Wealth Management Admin & Operations Coordinator

Staffmark Group; Deerfield (IL); On-site; USD 26,174 - 34,440; Full time

Benefits offered by this job

Competitive Weekly Pay

Comprehensive Benefits

Life and Disability Insurance

Optional 401(k) Plan

Job summary

Staffmark Group in Deerfield, IL is seeking an Administrative Operations Coordinator - Wealth Management to support multiple advisor teams in a fast-paced office. You will organize schedules, prepare confidential client correspondence, and manage document workflows with accuracy and discretion.

Strong attention to detail and proficiency in Microsoft Office are essential as you juggle multiple priorities, meetings, and deadlines in a professional environment.

Qualifications

• High school diploma or GED required.
• Associate degree or higher in Business Admin, Finance, Accounting, or related field preferred.

Responsibilities

• Provide administrative and operational support to advisor teams in a wealth management environment.

Skills

Organizational skills

Multi-tasking

Communication

Attention to detail

Discretion with confidential info

Education

High school diploma or GED

Associate degree or higher

Tools

Microsoft Office Suite

Job description

Staffmark Group in Deerfield, IL is seeking an Administrative Operations Coordinator - Wealth Management to support multiple advisor teams in a fast-paced office. You will organize schedules, prepare confidential client correspondence, and manage document workflows with accuracy and discretion.

Strong attention to detail and proficiency in Microsoft Office are essential as you juggle multiple priorities, meetings, and deadlines in a professional environment.