FULL-TIME ADMINISTRATIVE PROFESSIONAL
Ark Wealth Partners
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
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