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Administrative Coordinator

2 months ago


Des Plaines, Illinois, United States Beacon Hill Full time

Beacon Hill is seeking a detail-oriented and enthusiastic Operations/Administrative Assistant to join their team. This is a great opportunity for those seeking to work for a dynamic boutique investment firm dedicated to providing exceptional financial services and personalized client experiences.

Responsibilities:

  • Oversee and streamline daily operations by creating and tracking tasks in CRM for all client-related activities.
  • Assist in sending thoughtful gifts to clients for referrals and holidays, enhancing client satisfaction and relationships.
  • Aid in the preparation and mailing of quarterly and year-end reports to clients.
  • Distribute incoming mail, maintain office supplies, and ensure inventory is consistently stocked.

Qualifications:

  • 2+ years of experience in an operational support role, preferably within the financial services industry.
  • Possess excellent communication and interpersonal skills, making you adept at interacting with clients and team members alike.
  • Excel in working both independently and as part of a team, balancing multiple tasks effectively.
  • Hands-on experience with CRM software and are comfortable navigating various administrative tools.