FULL-TIME ADMINISTRATIVE PROFESSIONAL

Recognized by Forbes as a best-in-state financial securities practice, our mission is to bring clarity to what’s possible for our clients' financial future. We develop a comprehensive plan designed to help clients achieve their most important goals - to get them from where they are, to where they want to be.

We are seeking an initiative-driven, detail-oriented individual with administrative experience to provide administrative support for a fast-paced financial service practice in Lombard, IL. The ideal candidate will have a commitment to serving others and a desire for professional growth. With direction from the Director of Operations, Administrative Assistant will be responsible for scheduling client appointments, managing the client database system, assisting with team projects, and more.

Administrative Support

Organize and maintain Financial Advisor calendars, including scheduling appointments and sending meeting confirmations

Arrange comprehensive travel logistics for Advisors, including flights, accommodations, ground transport, and detailed travel itineraries

Add, manage and maintain updated information for all client CRM records

Prepare and edit documents, reports, and presentations as needed

Assist with administrative functions such as faxing, scanning, processing mail, and maintaining and ordering office supplies

Coordinate event planning for firm functions, meetings, and conferences

Provide additional administrative support to Advisors and team members as needed

Manage incoming calls, emails, and correspondence, ensuring timely responses and prompt redirection of inquiries to appropriate team member

Collect required information from clients and add to digital client file folder and CRM system

Schedule and track client meetings with estate planning attorneys

Strong organizational and time‑management skills

Associates/post‑secondary degree or equivalent work experience

3-5 years of office administrative experience

Scheduling and calendar management experience

Proficient in Microsoft Office 365 - Outlook, Word, Excel, and PowerPoint

Prior experience in financial services, wealth management or similar field

Experience with CRM client management software

Full‑time

Administrative

#