To Apply for this Job Click Here Beacon Hill has partnered with a dynamic boutique investment firm dedicated to providing exceptional financial services and personalized client experiences. They are seeking an enthusiastic and detail-oriented Operations/Administrative Assistant to join their team and contribute to their continued success. This is a great opportunity for those seeking to work for a local firm located in Rosemont, IL. Responsibilities:
- Oversee and streamline daily operations by creating and tracking tasks in CRM for all client-related activities.
- Assist in sending thoughtful gifts to clients for referrals and holidays, enhancing client satisfaction and relationships.
- Aid in the preparation and mailing of quarterly and year-end reports to clients.
- Distribute incoming mail, maintain office supplies, and ensure inventory is consistently stocked. Qualifications:
- 2+ years of experience in an operational support role, preferably within the financial services industry.
- Possess excellent communication and interpersonal skills, making you adept at interacting with clients and team members alike.
- Excel in working both independently and as part of a team, balancing multiple tasks effectively.
- Hands-on experience with CRM software and are comfortable navigating various administrative tools. A1360397CHI-PERM_172####### To Apply for this Job Click Here