Operations/Administrative Assistant

Beacon Hill - Job Details
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Operations/Administrative Assistant

Chicago, Illinois

|

Full Time

|

$ 60,000 - $ 60,000 per year

Chicago, Illinois

Full Time

$ 60,000 - $ 60,000 per year

February 09, 2024

|

Job ID: A1360397CHI-PERM_1707487966

February 09, 2024

Job ID: A1360397CHI-PERM_1707487966

Job Summary

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Our client, a boutique investment firm, is looking for an Operations/Administrative Assistant. They are looking for someone smart, detail oriented, and with excellent communication skills. This company offers an incredible work life balance and is located near the Cumberland Blue Line stop!

Responsibilities:

  • Support financial advisors with any clint support tasks and projects
  • Manage daily workflow by creating tasks in CRM (Salesforce) for all pending work items for clients
  • Assist with sending Client Gifts for Referrals and Holidays
  • Assist with the mailing of Quarterly and Year-End Reporting.
  • Distribute mail and ensure that office supplies are ordered and maintained

About You:

  • 2+ years of experience in an administrative/operational support role
  • Experience with CRM software, Salesforce, is preferred
  • Excellent communication and interpersonal skills
  • Ability to work independently as well as in a team
A1360397CHI-PERM_1707487966

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About Beacon Hill

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

We look forward to working with you.

Beacon Hill. Employing the Future™