Client & Operations Administrator

Wealth Financial Services & Tax Advisory; Buffalo Grove (IL); On-site; USD 45,000 - 50,000; Full time

Job summary

A leading financial services firm is seeking a Client & Operations Administrator to maintain smooth operations and support their client-focused team. This entry-level position offers an engaging environment where you will handle front-desk responsibilities, manage inquiries, and assist with administrative projects.

Benefits

15 PTO days and 10 national holidays

8 hours of Paid Volunteer Time

100% company-sponsored health insurance

50% covered health insurance for dependents

401k plan after one-year anniversary

Company and individual-based bonuses

Qualifications

• Highly organized and resourceful.
• Experience handling multi-channel inquiries.
• Passionate about supporting a client-first team.

Responsibilities

• Front-desk reception duties.
• Handling multi-channel inquiries.
• Managing calendars and client support.

Skills

Organizational skills

Team collaboration

Client support

Job description

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Wealth Financial Services & Tax Advisory provided pay range

This range is provided by Wealth Financial Services & Tax Advisory. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $50,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Wealth Financial Services & Tax Advisory

Chief Executive Officer | Wealth Financial Services & Tax Advisory | We’re Hiring Financial Advisors | Tailored Investment Strategies To Help Build &…

We’re Hiring: Client & Operations Administrator

At WFSTA, we help our clients live today and plan for tomorrow. The Client & Operations Administrator plays a key role in making that possible.

We're looking for someone who thrives in a dynamic environment, takes pride in creating a welcoming atmosphere, and is passionate about supporting a team that puts clients first. As the first point of contact for our office, you'll ensure smooth day-to-day operations and uphold the high standards that define our firm.

If you're highly organized, resourceful, and enjoy being at the heart of a collaborative team, we’d love to hear from you.

• Front-desk reception
• Multi-channel inquiry handling
• Calendar coordination & client support
• Office and supply management
• Administrative projects & process improvement

As a Client & Operations Administrator, you will be eligible to participate in benefit plans and programs in effect from time to time, including:

• Fifteen (15) Personal Time Off (PTO) days and ten (10) national holidays per calendar year.
• Eight (8) hours of Paid Volunteer Time annually to allocate toward volunteer opportunities within the community.
• 100% WFSTA-sponsored Health insurance for employee.
• Health insurance for your spouse or dependents is available and will be covered 50% of cost by WFSTA and 50% at your expense.
• WFSTA-sponsored 401k plan beginning in the next quarter following your one-year anniversary.
• Company and individual-based bonuses dependent upon role.

Sound like you or someone you know? Apply now or share this post!

Client & Operations Administrator at Wealth Financial Services & Tax Advisory

If you have any questions, please feel free to reach to [e-mail]

#WFSTA #Hiring #OfficeAdministrator #OperationsAdmin #ClientExperience #TeamSupport #JobOpening

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

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