Ark Wealth Partners · 22 hours ago
Administrative Assistant
Lombard, IL
Full-time
Onsite
Mid Level
3+ years expArk Wealth Partners is recognized by Forbes as a best-in-state financial securities practice, dedicated to helping clients achieve their financial goals. The Administrative Assistant will provide essential support in scheduling appointments, managing client databases, and assisting with team projects to enhance the client experience.
Financial Services
Responsibilities
Organize and maintain Financial Advisor calendars, including scheduling appointments and sending meeting confirmations
Arrange comprehensive travel logistics for Advisors, including flights, accommodations, ground transport, and detailed travel itineraries
Add, manage and maintain updated information for all client CRM records
Prepare and edit documents, reports, and presentations as needed
Maintain updated activity tracking for all tasks, calls, appointment outcomes and corresponding meeting notes
Assist with administrative functions such as faxing, scanning, processing mail, and maintaining and ordering office supplies
Coordinate event planning for firm functions, meetings, and conferences
Provide additional administrative support to Advisors and team members as needed
Manage incoming calls, emails, and correspondence, ensuring timely responses and prompt redirection of inquiries to appropriate team member
Collect required information from clients and add to digital client file folder and CRM system
Schedule and track client meetings with estate planning attorneys
Implement estate planning recommendations (updating account titles, beneficiaries, etc.)
Qualification
Required
Associates/post-secondary degree or equivalent work experience
3-5 years of office administrative experience
3-5 years of client service experience
Scheduling and calendar management experience
Proficient in Microsoft Office 365 – Outlook, Word, Excel and PowerPoint
Preferred
Prior experience in financial services, wealth management or similar field
Experience with CRM client management software
Benefits
Competitive salary and benefits package
Opportunities for professional growth and development
A supportive and collaborative work environment
Company
Ark Wealth Partners
Our mission is to bring clarity to what’s possible for your financial future. To get you from where you are, to where you want to be.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase