Administrative Assistant

7 days ago


Oakbrook Terrace, United States Ameriprise Financial Full time

Position title**:Administrative Assistant**

Position Description:
Step into an instrumental role as an Administrative Assistant with Ardent Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Assist in daily business operations. The administrative assistant supports the many different tasks for which the practice is responsible.

This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar.

Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties as assigned by the advisors. This position has long term career opportunities within the operations division.

**Position Functions**:

- Prepare correspondence for advisor signature
- Copy and track all client and practice materials including business correspondence
- Schedule client appointments and prepare agendas/ forms for appointments
- Conduct client appointment reminder calls and check-in calls on follow up items
- Greet clients upon arrival and extend hospitality
- Write notes or letters to clients of administrative nature only and administer client appreciation
- Document client contacts/calls
- Track client special events and make appropriate contact per established client contact model
- Coordinate marketing events and client appreciation events and seminars for the practice
- Answer questions and provide readily available information to clients, as it relates to servicing their accounts
- Work with home office to ensure accurate account setup and resolve issues
- Maintain files and records in accordance with the records retention policy
- Answer unsolicited calls from prospects to schedule appointments or refer to advisor
- Order supplies and other office related items

**Key Traits of a Successful Administrative Assistant**:

- Strong organizational and computer skills
- Direct attention to detail and organization
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisor and FINRA
- Ability to support and provide guidance for compliance within the advisor’s practice
- Positive attitude and sincere willingness to constantly learn and grow

**More about Ardent Wealth Advisors**:
**Mission**: To be the trusted advisor to our clients, their families, and the generations that follow. To empower our clients to **achieve** their dreams through a **collaborative** approach, grounded in **integrity**, informed by our collective **expertise**, and realized through **creative solutions** and strategies.

**Values**:

- Act with **intergrity** with our clients and colleagues
- Celebrate **achievements** and seek opportunites to improve
- Build trusted **relationships** with our clients and within our team
- Engage in **meaningful work**:

- Strive for **excellence**

Pay: $55,000.00 - $65,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance

Schedule:

- Monday to Friday

Ability to Commute:

- Oakbrook Terrace, IL (required)

Ability to Relocate:

- Oakbrook Terrace, IL: Relocate before starting work (required)

Work Location: In person



  • Oakbrook Terrace, United States Ameriprise Financial Full time

    Position title**:Administrative Assistant** Position Description: Step into an instrumental role as an Administrative Assistant with Ardent Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Assist in daily business...


  • Oakbrook Terrace, United States Pritti Jewels Full time

    **Job Description: Administration Assistant** **Company Overview**: Pritti Jewels is a renowned fine jewelry supplier catering to off-price department stores and e-commerce platforms. We specialize in crafting exquisite jewelry pieces that embody elegance and quality. **Position Summary**: **Responsibilities**: - Assist with managing customer shipping...


  • Oakbrook Terrace, United States Advent Home Health Full time

    We are currently looking for a full-time Medical Administrative Assistant, Monday - Friday 8:30 am to 5:00 pm in Oakbrook Terrace IL. **Responsibilities include**: - Answering phones, assisting field staff, patients, or other healthcare professionals - Referral Intake and encoding patient information. - Creating, sending, tracking, following up, and filing...


  • Oakbrook Terrace, United States L6 technology Full time

    We are a technology service provider supporting multiple customers in the Chicago metropolitan area. We are growing and need more help. Our office is a fast paced dynamic environment. If you are looking for a challenging job with the potential for a rewarding career this is the place for you. The role is half general office administration and half helping...

  • Office Administrator

    2 weeks ago


    Oakbrook Terrace, United States Farooqi & Husain LLC Full time

    Job Summary: **Responsibilities**: - Manage front desk activities including answering and directing phone calls, greeting visitors, and handling inquiries - Oversee collections process - Assist with human resources tasks such as employee onboarding, benefits administration, and maintaining personnel records - Maintain office efficiency by organizing office...


  • Oakbrook Terrace, United States HUB International Full time

    ABOUT US At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in...

  • Benefits Administrator

    16 hours ago


    Oakbrook Terrace, United States HUB International Full time

    ABOUT US At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in...


  • Oakbrook Terrace, United States HUB International Full time

    ABOUT USAt HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in...

