Overview
Administrative Associate Jobs in Chicago, Illinois, USA at CMC Consultants
Administrative Associate
Client Relationship Management (CRM) Experience
Chicago, IL – Near All Trains
Do you enjoy being an administrative associate of a savvy, think tank team?
CLIENT
Our client is a thriving, full-service, private family office that isseeking a talented Administrative Associate. The office fosters acollaborative,forward-thinkingculture. Withcutting-edge technology, complex business structures, andchallengingnew initiatives, they provide the foundation for meaningful contribution and professional success.
POSITION
The Administrative Associate will report to the Chief Relationship Officer. The role provides essential administrative support to fifteen professionals on the Wealth Advisory Team. This role will include assisting the team in optimizing and maintainingclient relationshipmanagement (CRM) data and processes. The successful candidate will drive communications with family members, employees and business partners of the private family office.
KEY RESPONSIBILITIES
Organizing and maintaining client files with confidentiality and care
Serving as point of contact for CRM-related issues including maintaining the system and operational efficiency
Updating contact information and generating reports
Managing and scheduling in-person and virtual meetings
Collaborating and supporting the Wealth Advisory team on various client matters
Make all necessary travel arrangements and itineraries for meetings, conferences, and client visits
Assist with administration of private foundations
Special projects and specific research
THE PERSON
The ideal candidate will be intellectually curious, detail-oriented, resourceful, have a working knowledge of investment terminology and be able to manage multiple priorities.
Desired personal skills and qualifications include:
High-functioning organization and time management skills
Significant experience working in CRM applications including the ability to analyze CRM processes for enhanced performance
Excellent aptitude for technology skills;
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook and Team), Zoom and SharePoint, and Adobe products is a plus
Embraces a rapidly changing environment and exhibitsflexibility
EDUCATIONAL REQUIREMENTS
A minimum of 5 years of experience in financial services
An interest in personal financial planning
A bachelors degree is preferred
Our client offers employeesflexibilityand acomprehensive benefits package, including health insurance,disability insurance, life insurance, flexible spending plans, parental leave and 401(k).
Please send a resume with a detailed cover letter to
Title: Administrative Associate
Company: CMC Consultants
Location: Chicago, Illinois, USA
Category: Administrative/Clerical, Business
