Administrative Assistant
$50k - $80kBCI - Brokerage Consultants Inc
Administrative Assistant | Naperville, IL A family-owned wealth management company offering financial life coaching and comprehensive planning to individuals and families is looking to hire an Administrative Assistant. This role will be essential in supporting one of the firm's top Wealth Advisors. Responsibilities:
Provide administrative support by managing phone calls, emails, and inquiries
Coordinate schedules, appointments, and meetings
Assist with organizing company-sponsored events and meetings
Handle confidential information with discretion and professionalism
Process account-related tasks, including new accounts, transfers, contributions, redemptions, and beneficiary changes
Schedule and coordinate client meetings for the Wealth Advisor, managing operational tasks as needed
Input client data and manage paperwork using CRM templates for onboarding and client servicing
Assist clients with account-related needs and schedule annual reviews, gathering necessary information Requirements:
Bachelor's degree, required
2+ years of experience in wealth management, securities, or financial planning industry
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Familiarity with Redtail CRM; a plus
Strong organizational and multitasking abilities
Detail-oriented with a high level of accuracy
Outstanding verbal, written, and interpersonal communication skills
Familiarity with common client servicing needs within financial planning/investment firms Our client offers a broad target base salary range of $50,000 to $80,000, with the possibility of some flexibility. The actual salary will be determined by various factors, including skill set and experience.
Provide administrative support by managing phone calls, emails, and inquiries
Coordinate schedules, appointments, and meetings
Assist with organizing company-sponsored events and meetings
Handle confidential information with discretion and professionalism
Process account-related tasks, including new accounts, transfers, contributions, redemptions, and beneficiary changes
Schedule and coordinate client meetings for the Wealth Advisor, managing operational tasks as needed
Input client data and manage paperwork using CRM templates for onboarding and client servicing
Assist clients with account-related needs and schedule annual reviews, gathering necessary information Requirements:
Bachelor's degree, required
2+ years of experience in wealth management, securities, or financial planning industry
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Familiarity with Redtail CRM; a plus
Strong organizational and multitasking abilities
Detail-oriented with a high level of accuracy
Outstanding verbal, written, and interpersonal communication skills
Familiarity with common client servicing needs within financial planning/investment firms Our client offers a broad target base salary range of $50,000 to $80,000, with the possibility of some flexibility. The actual salary will be determined by various factors, including skill set and experience.
Vacancy posted 23 hours ago
Similar jobs that could be interesting for youBased on the Administrative Assistant in Naperville, IL vacancy
- Southern Company Gas is seeking an Administrative Assistant to provide direct support to the Director of Engineering and the broader Engineering organization. You will manage calendars, coordinate meetings and travel, and assist with materials, expense reporting, and department...Suggested
- ...Work directly with nurses and physicians to ensure that schedules are aligned with patient care needs, including the timely administration of treatments and any necessary follow-up appointments. Strong communication and interpersonal skills to interact effectively...SuggestedFull timeWork at officeLocal areaRelocation package
NMH - Northwestern Medicine Lake Forest Hospital
Warrenville, IL17 hours ago - Job Summary Southern Company Gas is seeking a highly organized and proactive Administrative Assistant to provide direct support to the Director of Engineering and the broader Engineering organization. This role is responsible for managing complex calendars, coordinating...SuggestedWork at office
$19 - $20 per hour
Administrative Assistant By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture,...SuggestedHourly payWork at officeLocal area- Job Summary Southern Company Gas is seeking a highly organized and proactive Administrative Assistant to provide direct support to the Director of Engineering and the broader Engineering organization. This role is responsible for managing complex calendars, coordinating...SuggestedHourly payFull timeWork at officeLocal area
- The Administrative Assistant is responsible for providing essential administrative, clerical, and organizational support to the assigned department or executive. The core purpose is to ensure the efficient, smooth, and professional operation of the office by managing daily...Work at office
- Job SummaryThe Administrative Assistant supports the daily operations of an affordable or market-rate residential community by handling administrative and front office tasks. This role works closely with the Property Manager and site team to ensure smooth operations, resident...Work at office
$24 - $26 per hour
...seeking a reliable, professional, and service-oriented Office Administrator to support our Woodridge facility. This position serves as... ...person will answer routine questions, provide direction and assistance, and escalate employee, facility, safety, or other concerns when...Hourly payFull timeWork at officeLocal areaWorldwideMonday to FridayDay shiftPlanet Art
Woodridge, IL10 days ago$19 - $24.7 per hour
...Work directly with nurses and physicians to ensure that schedules are aligned with patient care needs, including the timely administration of treatments and any necessary follow-up appointments. Strong communication and interpersonal skills to interact effectively...Hourly payFull timePart timeWork experience placementWork at officeLocal areaRelocation packageFlexible hoursCentral DuPage Hospital
Warrenville, ILa month ago- Sedgwick is seeking an Administrative Assistant to provide essential office support, prepare correspondence and reports, file documents, and assist with general administrative tasks. The role emphasizes accurate record keeping and efficient workflow within a team-oriented...Work at office
