Administrative Assistant

Harrison Gray Search has partnered with a premier investment management firm seeking a motivated administrative professional with strong client service skills, excellent communication, and the ability to build meaningful relationships. The Administrative Assistant role is integral in supporting financial professionals and leadership, contributing to the expansion of a growing wealth management platform. The position offers an exciting opportunity to collaborate with investment teams and assist in delivering exceptional service to a diverse client base in Chicago, IL.

Key Responsibilities:

• Partner with financial advisors to enhance efficiency and productivity by managing essential service and support functions.
• Prepare advisors for client and prospect meetings by organizing reports, presentations, and meeting materials.
• Provide a high-touch client experience by coordinating and setting up on-site meetings with professionalism and attention to detail.
• Oversee scheduling and calendar management, ensuring seamless coordination of meetings and appointments.
• Act as a primary point of contact for client inquiries and administrative requests, responding with urgency and precision.
• Maintain proactive communication with advisors to stay aligned with business priorities and client needs.
• Develop strong relationships with clients and their trusted professionals, demonstrating responsiveness and a commitment to high-quality service.
• Work collaboratively with internal teams, including administrative staff, associates, and management, to achieve business goals and execute projects effectively.
• Assist with office event planning, including attending strategy discussions, managing outreach efforts, and handling logistics.
• Manage office operations, including supply orders and facilities coordination.
• Perform general administrative functions such as correspondence, phone coverage, database management, expense reporting, and travel arrangements.
• Support team initiatives through data entry, tracking, and coordination.
• As expertise grows, take on other projects of increasing responsibility to further enhance business development and client servicing efforts.

Qualifications:

• Minimum of 1 year of experience in an administrative or executive support role within a corporate or professional setting.
• Ability to manage multiple tasks and deadlines efficiently in a dynamic, fast-paced environment.
• Strong verbal and written communication skills to support a high-touch client experience.
• Exceptional time management and organizational abilities.
• A client-centric mindset with a keen attention to detail.
• A collaborative team player who thrives in a structured yet challenging environment.
• Proficiency in Microsoft Office; familiarity with Salesforce is a plus.

This role is ideal for individuals looking to advance in a professional environment where client service and operational excellence are paramount.

Compensation & Benefits:

• Medical, Dental, Vision and 401k
• Hybrid work model
• Flexible time off policy
• Base compensation for this role is $62,000-$68,000. This role is overtime eligible (standard hours are 8 am - 5 pm CT).