Sr. Client Service Administrator- Direct Hire

Addison Group

Chicago, IL

Expired: over a month ago Applications are no longer accepted.

Full-Time

Job Description

Sr. Admin Assistant

Our Financial Services client is seeking a motivated, professional, and customer service oriented Sr. Admin to support their team of Financial Advisors.

Our client offers competitive compensation and benefits, a wonderful workplace culture, continued career growth and advancement opportunities!

Location: Downtown, (Chicago) IL

Pay: $62-65,000 (Perm Role)

Hours: 8:00am-5:00pm, Monday-Friday

Industry: Financial Services

This role will require a candidate to be in the office 3 days per week.

Key Responsibilities:
• Rebalance accounts; process and confirm trades
• Establish new accounts and initiate transfers
• Submit and confirm service and maintenance requests
• Process and confirm cashiering items and money movements
• Execute distributions and unique processes
• Prepare complex client and prospect meeting materials
• Manage process of, and coordinate information for, accurate completion of company-wide projects

Skills & Knowledge:
• Strong personal computer skills including Microsoft Word, Excel, and internet applications
• Demonstrated ability to multi-task and prioritize work required
• Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
• Ability to work independently and in a collaborative team environment required
• Excellent written and oral communication skills required

Experience:
• Bachelor’s Degree or equivalent work experience required
• Education or experience in business, economics, or finance and/or experience working with the public preferred
• Two or more years’ experience in an administrative capacity preferred
• Experience servicing customers preferred
• Experience working on the phone a plus
• Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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