What are the responsibilities and job description for the Administrative Assistant position at NorthStar Wealth Group?

Job Title : Administrative Assistant / Receptionist

Location : Rockford, IL (100% in-Office)

Employment : Full-Time 8 : 00a to 5 : 00p

About Us :

NorthStar Wealth Group, a franchise of Ameriprise Financial, was established in 2004 by founder Gabriel Chavez. NSWG is a private Wealth Advisory Practice with $1.1B in Assets Under Management. NorthStar has been recently recognized by AdvisorHub as the #4 Fast Growing Advisor nationally and by Forbes as a 2024 Best in State Teams. Our team is committed to professionalism, integrity, and exceptional service. We are seeking a highly organized and client-focused Administrative Assistant / Receptionist to join our Rockford office. This role is essential to maintaining a welcoming office environment and supporting our advisors and staff with administrative tasks.

Role Description

This is a full-time onsite role for a Receptionist / Administrative Assistant.

The Administrative Assistant / Receptionist serves as the first point of contact for clients and visitors, ensuring a positive and professional experience. This individual will manage front desk operations, coordinate office activities, and provide administrative support to advisors and staff.

The role will be responsible for :

Reception & Client Service :

Greet and assist clients and visitors in a professional and friendly manner.
Answer and transfer phone calls, taking messages when necessary.
Manage appointment scheduling and client reminders.

Administrative Support :

Assist in preparing documents, reports, and correspondence.

Manage incoming and outgoing mail, packages, and deliveries.

Order and maintain office supplies.

Some data entry

Office Coordination :

Ensure the reception area and office space remain clean and organized.

Assist with meeting preparations, which may include scheduling and materials setup.

Support advisors and staff with special projects and operational tasks as needed.

Qualifications & Requirements

Prior experience in an administrative, receptionist, or customer service role (preferably in a financial services or professional office setting).

Excellent communication, phone etiquette and interpersonal skills.

Strong organizational skills and attention to detail.

Ability to prioritize tasks efficiently

Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and ability to learn new systems.

Ability to handle sensitive information with discretion and confidentiality.

Must be able to pass a background check and fingerprinting.

High school diploma or equivalent required; associate’s or bachelor’s degree preferred.

Work Environment

This position is 100% in-office at our Rockford, IL location.

8am to 5pm office hours with occasional flexibility as needed.

How to Apply

Interested candidates should submit a resume and cover letter detailing their relevant experience and qualifications.

We are an equal-opportunity employer and value diversity in our workplace.

Compensation & Benefits

Starting Salary of $45,000

Opportunity to grow within the firm

Flexible Time Off

Health, Vision, and Dental Insurance

401(k) with Employer Contribution

Salary : $45,000

Apply for this job

Receive alerts for other Administrative Assistant job openings

Administrative Assistant

What are the responsibilities and job description for the Administrative Assistant position at NorthStar Wealth Group?

What is the career path for a Administrative Assistant?

Not the job you're looking for? Here are some other Administrative Assistant jobs in the Rockford, IL area that may be a better fit.

We don't have any other Administrative Assistant jobs in the Rockford, IL area right now.

AI Assistant is available now!