Administrative Assistant

Job Description

Job Title: Administrative Assistant

Location: Deerfield, IL

Duration: 12 months + Possibility to Extend and/or Convert to FTE

Pay Rate: $22/HR (W2 Only)

Job/Role Description:

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• This role provides administrative support to multiple advisor teams within a fast-paced Central Operations environment focused on helping clients achieve their personal financial goals.
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• The position involves a wide range of operational and administrative tasks including preparation and handling of confidential materials, document management, expense reporting, and time-sensitive processes.
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• This position will ensure high-quality support through strong organization, attention to detail, and responsiveness to team needs in a collaborative setting.
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• Provide administrative support to multiple advisor teams including preparation, review, and editing of confidential correspondence
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• Perform document scanning, management, and archiving across multiple systems
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• Prepare travel expense and billing allocation reports
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• Handle preparation and processing of time-sensitive quarterly client tax payments
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• Support miscellaneous administrative projects as needed
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Required Qualifications

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• Strong technology skills including working knowledge of Microsoft Word, Excel, and Outlook
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• Ability to work in a fast-paced environment and think clearly under pressure
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• Excellent communication skills with a team-focused approach
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• Extremely organized and detail-oriented
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• Experience with front desk reception or similar administrative support
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• Proven ability handling confidential and sensitive information
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• Experience managing competing priorities and deadlines
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• Background in scanning and digitizing documents along with electronic archiving
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• Experience preparing and reconciling travel and expense reports
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• Familiarity with time-sensitive tax-related processes
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• Reliability and understanding that the role is almost exclusively operational with no client interaction
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• Strong ability to support advisor teams with administrative and operational tasks
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