wealth Associate Relationship Manager
Johnson Financial Group —Milwaukee, WI
- Full-time
- Mid-level
- Business development
- Analysis skills
Assistant Manager, Financial Administration - Retail Alternatives
Ultimus Fund Solutions —Milwaukee, WI
- Full-time
- Writing skills
- Mid-level
- Office
Quick Apply
Complex Assistant Manager
Royal Bank of Canada —Milwaukee, WI
- Full-time
- Office
- 3 years
- Bachelor's degree
Assistant Controller
Five Star Energy Services —Waukesha, WI
- Full-time
- CPA
- ERP systems
- Office
Quick Apply
9d
Sr Portfolio Manager- Trust
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Research
- Office
- Finance
Associate Controller
Five Star Infrastructure Services, dBA InterCon/Five Star Energy Services/M&C Utility —Waukesha, WI
- Full-time
- CPA
- ERP systems
- Office
Quick Apply
7d

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10d
Office Coordinator and Administrative Assistant
Curi Capital —Milwaukee, WI
Incoming Mail: Return client physical tax documents, mail out paper tax returns, prep certified mail packages, document/track outgoing certified mail via USPS.
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Financial Consultant
Heartland Bank —Whitehall, OH
FINRA registrations (Series 7 and 63/65, or 66 securities licenses, life and health insurance license). You will also collaborate across business lines with the…
Assistant Manager, Financial Administration - Retail Alternatives
Ultimus Fund Solutions —Columbus, OH
Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin,…
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Executive Assistant to the General Counsel

Johnson Controls -
Milwaukee, WI

Apply Now

Job Details

Full-time
$85,000 - $120,000 a year

Qualifications

Confidential information handling
Executive administrative support
Collaboration with board members
Collaborative technology platforms
Managing projects
Productivity software
Project stakeholder communication
Board relations
Cross-functional communication

Full Job Description

Who We Are:

Johnson Controls, a global technology leader in energy efficiency, decarbonization, thermal management and mission-critical performance, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across the globe. You will have the opportunity to develop yourself through meaningful work projects and learning opportunities. We strive to provide our employees with an experience, focused on supporting their physical, financial, and emotional wellbeing. Become a member of the Johnson Controls family and thrive in an empowering company culture where your voice and ideas will be heard – your next great opportunity is just a few clicks away!

What you will do:

As an Executive Assistant to the General Counsel, you will serve as a senior-level, strategic administrative partner within the corporate legal and governance team. You will provide high-level support to the General Counsel and senior legal leaders while helping coordinate executive priorities, board-related activities, legal committee meetings, travel, correspondence, and confidential materials. This role requires exceptional business acumen, executive presence, speed, discretion, and sound judgment. You will work across teams to optimize the General Counsel's effectiveness and act as a trusted liaison with internal stakeholders, external partners, and members of the Board of Directors.

How you will do it:

Project Management/Strategic Support:

Act as an administrative partner to the General Counsel and legal leadership team, proactively identifying priorities, roadblocks, and opportunities for efficiency.

Manage and prioritize projects, including administrative support services such as budget administration, expense reports, planning and coordination of multiple presentations, document preparation, and maintenance of calendars.

Coordinate board-related activities and legal committee meetings, including schedules, meeting logistics and alignment with internal and external participants.

Maintain confidential legal, compliance, and corporate governance information and handle sensitive matters with exceptional judgment and trustworthiness.

Support compliance tracking, records maintenance, and internal legal process management as needed.

Lead cross-functional coordination with legal, finance, HR, operations, communications, and other corporate functions to ensure priorities are executed accurately and on time.

Gather information, organize data, and present options to facilitate informed decision-making by the General Counsel and senior legal leaders.

Prepare executive presentations, memos, reports, legal and compliance-related materials, and board/committee documents while managing confidential matters with discretion and sound judgment.

Travel and Event Planning

Prioritize and manage the General Counsel's schedule to maximize productivity, responsiveness, and impact.

Coordinate complex domestic and international travel, ensuring seamless logistics while coordinating with internal and external partners.

Coordinate planning and execution of board meetings, legal committee meetings, executive offsites, and other high-impact engagements, including room setup, technology, catering, materials, attendee coordination, and follow-through.

Stakeholder & Relationship Management:

Facilitate communication with professionalism, urgency, and discretion to ensure General Counsel and governance priorities are executed.

Serve as a polished and trusted point of contact for the Board of Directors, senior executives, internal teams, external counsel, advisors, and other external stakeholders.

Exercise sound judgment when handling confidential communications, sensitive legal matters, and governance-related interactions.

What we look for:

Required

Bachelor's degree and 3+ years of executive C-Level support, or 10+ years of education and combined experience.

Experience supporting a General Counsel, Chief Legal Officer, Corporate Secretary, or other senior legal/governance executive in a complex organization.

Prior public company board support experience is required, including interaction with board directors and coordination of board meeting logistics.

Strong business acumen, with the ability to anticipate challenges and drive solutions with speed and accuracy.

Tech-savvy mindset, with proficiency in Microsoft collaboration tools (e.g., MS Teams, Microsoft 365/MS Office Suite, Power BI, etc.).

Outstanding communication skills with the ability to influence and collaborate across all levels, including senior executives, board members, and external advisors.

Proven ability to manage complex projects with multiple stakeholders, sensitive timelines, and competing deadlines.

Strong attention to detail and ability to prioritize tasks effectively in a fast-paced environment.

Polished executive presence, expedient follow-through, and the ability to represent the General Counsel's office with credibility and professionalism.

Exceptional discretion, integrity, and judgment in handling confidential legal, compliance, and corporate governance information.

Occasional travel in support of key company events and governance-related activities.

Preferred

Experience supporting a public company legal, corporate secretary, governance, or board office function of similar size, scale, scope, and complexity.

Familiarity with board materials, board portals, legal department processes, compliance-related documentation, and records retention practices.

This will be an onsite role located at our Glendale, WI office, with limited domestic travel.

Compensation & Benefits

HIRING SALARY RANGE: $85,000 – $120,000 (Salary to be determined by education, experience, knowledge, skills, abilities, internal equity, location, and alignment with market data.) This position includes a competitive benefits package. For additional details, please visit the About Us section of the Johnson Controls Careers site.

Apply Now

Refine Your Search

financial advisor assistant jobs in milwaukee, wi

Executive Assistant to the General Counsel

Office Coordinator and Administrative Assistant

Wealth Associate Relationship Manager

Assistant Manager, Financial Administration - Retail Alternatives

Complex Assistant Manager

Assistant Controller

Sr Portfolio Manager- Trust

Associate Controller

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