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Hoffman Estates, IL
The Administrative Specialist position is a critical support role for our
firmís clients and Financial Advisors. The primary function of the
Administrative Specialist is to organize and oversee a wide range of recurring
operational and administrative activities related to wealth management. These
duties include the continuous evaluation and improvement of the firmís
Process management along with Manager of Client Experience
Client communication, scheduling, and follow-up (back up to Receptionist)
Preparation of recurring operational reports for team members
Preparation and processing of account documentation and client meeting
Maintenance of the firmís regulatory books and records requirements
Support of a wide range of client relationship and service initiatives
Support of a wide range of compliance activities and electronic archives
Event planning and execution
Previous financial services industry experience
Must have strong MS Office Suite background (Excel, Word, PowerPoint)
Ability to adapt to new specialized client service software
Must demonstrate a career focus in operations and administration
Exceptional organization and communication skills