6 Client Services Assistant I / Office Administrator - Northcenter Chicago Jobs in Chicago, IL
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Client Services Assistant I / Office Administrator - Northcenter Chicago
$52k-68k (estimate)
Full Time
6 Days Ago
Savant Wealth Management is Hiring a Client Services Assistant I / Office Administrator - Northcenter Chicago Near Chicago, IL
Job DetailsJob Location
Chicago IL Northcenter - Chicago, IL
Position Type
Full Time
Job Shift
Day
DescriptionAs a key member of the Client Services Team, the Client Services Assistant / Office Administrator plays a vital role in ensuring smooth office operations and delivering exceptional client experiences. Duties may include but are not limited to professionally answering and directing telephone calls, greeting, and seating our clients, scheduling meetings, maintaining calendars, assisting with general office tasks, collaborating with team members in preparing client reports, and serving as a trusted resource to assist employees, clients, and visitors. In addition, may oversee daily report and meeting packet workflow and process incoming check deposits, all while maintaining a positive attitude and client-centric approach with a keen eye for details.
The Client Services Assistant / Office Administrator is responsible for collaborating with the Client Services Team in the following areas:Front Desk/Office Support
If you want to be part of a culture that is defined through strong values - Savant is right for you.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.Any combination of equivalent education and work experience will be considered.Savant Capital, LLC is an Equal Opportunity Employer
Chicago IL Northcenter - Chicago, IL
Position Type
Full Time
Job Shift
Day
DescriptionAs a key member of the Client Services Team, the Client Services Assistant / Office Administrator plays a vital role in ensuring smooth office operations and delivering exceptional client experiences. Duties may include but are not limited to professionally answering and directing telephone calls, greeting, and seating our clients, scheduling meetings, maintaining calendars, assisting with general office tasks, collaborating with team members in preparing client reports, and serving as a trusted resource to assist employees, clients, and visitors. In addition, may oversee daily report and meeting packet workflow and process incoming check deposits, all while maintaining a positive attitude and client-centric approach with a keen eye for details.
The Client Services Assistant / Office Administrator is responsible for collaborating with the Client Services Team in the following areas:Front Desk/Office Support
- Serve as primary back-up to Receptionists and other Client Services Assistants
- Professionally answer and direct incoming telephone calls
- Professionally greet and assist visitors in support of other team members
- Ensure conference rooms and lobby areas meet Savant standards (stock necessary supplies, appropriate cleanliness and visually welcoming)
- Execute opening and closing procedures for phones and doors.
- Shredding of client documents as directed
- Prepare annual review meeting packets
- Assist with beneficiary form updates
- Schedule and organize meetings as requested by the CSRs or manager
- Work as part of the MySavant Portal administrator team to create client portals and troubleshoot problems
- Provide support to Client Services Representatives
- Create Office Master Calendar
- Confirm next day appointments
- Process incoming checks across all custodians and review deposits prepared by other team members for accuracy prior to processing
- Utilize technology to perform a variety of tasks including navigating Salesforce for client information
- Process requests for client gifts
- Prepare and print materials for team and client use
- Open and sort incoming mail
- Prepare and process UPS shipments an order UPS supplies
- Assemble, print, and/or bind client reports for meetings or mailings
- Inventory office supplies, and order supplies as needed
- Assist in coordinating RSVPs, set up, and planning for all local client or team events
- Serve as a liaison with property management vendors for facilities issues
- Coordinate various projects as needed
- Maintain team approach by assisting and filling in for others when necessary
- Deliver superior client service—troubleshoot problems, schedule and organize meetings, serve as liaison between Advisor, CSR and client as needed
- Perform a variety of computer functions, including populating and maintaining appropriate client CRM documentation
- Administration and troubleshooting of Zoom presentations/meetings
- Perform other duties as requested
- This position is based in our Northcentral Chicago, IL office at 4040 N. Lincoln Ave Chicago, IL 60618
- This position is a fully in-person position, working Monday - Friday, 8:00AM - 5:00PM. Because of this, you must have reliable transportation and live within 50 minutes of our office.
- This is a full-time position, with a minimum expected hour amount of 40 hours per week.
- An associate's degree from an accredited college or university is highly preferred, all candidates must have at least an High School Diploma or equivalent to be considered.
- You will have both a stable work history, and proven success and tenure in an administrative support function, related to front office administration.
- Proficiency in Word, Excel, Outlook, CRM software & PowerPoint, Salesforce experience is a bonus
- Must be organized, detail-oriented and able to multitask
- Outgoing and bubbly personality with a client first attitude
- Effective verbal and written communication skills
- Team player, collaborative, able to work with and through others
- We are a growing firm, with opportunities for future growth and advancement in your role.
- We offer health, vision, dental, and 401K benefit options for you and your family.
- We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
- Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
If you want to be part of a culture that is defined through strong values - Savant is right for you.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.Any combination of equivalent education and work experience will be considered.Savant Capital, LLC is an Equal Opportunity Employer
Job Summary
JOB TYPE
Full Time
SALARY
$52k-68k (estimate)
POST DATE
09/11/2024
EXPIRATION DATE
10/08/2024
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