What are the responsibilities and job description for the Administrative Assistant position at Wealth Preservation Group?
Administrative Assistant
Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? Dowling Financial Services and Wealth Management, a financial services firm in Mokena, IL, has an opening for an Administrative Assistant. This role will be 35-40 hrs/wk depending on the candidate. And this is far more than just another job opportunity!
When it comes to choosing your next opportunity, you may be wondering what to expect. If you join our team, we provide:
- 401(k) with match
- Health insurance options available
- Paid time off
Now, you’re probably wondering a little more about what we need, so here it is:
- Prior Office Management/Administrative Experience (Required)
- Proficiency with Microsoft Office suite (Required)
- Prior Experience Working in Financial Industry (Preferred)
- Ability to communicate verbally and in writing
- Ability to learn and adapt to changes
Want some more specifics? If you join the Dowling Financial Services and Wealth Management team, here’s what you’ll be doing:
- Set and confirm calendar appointments
- Greet consumers on the phone and in person with a warm and welcoming approach
- Answer incoming calls and transfer all calls to the appropriate personnel
- Communicate with clients on behalf of financial advisor and firm
- Track prospect-to-client process
- Assist with coordination and execution of marketing campaigns and events
- Work with financial advisor throughout marketing process to ensure compliance and approval for all consumer-facing components (mail pieces, emails, handouts, presentation slides, etc.)
- Assemble meeting preparation documents pertaining to the client/prospect
- Collect all vital information for all paperwork
- Enter client information into the CRM system
- Perform other clerical duties such as filing, photocopying, collating, faxing etc.
- Maintain and organize office files and documentation
- All other duties as assigned
Now that you know a little more about us and what we’re looking for, it’s time for you to tell us about you. Reach out to us ASAP because you just might be exactly who we’re looking for!
Pay: $19-22/hr
Job Types: Full-time, Part-time
Pay: $19.00 - $22.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- Day shift
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Mokena, IL 60448: Reliably commute or planning to relocate before starting work (Required)
Education:
- High school or equivalent (Required)
Experience:
- Administrative: 3 years (Required)
- Microsoft Office: 3 years (Required)
Work Location: One location
Salary : $19 - $22