Financial Services Administrative & Client Support

Ark Wealth Partners; Lombard (IL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary and benefits package

Opportunities for professional growth and development

Supportive and collaborative work environment

Job summary

A financial services firm in Lombard, IL is seeking a detail-oriented Administrative Assistant to provide essential support in managing schedules and client communications. The ideal candidate will have strong organizational and interpersonal skills, a post-secondary degree or equivalent experience, and proficiency in Microsoft Office 365. The role is full-time and offers competitive salary and benefits, as well as opportunities for professional growth in a collaborative environment.

Qualifications

• 3–5 years of office administrative experience.
• 3–5 years of client service experience.
• Scheduling and calendar management experience.

Responsibilities

• Organize and maintain Financial Advisor calendars.
• Manage incoming calls, emails, and correspondence.
• Help schedule client meetings with estate planning attorneys.

Skills

Strong written and oral communication skills

Excellent interpersonal skills

Strong organizational and time-management skills

High attention to detail and follow-through

Ability to work with a high degree of accuracy and autonomy

Willingness to learn and grow

Education

Associates/post-secondary degree or equivalent work experience

Tools

Microsoft Office 365

Job description

A financial services firm in Lombard, IL is seeking a detail-oriented Administrative Assistant to provide essential support in managing schedules and client communications. The ideal candidate will have strong organizational and interpersonal skills, a post-secondary degree or equivalent experience, and proficiency in Microsoft Office 365. The role is full-time and offers competitive salary and benefits, as well as opportunities for professional growth in a collaborative environment.