Administrative Assistant

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.