Administrative Assistant - WestPoint Financial Group : Job Details

WestPoint Financial Group is assisting with the sourcing of this candidate. The candidate will be the employee of Levine & Reid, Inc.This position is located in office, Monday through Friday, in the O'Hare/Rosemont area. Full-Time or Part-Time hours are available. Levine & Reid is renowned for its enthusiastic commitment to its clients, community and employees. Work culture is characterized by teamwork, trust and cooperation. Levine & Reid's employees believe in supporting the best in each other and are determined to succeed as the leading financial services organization in the area. Levine & Reid is seeking a detail-oriented Administrative Assistant to provide thoughtful support to both individual and business clients. The ideal candidate will be an independent and proactive problem-solver, and will be able to operate efficiently in a fast-paced and dynamic environment. There are many opportunities for professional growth. Duties:

• Account set up and servicing of investments
• Review all applications for accuracy and completeness in a timely manner
• Prompt and professional organization skills
• Project management with an understanding of prioritization
• Various administrative and marketing duties as assigned

Qualifications:

• Strong communication skills (both written and verbal)
• Ability to multi-task in a busy office environment
• Superior attention to detail
• Proficient with Microsoft Office Suite (Word, Excel, Powerpoint)
• CRM experience, preferred
• Docusign experience, preferred
• Ability to learn and assimilate new information quickly
• Must be able to quickly adapt to and integrate new technologies
• 2+ years administrative experience
• 2+ years industry experience, preferred

Salary*: $45-50,0000 annually with 6-month review Benefits*:

• Medical, Dental, Vision, STD/LTD, Life
• Paid Time Off
• Retirement Plan with Employer Match

*Salary and Benefits reflect the Compensation Package for Full-Time hours.