Client Experience Administrative Specialist

Merit Financial Group; Barrington (IL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical Insurance

Dental/Vision Insurance

Life & Personal Accident Insurance

Short-term Disability Insurance

Long-term Disability Insurance

FSA/HSA or Dependent Care FSA

401(k) Plan with company matching

PTO and paid holidays

Job summary

Merit Financial Group seeks an Administrative Specialist to maintain office organization and provide warm client service. You will handle phone work, scheduling, and coordination with advisors, while supporting event planning and general office operations.

The role emphasizes strong communication, professionalism, and confidentiality, with a team-oriented environment at Merit. Compensation is competitive and benefits are provided based on experience.

Qualifications

• 1-2 years of front office experience is required or preferred.
• Able to organize, prioritize and handle multiple tasks.
• Excellent written and verbal communication skills; professional demeanor.
• Excellent teamwork, time management and organizational skills.
• Energetic, outgoing personality when interacting with guests and team members.
• Demonstrates integrity, professionalism and confidentiality.
• Proficiency with Microsoft Office Suite or related software.

Responsibilities

• Greet clients warmly and engage with them; offer refreshments.
• Answer phones and transfer calls to the correct contacts.
• Schedule client reviews through Salesforce; coordinate with advisors.
• Manage conference room scheduling and office calendars.
• Coordinate with Client Service and advisors on action items from reviews.
• Be the point-of-contact with Building Maintenance for office needs.
• Coordinate maintenance on office equipment with vendors.
• Order and maintain office supplies; support work room operations.
• Assist with event planning and arrange hospitality for in-office meetings.
• Send client gifts as requested by team members.
• Contribute to special projects; adapt to evolving responsibilities.

Skills

Front office experience

Organization & prioritization

Communication skills

MS Office proficiency

Teamwork

Integrity & confidentiality

Tools

Microsoft Office Suite

Job description

Merit Financial Group seeks an Administrative Specialist to maintain office organization and provide warm client service. You will handle phone work, scheduling, and coordination with advisors, while supporting event planning and general office operations.

The role emphasizes strong communication, professionalism, and confidentiality, with a team-oriented environment at Merit. Compensation is competitive and benefits are provided based on experience.