Administrative Assistant: Client Services & Office Operations

Gresham Partners; Chicago (IL); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Employer Paid Life Insurance

Employer Paid Short Term Disability

Optional Life Insurance

Long Term Disability

Spousal & Child Life Insurance

401(k) Employer Match

15 Vacation Days

5 Sick Days

1 Floating Holiday

Education Reimbursement Programs

Job summary

Gresham Partners, a Chicago-based wealth management firm, is seeking an Administrative Assistant to support Administrative and Client Service Teams. The role offers exposure to office operations, meeting materials, and client-facing activities that contribute to efficient service delivery.

Ideal candidates bring 1–3 years of administrative or customer service experience, a detail-oriented mindset, and strong communication skills.

Qualifications

• 1–3 years of administrative or customer service experience preferred.
• Experience in professional services is a plus; financial services experience is helpful but not required.
• Eager to learn new systems, processes, and administrative responsibilities.

Responsibilities

• Provide day-to-day administrative support across the Administrative and Client Service Teams.
• Assist with calendar scheduling, meeting coordination, and appointment changes as assigned.
• Assist with preparing client meeting materials, including agendas, meeting books, letters, memos, and presentations.

Skills

Attention to detail

Written communication

Verbal communication

Discretion and confidentiality

Team collaboration

Customer service

Learning new systems

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Job description

Gresham Partners, a Chicago-based wealth management firm, is seeking an Administrative Assistant to support Administrative and Client Service Teams. The role offers exposure to office operations, meeting materials, and client-facing activities that contribute to efficient service delivery.

Ideal candidates bring 1–3 years of administrative or customer service experience, a detail-oriented mindset, and strong communication skills.