Part-Time Admin Assistant - Deerfield, IL
On-site
Core
First point of contact for clients and callers, managing front desk operations and providing administrative support to financial advisors.
Role type
Administrative Assistant
Builds
Client experience and operational support for financial advisors
Domain
Financial Services
Deliverable
dashboards & analysis
Required skills
Verbal and written communication, Organization, Multitasking, Microsoft Office proficiency, Customer service mindset
Responsibilities
Greet and welcome clients, Answer and direct phone calls, Manage scheduling and appointments, Perform filing and data entry, Order office supplies, Process mail and deliveries, Coordinate travel and meeting logistics, Support client-facing events and marketing efforts
Seniority
Individual Contributor