Administrative Assistant, Wealth Management Office (In-Person)

Sanctuary Wealth Group LLC; Chicago (IL); On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Competitive base salary

Employer covered benefits package

401(k) match

Paid time off + holidays

On-the-job training

Work-life balance

Job summary

Burnham Harbor Private Wealth is seeking an Administrative Assistant to provide dependable administrative, operational, and office support for a growing advisory team in Chicago, IL. The role involves assisting with account openings, money movement, calendar management, document preparation, and client-focused services.

You will help create a polished, organized environment for clients, advisors, and staff, while demonstrating coachability, high organization, and proactive collaboration in a

Qualifications

• 0-2 years of experience in administrative support, office coordination, reception, customer service, professional services or related environment.
• Experience in a wealth management or financial services setting strongly preferred
• Coachable mindset with a willingness to learn new processes and grow within a wealth management practice
• Strong written and verbal communication skills with a professional presence
• Excellent organizational skills to manage calendars, documents, deadlines, and priorities
• High attention to detail when preparing correspondence, maintaining records, entering data, and organizing files
• Confidential information handling with discretion
• Ability to work independently while supporting multiple teammates
• Proficiency with Microsoft Office including Outlook, Word, Excel, PowerPoint, and Teams
• Experience with scheduling, email management, digital filing, document prep, and office tech

Responsibilities

• Oversee day-to-day administrative tasks to help the office operate smoothly
• Assist with new account openings, account maintenance, and money movement requests
• Organize digital and physical files, records, and internal documents
• Prepare and update business documents, correspondence, spreadsheets, and presentations
• Handle data entry, document scanning, filing, mail distribution, and clerical needs
• Monitor office supplies and shared spaces to maintain a professional environment
• Support internal team with routine requests and special projects
• Coordinate calendars, appointments, internal meetings, and conference room scheduling
• Prepare meeting materials, agendas, handouts, and follow-up notes
• Route incoming calls, messages, and inquiries to the right team member
• Welcome clients, visitors, vendors, and guests professionally
• Draft and organize routine emails, letters, memos, and internal communications
• Track reminders, deadlines, and recurring administrative items for timely follow-through
• Create organized first impressions for clients and visitors
• Assist with client-facing materials, events, mailings, and hospitality
• Arrange logistics for team meetings, client appointments, trainings, and internal events
• Maintain accurate contact information and client records
• Support onboarding logistics for new hires and clients
• Identify small process improvements for better organization and efficiency

Skills

Administrative support

Office coordination

Communication skills

Organizational skills

Attention to detail

Discretion with confidential info

Independent work

MS Office

Scheduling

Email management

CRM familiarity

Education

Bachelor’s or Associate degree

Tools

CRM systems

E-signature tools

Document management tools

Job description

Burnham Harbor Private Wealth is seeking an Administrative Assistant to provide dependable administrative, operational, and office support for a growing advisory team in Chicago, IL. The role involves assisting with account openings, money movement, calendar management, document preparation, and client-focused services.

You will help create a polished, organized environment for clients, advisors, and staff, while demonstrating coachability, high organization, and proactive collaboration in a