Administrative Operations Coordinator Wealth Management

Administrative Operations Coordinator Wealth Management

Now hiring for an Administrative Operations Coordinator Wealth Management Location: Deerfield, IL Pay Rate: $22.00 per hour | Monday-Friday | 8 AM-5 PM

Office Ninja Wanted Sharp, Swift, and Super Organized You're the one who keeps everything on track, from schedules to supplies to smiling faces. In this Administrative Operations Coordinator Wealth Management role, your multitasking magic and positive energy make you the heartbeat of the office. You'll handle the details that keep everyone moving and make it all look effortless.

Looking for Administrative Operations Coordinator Wealth Management jobs in Deerfield where organization and communication keep everything running smoothly? This opportunity lets you support daily business operations, coordinate administrative tasks, and help teams stay productive in a professional office environment.

Education Requirements

High school diploma or GED required. Associate degree or higher in Business Administration, Finance, Accounting, or a related field preferred.

Experience Requirements

1+ years of administrative, office support, operations, or coordination experience preferred. Experience handling confidential or sensitive information in a professional environment. Experience with document management, scanning, electronic filing, and records organization. Experience preparing reports, expense documentation, reconciliations, or administrative tracking reports. Experience managing multiple priorities and meeting deadlines in a fast-paced environment. Prior experience supporting financial services, wealth management, banking, accounting, or professional services teams is preferred. Experience with Microsoft Office Suite, including Word, Excel, and Outlook.

Physical Capabilities

Ability to sit for extended periods while working at a computer and managing administrative tasks. Ability to perform repetitive tasks, including document scanning, filing, and data entry. Ability to operate standard office equipment such as computers, scanners, printers, and related technology. Ability to review documents and information for accuracy and completeness. Ability to maintain focus and attention to detail while handling high-volume administrative work. Ability to communicate effectively through phone, email, and virtual collaboration tools.

Job Duties

Provide administrative and operational support to multiple advisor teams in a fast-paced wealth management environment. Prepare, review, edit, and format confidential client correspondence and business documents. Manage document workflows including scanning, indexing, electronic filing, archiving, and record maintenance across multiple systems. Assist with preparation of travel expense reports, billing allocation reports, and administrative reconciliations. Process time-sensitive quarterly client tax payments while ensuring accuracy and adherence to deadlines. Maintain organized records and ensure documentation is complete, accurate, and easily accessible. Support advisors and internal teams with administrative projects and operational tasks as assigned. Prioritize multiple requests while maintaining accuracy and attention to detail in a deadline-driven environment. Follow established procedures for handling confidential and sensitive financial information. Collaborate with team members to improve administrative processes and support operational efficiency.

Must-Have Competencies

Strong organizational skills with the ability to manage multiple priorities and deadlines. Exceptional attention to detail with a commitment to accuracy and quality. Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook. Ability to handle confidential information with professionalism and discretion. Strong communication and teamwork skills with a proactive, reliable approach.

Employee Perks + Benefits Competitive Weekly Pay Comprehensive Benefits including medical, dental, and vision coverage. Life and Disability Insurance for added peace of mind. Optional 401(k) Plan to help you prepare for the future. Supportive Professional Environment focused on teamwork, growth, and success.

It's time to take your office superpowers somewhere they'll shine. Apply now.