What are the responsibilities and job description for the Administrative Assistant position at Confidential Wealth Management Company?
POSITION OVERVIEW
A confidential wealth management team is seeking an initiative-driven, detail-oriented individual with administrative experience to support the operations of a fast-paced financial service practice in Lombard, IL. This role is critical to the client experience and requires a high degree of follow-through, strong interpersonal skills and organizational capability. The ideal candidate will have a commitment to serving others and desire for professional growth.
With direction from the operations team lead, The Administrative Assistant will be responsible for scheduling client appointments, managing the client database system, executing team marketing strategies and more.
JOB RESPONSIBILITIES
Schedule & Correspondence Support
- Manage advisor’s calendar; anticipate and adjust any overlap, look to fill slots according to ideal calendar, consistently keep calendar booked at least two weeks out
- Make phone calls to clients to schedule appointments, send meeting confirmations and manage reschedules and cancellations as necessary
- Maintain systematized email process; file, assign tasks, and manage follow-ups as appropriate
- Answer phones and check voicemails
- Assist with administrative functions including faxing, scanning, processing mail, and ordering supplies
- Schedule and track client meetings with estate attorneys
CRM Workflow Management
Marketing Strategy & Social Media Management
Operations Backup Support
IDEAL CHARACTERISTICS
REQUIRED QUALIFICATIONS
PREFERRED QUALIFICATIONS
COMPENSATION & BENEFITS
Competitive salary and a full range of benefits including medical, dental, vision, 401k, long-term disability, group life insurance, paid maternity / paternity leave, license / credential reimbursement, continuing education and more.