  • Benefits Administrator

    18 hours ago


    Oakbrook Terrace, United States HUB International Full time

    ABOUT USAt HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in...


  • Oakbrook Terrace, United States Ed Napleton Automotive Group Full time

    **Automotive Warranty Administrator-** ** Hybird/partial work from home schedule after training but must be commutable to train and work 1 day a week in Oakbrook Terrace, Illinois.** **Oakbrook Terrace, Illinois** The Ed Napleton Automotive Group is looking for our next **Automotive Warranty Administrator **located at **Napelton Automotive Group **the...


  • Oakbrook Terrace, United States Ed Napleton Automotive Group Full time

    **Automotive Warranty Administrator-** ** Hybird/partial work from home schedule after training but must be commutable to train and work 1 day a week in Oakbrook Terrace, Illinois.** **Oakbrook Terrace, Illinois** The Ed Napleton Automotive Group is looking for our next **Automotive Warranty Administrator **located at **Napelton Automotive Group **the...


  • Oakbrook Terrace, United States Robert Half Full time

    Exciting opportunity for a Benefits/Payroll Administrator reporting into The Human Resources Director. The Payroll/Benefits Administrator will be highly skilled in multi-state Paylocity payroll processing and benefits administration, including 401(k) plans. The ideal candidate will have a minimum of 5 years of hands-on experience in both Paylocity...


  • Oakbrook Terrace, United States Robert Half Full time

    Exciting opportunity for a Benefits/Payroll Administrator reporting into The Human Resources Director. The Payroll/Benefits Administrator will be highly skilled in multi-state Paylocity payroll processing and benefits administration, including 401(k) plans. The ideal candidate will have a minimum of 5 years of hands-on experience in both Paylocity...


  • Oakbrook Terrace, United States Robert Half Full time

    Exciting opportunity for a Benefits/Payroll Administrator reporting into The Human Resources Director. The Payroll/Benefits Administrator will be highly skilled in multi-state Paylocity payroll processing and benefits administration, including 401(k) plans. The ideal candidate will have a minimum of 5 years of hands-on experience in both Paylocity...


  • Oakbrook Terrace, United States Robert Half Full time

    Exciting opportunity for a Benefits/Payroll Administrator reporting into The Human Resources Director. The Payroll/Benefits Administrator will be highly skilled in multi-state Paylocity payroll processing and benefits administration, including 401(k) plans. The ideal candidate will have a minimum of 5 years of hands-on experience in both Paylocity...


  • Oakbrook Terrace, United States Robert Half Full time

    Exciting opportunity for a Benefits/Payroll Administrator reporting into The Human Resources Director. The Payroll/Benefits Administrator will be highly skilled in multi-state Paylocity payroll processing and benefits administration, including 401(k) plans. The ideal candidate will have a minimum of 5 years of hands-on experience in both Paylocity...

  • System Administrator

    2 months ago


    Oakbrook Terrace, United States AIS, Inc Full time

    Job DescriptionJob DescriptionConsulting or experience with a Managed Service Provider is a major plusThe System Administrator is considered a subject matter expert in Windows Server technology. This position will be responsible for designing, implementing, and maintaining multiple client environments. Environments can range from small to enterprise level....


  • Oakbrook Terrace, United States AIS, Inc. Full time

    The System Administrator is considered a subject matter expert in Windows Server technology. This position will be responsible for designing, implementing, and maintaining multiple client environments. Environments can range from small to enterprise level. The System Administrator will act as the primary resource for server/desktop ticket escalations as well...

  • System Administrator

    22 hours ago


    Oakbrook Terrace, United States AIS, Inc Full time

    Job DescriptionJob DescriptionThe System Administrator is considered a subject matter expert in Windows Server technology. This position will be responsible for designing, implementing, and maintaining multiple client environments. Environments can range from small to enterprise level. The System Administrator will act as the primary resource for...

  • Server Administrator

    18 hours ago


    Oakbrook Terrace, United States AIS, Inc. Full time

    The System Administrator is considered a subject matter expert in Windows Server technology. This position will be responsible for designing, implementing, and maintaining multiple client environments. Environments can range from small to enterprise level. The System Administrator will act as the primary resource for server/desktop ticket escalations as well...