Administrative Assistant

7 days ago


Downers Grove, United States Sound Investment Group LLC Full time

Prior Experience: 3+ years in Office Staff Role and/or Financial Services Industry

Company Profile: Sound Investment Group, LLC is a Private Wealth Management firm. We are dedicated to delivering financial planning and investment advice to clients throughout the United States. Our wealth management team's guiding principle is that clients come first, and this allows us to assist families, business owners, professionals, educators, and executives in achieving their financial goals.

Job Overview:

As an Administrative Assistant you will primarily focus on providing support to an office of Financial Advisors, with the aim of delivering excellent client service. The key responsibilities include completing various administrative tasks and handling office operations. The office provides a professional and collaborative work environment. We hope you will find a fulfilling and rewarding career with us

Preferred Skill Set:

        Strong software skills including Microsoft Office Suite and Customer Relationship Management (CRM) systems

        Effective communication and computer skills such as typing, data collection and data entry

        Organized, detail oriented, adaptable, and good with numbers

        Proficiency in a client-facing role

        Interested in learning and growing professionally (desire to complete FINRA SIE and Series 99)

Responsibilities:

        Direct communication with Financial Advisors, LPL back-office team, and clients

        Daily use of LPL's ClientWorks system to open and transfer accounts, move money, deposit checks, and resolve notifications

        Daily use of CRM software to organize schedules, plan meetings, keep records, and communicate with team members

        Maintaining an inventory of office supplies

        Interface with the LPL Help Desk Call Center to meet client's needs in a timely manner

        Follow compliance and regulatory requirements and keep up to date with in-house continuing education

Qualifications:

        Bachelor's degree

        Experience in an Administrative or office staff role for the financial services, banking, or accounting industries

Benefits:

        Paid time off, Paid Holidays, and Vacation days off

        Assistance with Health, Dental, and Vision Insurance

        Retirement Plan

  • We invite you to apply for the Administrative Assistant position with your resume and cover letter attached. We will respond to inquiries regarding the next steps of the interview process.


  • Downers Grove, United States The Travelers Companies, Inc. Full time

    Who Are We? Taking care of our customers, our communities and each other. Thats the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Administrative Assistant, Administrative, Travel, Assistant, Insurance, Program Learn More


  • Downers Grove, United States Sound Investment Group, LLC Full time

    Prior Experience: 3+ years in Office Staff Role and/or Financial Services IndustryCompany Profile: Sound Investment Group, LLC is a Private Wealth Management firm. We are dedicated to delivering financial planning and investment advice to clients throughout the United States. Our wealth management team’s guiding principle is that clients come first, and...


  • Downers Grove, United States Robert Half Full time

    Job DescriptionJob DescriptionOn behalf of our client we are in search of an Administrative Assistant to join their team in near Oak Brook, Illinois in the Finacial Services. The role primarily revolves around assisting the compliance team in managing compliance records, logs, and databases, and preparing documents for internal and external audits. The hours...


  • Downers Grove, United States Thrivent Financial for Lutherans Full time

    Provide day-to-day administrative support to the Front-Line Leaders, including email and calendar management, travel arrangements, submitting expense reports and other key responsibilities as assigned. Ensure leaders can focus on key jobs to be done Administrative Assistant, Administrative, Senior, Skills, Processing, Assistant, Technology


  • Downers Grove, Illinois, United States Women Ob Gyn Associates Pc Full time

    Job OverviewWomen Ob Gyn Associates Pc seeks a highly skilled Front Desk Administrative Assistant to join their team. The ideal candidate will possess excellent communication skills and have a strong command of computer software.Estimated Salary Range:$45,000 - $65,000 per year

  • Reports Administrator

    4 weeks ago


    Downers Grove, United States Hirose Electric USA Full time

    Job DescriptionJob DescriptionDescription:ABOUT HIROSEThis is an exciting opportunity to join Hirose, an organization that for almost a hundred years has been pioneering thousands of new connectors and defining industry standards in consumer electronics, industrial automation, high speed backbone computer infrastructure, automotive, and medical applications....


  • Downers Grove, Illinois, United States Alert IT Solutions Full time

    About UsAlert IT Solutions Inc is a dynamic and growing organization dedicated to providing exceptional services and products to our clients.We are seeking a detail-oriented and proactive Office Assistant / Account Manager to join our team. The ideal candidate will possess strong organizational and communication skills, as well as proficiency in MS Office...

