BCI - Brokerage Consultants Inc is hiring: Administrative Assistant in Napervill

Administrative Assistant | Naperville, IL A family-owned wealth management company offering financial life coaching and comprehensive planning to individuals and families is looking to hire an Administrative Assistant. This role will be essential in supporting one of the firm's top Wealth Advisors. Responsibilities: Provide administrative support by managing phone calls, emails, and inquiries Coordinate schedules, appointments, and meetings Assist with organizing company-sponsored events and meetings Handle confidential information with discretion and professionalism Process account-related tasks, including new accounts, transfers, contributions, redemptions, and beneficiary changes Schedule and coordinate client meetings for the Wealth Advisor, managing operational tasks as needed Input client data and manage paperwork using CRM templates for onboarding and client servicing Assist clients with account-related needs and schedule annual reviews, gathering necessary information Requirements: Bachelor's degree, required 2 years of experience in wealth management, securities, or financial planning industry Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Familiarity with Redtail CRM; a plus Strong organizational and multitasking abilities Detail-oriented with a high level of accuracy Outstanding verbal, written, and interpersonal communication skills Familiarity with common client servicing needs within financial planning/investment firms Our client offers a broad target base salary range of $50,000 to $80,000, with the possibility of some flexibility. The actual salary will be determined by various factors, including skill set and experience.