Job Description

A leading financial services firm in Chicago is seeking a highly organized and proactive Administrative Assistant to play a vital role in supporting its operations. This dynamic position blends administrative expertise, client service excellence, and financial administration, making it an exciting opportunity for someone looking to join the financial industry. Offering a competitive salary of $50,000 - 60,000 per year, remote flexibility, and comprehensive benefits, including health insurance and paid time off (PTO), this role provides the perfect foundation for a rewarding career in financial services.

Key Responsibilities of the Administrative Assistant:

• Provide essential administrative support, including document preparation, scheduling, and data management.
• Deliver exceptional client service, responding to inquiries, maintaining records, and processing requests with professionalism.
• Manage financial administrative tasks, such as account maintenance and transaction processing.
• Collaborate closely with advisors to ensure seamless client interactions and accurate documentation.
• Maintain strict compliance with industry regulations and company policies.

Qualifications of the Administrative Assistant:

• Bachelor's degree preferred, but not required.
• Strong organizational skills and attention to detail.
• Excellent communication and client service abilities.
• Proficiency in Microsoft Office and ability to quickly learn financial systems.
• Must obtain an Illinois insurance license within 90 days and pass the Series 6 exam within six months of hire.

P-3

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