  • Executive Assistant

    1 month ago


    Downers Grove, United States LHH Full time

    As the Executive Assistant your primary responsibility will be supporting the CEO in their day-to-day Event, meeting and calendar management. In addition to supporting the CEO, you will support the office's general administrative tasks. ResponsibilitiesManage executive's calendar by planning and scheduling meetings, events, conferences, travel, etc.Develop...


  • Garden Grove, United States Orange County Mosquito and Vector Control District Full time

    Welcome to Orange County Mosquito and Vector Control Districts application process! We are dedicated to serving, educating, and protecting Orange County against vectors and vector-borne illnesses in a positive, professional work environment. Are you Administrative Assistant, Administrative, Assistant


  • Garden Grove, United States Orange County Mosquito and Vector Control District Full time

    Welcome to Orange County Mosquito and Vector Control Districts application process! We are dedicated to serving, educating, and protecting Orange County against vectors and vector-borne illnesses in a positive, professional work environment. Are you Administrative Assistant, Administrative, Assistant Learn More


  • Maple Grove, United States Talent Software Services Full time

    Administrative Assistant IIIJob Summary: Talent Software Services is in search of an Administrative Assistant for a contract position in Maple Grove, MN. The opportunity will be one year with a strong chance for a long-term extension.Position Summary:


  • Apple Grove, United States Edw. C. Levy Full time

    Are you someone that enjoys crunching the numbers and loves when the books balance to the penny? Do you have a knack for planning and scheduling, is color-coding a way of life for you? If you've got a positive, warm, and welcoming personality who happens to be a Microsoft Office whiz, look no further! We got you!The Levy Group of Companies is seeking an...


  • Maple Grove, United States TALENT Software Services Full time

    Are you an experienced Administrative Assistant with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Administrative Assistant to work at their company in Maple Grove, MN.Position Summary: The primary focus is providing complex administrative support for individuals and/or departments....


  • Elk Grove, California, United States Randstad Full time

    We are seeking a highly organized and detail-oriented Administrative Assistant to support our dynamic team in a professional, fast-paced environment.This onsite role involves various administrative tasks, including managing schedules, coordinating meetings, handling confidential information, and utilizing business software applications to create...


  • Grove City, United States HALCORE GROUP, INC. Full time

    Additional Locations: Requisition ID: 22716 Since 1968 Horton Emergency Vehicles has built the industry's most innovative ambulances for first responders risking their lives to save others. Horton designs, manufactures, and delivers the highest-quality, most tailor-made ambulances the market has to offer. Horton Emergency Vehicles is part of the larger REV...


  • Pacific Grove, United States American Water Full time

    Requisition ID: *[[id]] * Share Our Purpose. Be Yourself. Feel Valued. People are the heart of our business. As an American Water employee, you will be offered a competitive salary and health benefits package, along with opportunities to develop, grow, and evolve your career. Our benefits packages focus on key areas such as health & wellness, emotional &...


  • Pacific Grove, United States American Water Full time

    Requisition ID: [[id]] * Share Our Purpose. Be Yourself. Feel Valued. People are the heart of our business. As an American Water employee, you will be offered a competitive salary and health benefits package, along with opportunities to develop, grow, and evolve your career. Our benefits packages focus on key areas such as health & wellness, emotional &...


  • Elk Grove Village, United States Per Sé Group, Inc. Full time

    As an administrative assistant, you' re a person who can make it all happen. You' re the one scheduling the big meetings, getting the critical documents to the right people at the right time, and you' re the one maintaining the order that the company Administrative, Assistant, Administrative Assistant, Staffing, Systems, Office


  • Elk Grove Village, United States Per Sé Group Full time

    As an administrative assistant, you' re a person who can make it all happen. You' re the one scheduling the big meetings, getting the critical documents to the right people at the right time, and you' re the one maintaining the order that the company Administrative, Assistant, Administrative Assistant, Staffing, Systems, Office Learn More


  • Garden Grove, California, United States IEC CORP GROUP Full time

    We are currently looking for a highly organized and customer-centric Customer Service Coordinator to join our team at UEI College. This role is crucial in ensuring the success of our operations and contributing to the overall student experience.Key AccountabilitiesReception and Mail Management: Receive, sort, and distribute mail, packages, and other...