- Civil & Environmental Consultants, Inc. is seeking a Part-Time Administrative Assistant in our Naperville, IL office. You will be the first point of contact, delivering exceptional customer service and supporting daily operations with the Office Operations Lead and Administrative...Part timeWork at office
- Sedgwick Claims Management Services Ltd is seeking an Administrative Assistant in Naperville, IL for part-time work. The role focuses on preparing correspondence and reports, filing, and general office tasks in a collaborative environment. Essential duties include handling...Part timeWork at office
- Administrative Assistant - Part-Time Job Locations US-IL-Naperville Overview As a Part-Time Administrative Assistant for Civil & Environmental Consultants, Inc. (CEC), in our Naperville, IL office, you'll play a vital role in our business operations in helping to keep...Temporary workPart timeWork at officeLocal area
- ...organized, detail-oriented professional ready to grow your career in real estate law? Diaz Anselmo & Associates is hiring an Administrative Assistant for our Title/First Legal team. In this vital role, you’ll manage mortgage documentation and title processes,...Full timeMonday to Friday
- Indian Prairie School District 204 in Chicago, IL seeks an Assistant Girls Badminton to join our administrative team. This entry-level, full-time position offers exposure to school athletics operations and event coordination as part of our district programs. The role begins...Full time
- Civil & Environmental Consultants, Inc. in Naperville, IL seeks a Part-Time Administrative Assistant to keep the office running smoothly and professionally. You’ll greet guests, answer calls, prepare documents, and support daily operations with accuracy and a welcoming...Part timeWork at office
$16.3 - $24.5 per hour
...for every patient we serve.**Benefits:**- Comprehensive medical, dental, and vision benefits that include healthcare navigation assistance.- Access to a mental health benefit at no cost.- Employer provided life and disability insurance.- $5,250 Tuition Reimbursement per...Full timeImmediate startMonday to FridayShift work$19.89 - $28.84 per hour
...and procedures, this position is responsible for scheduling surgeries for the department. Collaborates with other team members to assist in problem resolution to identify the most efficient schedule.What you will need:High School Diploma or GEDMedical terminology or previous...Hourly payFull timePart timeFor contractorsMonday to Friday- Endeavor Health in Naperville, IL is seeking a Surgical Scheduler for the OBGYN department. The role schedules surgeries, collaborates with team members to resolve scheduling challenges, and ensures efficient use of the operating room. The position is full-time, 36 hours...Full timeWork at officeFlexible hours
- Endeavor Health in Naperville, IL is seeking a Surgical Scheduler for the OBGYN department. You will schedule surgeries, coordinate with clinical teams, and help maintain an efficient patient flow in a fast-paced ambulatory setting. The role requires a high school diploma...Full time
$19.89 - $28.84 per hour
...and procedures, this position is responsible for scheduling surgeries for the department. Collaborates with other team members to assist in problem resolution to identify the most efficient schedule. What you will need High School Diploma or GED Medical terminology or...Hourly payFull timePart timeFor contractorsWork at officeMonday to Friday- Endeavor Health in Naperville is seeking a Surgical Scheduler for the OBGYN department. This on-site role involves coordinating and scheduling surgeries, working within established policies, and collaborating with a care team to optimize appointment flow. The position requires...
- Northwestern Medicine Central DuPage Hospital is seeking a Patient Services Representative to greet patients, register them, verify insurance, and collect co-pays. You will coordinate with clinical teams to schedule treatments and maintain accurate records. Ideal candidates...
- Centuri in the United States seeks a Senior Project Scheduler to develop, maintain, and analyze detailed CPM schedules for large capital energy construction projects. You will collaborate with Project Management, Operations, Estimating, and client teams to monitor performance...
- Endeavor Health, Naperville, is seeking a Surgical Scheduler for the OBGYN department. You will schedule surgeries, coordinate with clinicians, and help ensure efficient patient flow within the schedule. The role requires a High School Diploma or GED, familiarity with medical...
$22 per hour
...Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)... ...resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies...Permanent employmentContract workTemporary workFor contractorsWork at officeWork from homeMonday to Friday- Duly Health and Care in Warrenville, IL is seeking a Surgery Scheduler to greet patients, coordinate pre-op testing, verify insurance information, and serve as the single point of contact for internal staff and external inquiries. You will schedule and reschedule labs and...
$100.02k - $152.81k
...3, and 2024. Health & Wellness Health Plans: Medical, Dental, Vision Life & Accident Insurance Disability Coverage Employee Assistance Program (EAP) Back‑Up Daycare FSA & HSA Financial Benefits 401(k) Pre‑Tax Commuter Account Merit Scholarship Program Employee...Hourly payWork experience placementInternshipLocal areaRemote workFlexible hours3 days per week- Duly Health and Care in Naperville, IL is seeking a Surgery Scheduler for the Pulmonary division. This full-time role supports scheduling for pre-op testing, patient coordination, and multi-site coverage with a focus on accuracy and confidentiality. Responsibilities include...Full time
- Northwestern Medicine is seeking a Patient Services Representative to support front-desk operations in a medical office. You will greet patients, verify insurance, collect co-pays, and register new patients while upholding patient confidentiality and safety. Responsibilities...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Administrative Assistant. Be the first to apply!
Related searches
- team administrator Naperville, IL
- administrative assistant work online from home Naperville, IL
- administrative assistant logistics Naperville, IL
- administrative assistant Naperville, IL
- first team staffing Naperville, IL
- engineering team administrator Naperville, IL
- team assistant Naperville, IL
- administrative assistant police department Naperville, IL
- administrative assistant/recruiting Naperville, IL
- part-time administrative assistant work from home Naperville, IL