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Administrative Services Associate

2 months ago

Chicago, Illinois, United States The Larko Group Full time
Job Summary

The Larko Group is seeking a highly skilled and detail-oriented Administrative Assistant to join our team. As an Administrative Assistant, you will provide administrative support to our team, ensuring the smooth operation of our office and the delivery of exceptional client service.

Key Responsibilities
  • Administrative Support: Provide administrative support to our team, including coordinating travel arrangements, preparing expense reports, and maintaining accurate records.
  • Client Communication: Communicate with clients in a professional and courteous manner, responding to their inquiries and resolving any issues that may arise.
  • Document Preparation: Prepare and assemble client documents, including financial reports and other materials, in a timely and accurate manner.
  • Record Keeping: Maintain accurate and up-to-date records of client interactions, including phone calls, emails, and meetings.
  • Compliance: Ensure compliance with all relevant laws and regulations, including those related to client confidentiality and data protection.
  • Team Support: Provide administrative support to our team, including preparing meeting materials, coordinating team events, and maintaining accurate records.
Requirements
  • Education: Bachelor's degree in a related field, such as business administration or communications.
  • Experience: 5 years of experience in an administrative role, preferably in a financial services or professional services firm.
  • Skills: Strong analytical and problem-solving skills, with the ability to work efficiently and effectively under pressure. Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Software: Proficient in Microsoft Office, including Word, Excel, and Outlook. Experience with Junxure, Morningstar, and Schwab Institutional and Portfolio Center is a plus.