BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
(1116-2)

Job Type:
Permanent

Title:
Administrative Assistant/Receptionist (Wealth Management/Insurance) (1116-2)

Location:
Deerfield, IL area

Description:
Answer/route phone calls; greet guests as they arrive; sort/distribute mail
Work with broker/dealer compliance department to obtain approval on
marketing/written material; coordinate printing marketing material; maintain
newsletter email distribution list
Manage office supply inventory/purchasing
Help coordinate staff birthday parties/office celebrations
Communicate with building regarding minor maintenance items
Assist staff accountant in itemizing bills
Assist with organization/cleanliness of reception area/copy room/kitchen
Collect/organize post-meeting notes/thank-you cards
Maintain CEO contacts; create daily/weekly call lists for CEO
Work closely with Executive Assistant to CEO assisting with daily tasks as
needed
Other duties assigned as needed

REQUIREMENTS:
Prior reception/administrative experience preferred
Proficiency with Microsoft Office Suite required; experience with insurance
agency management software preferred
Outgoing/friendly/warm personality; team player; able to juggle multiple tasks
and re-evaluate priorities; strong organizational skills; detail orientation;
follow-up/time management skills; strong written/verbal communication skills

Category:
Asset Management // Insurance // Miscellaneous

Contact:
jordan@bcius.com