Overview
Administrative Assistant | Wealth Management Jobs in Hinsdale, Illinois, USA at Connect Search
A highly successful boutique financial planning and wealth management advisory is hiringAdministrative Assistant / Operations Specialist. This operational support role focuses on fielding phone calls from clients, calendar management, opening accounts, processing firms, money movement, trades, etc. The goal is to streamline operations for the firm’s Financial Advisors and provide an excellent client experience.
Keys to an interview:
Administrative Assistant | Wealth Management
At least 3-4 years’ administrative support and client service experience
Proficiency in MS Office Suite
Interest in working for a Financial Planning and Wealth Management Advisory. Prior related industry experience nice to have, but not required.
Key responsibilities:
Administrative Assistant | Wealth Management
Providing exceptional administrative support to our Advisor team.
Managing client communications withprofessionalismand efficiency.
Assisting with client onboarding and handle necessary documentation.
Ensuring smooth and seamless daily operations.
Title: Administrative Assistant | Wealth Management
Company: Connect Search
Location: Hinsdale, Illinois, USA
Category: Administrative/Clerical, Finance & Banking
