Executive Administrative Support Specialist

2 weeks ago


Williamsville, Illinois, United States Poleon Comprehensive Wealth Management Full time
Company Overview
We are a comprehensive wealth management company providing services to individuals and small business owners in finance, health, medical insurance, and tax preparation. Our team is committed to delivering exceptional results and building long-lasting relationships with our clients.

Salary and Benefits
This role offers an open salary based on experience, with potential commission opportunities. Additionally, we provide training and certification programs to support your growth and success.

Job Description
We seek a highly organized and detail-oriented person to join our team as an administrative support specialist. Your primary responsibilities will include providing administrative support to financial advisors and management, assisting with insurance-related tasks, and facilitating tax documentation and preparation support. You will also be responsible for managing correspondence, scheduling, and office communications, as well as utilizing Microsoft Office Suite to create reports, spreadsheets, and presentations.

Required Skills and Qualifications
To succeed in this role, you will need 5+ years of experience in an office setting, preferably in a financial or advisory environment. Familiarity with tax preparation and financial documentation is highly preferred. You should also possess proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and excellent organizational and multitasking skills. Strong attention to detail and ability to maintain confidentiality are essential.

About Us
Poleon Comprehensive Wealth Management is a trusted name in financial advisory services. We have been serving individuals and small business owners since 1996, providing comprehensive wealth management solutions. Our CEO, Greg Poleon, has extensive experience in the industry and has built a reputation for delivering exceptional results.

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