Admin Assistant

2 weeks ago

Oak Brook, United States Robert Half Full time
Job DescriptionJob Description

Responsibilities

• Bill pay, including calls to payees regarding incorrect bills and preparation of payments for client approval

• Reconcile checking accounts and investment statements

• Prepare and make bank deposits

• Organize tax documents

• Negotiate with creditors

• Review medical insurance papers and verifying proper processing of claims

• Provide general organization of financial papers and systems

• Collaborate with clients’ tax preparer, attorney, and investment professionals

• Connect clients to vetted community resources

• Prepare accountings and track client spending


Additional responsibilities may include supporting the Company in providing:

• Notary services

• Fulfilling roles to act as power of attorney, trustee, executor, or guardian

• Prepare client spending plans and update budgets

• Preparing plans to reduce debt

• Other duties, as assigned All Roles

• Attend weekly staff meetings to review client cases

• Record time daily and expenses monthly by/before deadline(s)

Requirements

  • Previous office work or administrative work is huge, but we are very open to entry level too. This is an entry level role.
  • Detail Oriented, organized, friendly, ethical.
  • No Job Hoppers
  • Strong communicator. A lot of written communication with attorneys and CPAs. 

BENEFITS

• Rewarding work with the clients

• Awesome, hardworking teammates

• Medical, dental, vision insurance (80% employer contribution for employee coverage)

• Retirement plan with company contribution

• Paid Time Off + 8 paid holidays

• Paid membership for job-related professional organizations

• Technology galore for job efficiency

• Room for growth and promotion 

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