Position Overview We are seeking a detail-oriented, proactive, and professional Administrative Assistant to support a financial advisor team in Normal, IL. This full-time role is essential to delivering exceptional client service, ensuring seamless day-to-day office operations, and managing key administrative and operational workflows.

Key Responsibilities Client Service & Support:

Provide high-touch customer service by assisting clients in a timely, friendly, and professional manner. Handle inbound and outbound calls, process client correspondence, and address inquiries efficiently.

Business Operations & Processing:

Manage end-to-end business processing, including data entry, account establishment, asset transfers, and deposit/withdrawal requests across multiple platforms.

Calendar & Meeting Management:

Oversee advisor schedules, coordinate appointments, set up meetings for clients, and prepare comprehensive client review packages.

CRM & Data Maintenance:

Maintain and update client records accurately within the CRM database.

Compliance & Office Support:

Assist in maintaining regulatory compliance standards and provide administrative oversight for daily office operations.

Qualifications & Requirements Education & Experience:

Bachelor's degree or equivalent experience required. Experience in the securities, financial, or investment industry preferred.

Licensing:

Willingness to work toward obtaining relevant securities licenses and industry designations after hire.

Technical Skills:

Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook) and financial CRM tools.

Communication & Professionalism:

Exceptional verbal and written communication skills with a professional appearance, service-oriented attitude, and articulate demeanor.

Core Competencies:

High attention to detail, strong math and proofreading skills, superior organizational abilities, and an aptitude for multitasking in a dynamic environment.

Integrity & Focus:

Must demonstrate the highest level of integrity, maintain confidentiality, and display strong deadline-driven follow-up capabilities.

Pay:

From $40,000.00 per year

Benefits:

Health insurance Paid time off Professional development assistance Retirement plan

Work Location:

In person