Administrative Professional
1 day ago
Vista Wealth Management Group is a leading wealth management advisory team with over 50 years of experience. We are committed to delivering exceptional results for our clients and providing a supportive work environment for our employees.
We are seeking a talented Administrative Professional to join our team, helping us to grow and service our existing clients. The successful candidate will be responsible for managing calendars, driving client outreach, and performing administrative tasks.
Salary and Benefits
$40,000 - $55,000 base salary, depending on licenses, credentials, and experience. Bonus potential and benefits package including 401(k) with match and profit sharing, short-term disability, long-term disability, health, vision, and dental.
Key Responsibilities
• Manage calendars for advisors, ensuring timely scheduling and confirmation of meetings
• Drive client outreach, scheduling meetings, and serving as the primary point of contact
• Assist in tracking opportunities throughout the sales cycle using CRM software
• Answer and direct telephone calls as needed
• Communicate with clients, home office, and other third parties to obtain or provide information
• Meet with advisors to review calendars and current cases, facilitating movement and growth
• Perform administrative tasks such as travel coordination, client gifting, and additional ad hoc requests
Requirements
• Experience in the financial services industry preferred
• Bachelor's degree preferred
• Broad knowledge and experience with MS Office applications (Word, Excel, and Outlook)
• Past experience managing calendars and performing administrative tasks
• Ability to assess client needs and communicate effectively and professionally
• Holding an Illinois Life & Health license or obtaining one within the first three months of hire
What We Offer
A competitive salary, bonus potential, and a comprehensive benefits package make this an attractive opportunity for those looking to grow their career in the financial services industry.
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