Job Description

Job Title: Administrative Assistant

Location: Deerfield, IL

Duration: 12 months + Possibility to Extend and/or Convert to FTE

Pay Rate: $22/HR (W2 Only)

Job/Role Description:

• This role provides administrative support to multiple advisor teams within a fast-paced Central Operations environment focused on helping clients achieve their personal financial goals.
• The position involves a wide range of operational and administrative tasks including preparation and handling of confidential materials, document management, expense reporting, and time-sensitive processes.
• This position will ensure high-quality support through strong organization, attention to detail, and responsiveness to team needs in a collaborative setting.
• Provide administrative support to multiple advisor teams including preparation, review, and editing of confidential correspondence
• Perform document scanning, management, and archiving across multiple systems
• Prepare travel expense and billing allocation reports
• Handle preparation and processing of time-sensitive quarterly client tax payments
• Support miscellaneous administrative projects as needed

Required Qualifications

• Strong technology skills including working knowledge of Microsoft Word, Excel, and Outlook
• Ability to work in a fast-paced environment and think clearly under pressure
• Excellent communication skills with a team-focused approach
• Extremely organized and detail-oriented
• Experience with front desk reception or similar administrative support
• Proven ability handling confidential and sensitive information
• Experience managing competing priorities and deadlines
• Background in scanning and digitizing documents along with electronic archiving
• Experience preparing and reconciling travel and expense reports
• Familiarity with time-sensitive tax-related processes
• Reliability and understanding that the role is almost exclusively operational with no client interaction
• Strong ability to support advisor teams with administrative and operational tasks