Administrative Assistant
📋 Role Overview & Responsibilities
Must Haves:Bachelor’s degree 3 years+ of administrative experience Financial industry experience Competent with Microsoft Office (Excel, PowerPoint, Word, etc.)Competent with SalesforcePlusses: Knowledge of investment and insurance business eMoney experience Financial Services (financial planning experience)Day to Day: We’re looking for a candidate with experience as an administrative assistant, and we welcome candidates with securities licenses or who are interested in obtaining securities licenses, which would expand this role. Compensation will be commensurate with experience, ability, and the potential growth impact to the overall business. This position could expand into a managerial position of other administrative assistants.Answer and direct phone callsCoordinate internal and external meetingsWrite and distribute email, correspondence memos, letters, faxes and formsAssist in the preparation of reports and client meeting materialsLearn and utilize our digital business software toolsOrder office supplies and distribute mail internallyManage client database and listsProvide general support to visitors and act as the point of contact for visitorsHandle Service paperwork and the preparation of new business applicationsSupport business tracking effortsGeneral marketing support using LinkedIn and various technologies
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This position is located in Oak Brook, IL with potential relocation and sponsorship assistance depending on candidate qualifications.
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