Administrative professional - education

Administrative Support Role at GMS Surgent

In a business focused on numbers, we know that it is our people who make up the true value of GMS Surgent, a tax practice within Hightower Advisors, a financial services company. We take pride in recruiting individuals who demonstrate note-worthy academic and professional achievement as well as a motivation to reach their full potential. To foster our collaborative, team-oriented environment, we have developed wide ranging education-focused training program that includes topical seminars, mentoring and on-the-job training.

Job Responsibilities

Provide comprehensive administrative support to executives, managers, and departments at GMS Surgent

Manage calendars, schedule meetings, and coordinate logistics

Prepare, edit, and format correspondence, reports, and presentations

Answer and route phone calls, emails, and internal communications

Maintain electronic and physical filing systems, including client and tax-related records

Assist with tax administration tasks such as client intake, document tracking, tax deadline coordination, and filing support

Order office supplies and coordinate with vendors as needed

Assist with expense reports, invoicing, and basic recordkeeping

Support internal projects and handle administrative tasks

Maintain confidentiality and professionalism in all interactions

Qualifications

High school diploma or equivalent required

Prior administrative or office support experience preferred, ideally in a professional service or tax environment

Strong organizational and time-management skills

Excellent written and verbal communication skills

Proficiency with Microsoft Office and standard office technology

Willingness and ability to learn new technologies, software platforms, and administrative tools used in tax and office operations

Ability to manage multiple priorities with accuracy and discretion

Professional office environment at GMS Surgent (in-office position)

Regular interaction with internal teams and external clients

Emphasis on reliability, adaptability, and attention to detail

Benefits

• Competitive benefits program
• Attractive health insurance package
• 401(k) plan with company match
• 17 days of paid time off
• Flexible summer hours to support work/life balance
• Base salary of plus d $35,000 $50,000 (exact base salary amount will be dependent on experience)

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Hightower Advisors