Front Desk Receptionist

Job Full Description

Administrative Assistant - Wealth Management

Location
Champaign, IL


Pay Rate
$18.00 - $23.00 per hour


Benefits

• Comprehensive benefits package
• Bonus potential
• Gym membership reimbursement
• Stable, long-term career opportunity

Position Overview
A respected wealth management and financial services firm is seeking an Administrative Assistant to support Investment Advisors and provide excellent service to clients. This position plays a key role in keeping the office organized, ensuring paperwork is processed accurately, and helping advisors maintain strong client relationships.


This is an excellent opportunity for someone who enjoys a professional office environment, values stability, and takes pride in being dependable and detail-oriented.


Key Responsibilities

• Prepare client correspondence as directed by Investment Advisors
• Communicate professionally with clients via phone, email, and in person
• Prepare and process client paperwork based on advisor and client instructions
• Submit completed paperwork and required documentation to the Operations team
• Assist with insurance-related paperwork and processing
• Coordinate and schedule client meetings for Investment Advisors
• Serve as backup receptionist when needed
• Maintain accurate records and support office organization
• Assist with additional administrative projects and duties as assigned

Qualifications

• High school diploma or equivalent required
• Strong organizational and multitasking abilities
• Excellent verbal and written communication skills
• Professional and client-focused demeanor
• Exceptional attention to detail
• Ability to prioritize responsibilities and work independently
• Willingness to learn new systems and processes

Technical Skills

• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• Adobe Acrobat or Foxit PhantomPDF
• General office technology and administrative software

Ideal Candidate

• Enjoys working in a professional office environment
• Takes pride in accuracy, organization, and customer service
• Comfortable with periods of independent work
• Able to stay productive and engaged during slower periods
• Looking for a stable, long-term opportunity rather than a fast-paced career ladder
• Values consistency, reliability, and work-life balance

What to Expect This is a traditional administrative support role. Workloads can vary throughout the day, with some periods being busier than others. The right candidate will be comfortable with a steady office environment, handling administrative tasks as they arise, and remaining available to support advisors and clients when needed.


To be transparent, this is somewhat of a "what you see is what you get" opportunity. The position offers a professional atmosphere, strong benefits, bonus potential, and long-term stability, but it is not structured for rapid advancement. The team is seeking someone who appreciates predictable expectations, enjoys supporting others, and is looking for a long-term home rather than the next step on a management track.


Why Join This Team? Join a respected financial services organization where professionalism, attention to detail, and client service are highly valued. You'll enjoy a supportive office environment, competitive benefits, bonus opportunities, gym membership reimbursement, and the opportunity to build a lasting career with a well-established local firm.


3 Ways to Apply

1. Apply directly through this posting
2. Call Alex Li directly: View phone number on click.appcast.io
3. Email your resume to:

#CHAMILOS


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Champaign, IL
2513
1001 North Mattis Avenue
Champaign, IL 61821