Administrative Assistant - Clune & Associates : Job Details

Company Description

Clune & Associates, LTD. was founded in 1987 and is an independent, client-centric wealth management firm specializing in providing personalized financial strategies to high-net-worth individuals, families, and small institutions. Our team of professionals is dedicated to offering comprehensive services, including investment management, financial planning, estate planning, tax optimization, and more. As a Registered Investment Advisor (RIA), we are committed to upholding the highest fiduciary standards, ensuring that our clients' best interests are always at the forefront.

Role Description

This is a full-time on-site role for a Wealth Management Administrative Assistant at Clune & Associates, LTD in Chicago, IL. The Wealth Management Administrative Assistant will be responsible for clerical duties, maintaining a high level of accuracy in tasks such as office management, preparing and delivering client reports and documents, and utilizing strong organization skills to support the wealth management team.

The responsibilities of this position include, but are not limited to, the following:

1. Answer the main phone line, welcome clients, and process simple client requests.

2. Assist in preparing and delivering client reports and documents.

3. Schedule meetings as needed for the team.

4. Assist in processing transactions including opening accounts, processing checks, and account maintenance.

5. Organize and maintain client files, product information and office administration documents.

6. Manage office supplies and resources.

7. Previous assistant and wealth management (financial services) experience will be viewed favorably.

Qualifications

• Clerical Skills and High Level Of Accuracy
• Strong Organization Skills
• Experience in wealth management or financial services is a plus
• Attention to detail and ability to prioritize tasks efficiently
• Excellent interpersonal and communication skills
• Proficiency in Microsoft Office and financial software
• Bachelor's degree in Finance, Accounting, Business Administration, Communications, or related field