Logo
TalentWealth

Administrative Assistant

TalentWealth, Warrenville, Illinois, United States, 60555


TalentWealth Recruiting , a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent wealth management firm with over $500MM AUM based in Warrenville, IL is hiring an Administrative Assistant to their growing team.The administrative assistant mainly handles four areas of responsibility:Front Desk ReceptionOffice ManagementExecutive Assistant dutiesEvent PlanningThis position would be mainly in-office Monday-Friday (standard business hours) with the occasional remote work day. He offers competitive compensation and benefits, including health insurance, 401k plan w/ employer match, paid time off, and quarterly bonuses.Essential Duties and Responsibilities:Support the firm to further develop and enhance existing client relationships.Act as a key first point of contact for clientsAssist with scheduling of client meetingsPrepare client meeting materialsOrder supplies and work with vendorsAct as a project manager in the planning of client eventsAssist Client Advisory team as neededManage workflow and prioritize projectsOther duties as neededRequirementsBachelors degree preferredA minimum of 3+ years in an administrative, executive assistant, or client service role.Excellent interpersonal, communication, presentation, and listening skillsStrong problem-solving skillsDetail-oriented, accurate, organized, able to set priorities, self-starterPassionate about doing what is best for clients and limiting conflicts inherent in the broader industryTeam player, collaborative, able to work with and through othersDesire/ability to work successfully in a small company environmentProficiency with Word, Excel, PowerPointThis practice offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth.