Question
2-5

Administrative Assistant - Financial Services

3/31/2026

The Administrative Assistant will coordinate meetings, handle document delivery, and support scheduling and travel for advisory professionals. Additionally, they will assist with events, team activities, and serve as backup to the Office Manager.

Working Hours

40 hours/week

Language

English

Visa Sponsorship

No

About The Company

No description available for this Company.

About the Role

Description

A single-family office in Chicago is seeking a proactive, detail-driven Administrative Assistant to support of team of advisory professionals.


Job responsibilities include:

  • Coordinate meetings, materials, and action items
  • Handle document delivery, mailings, and workflow tasks
  • Support professionals with scheduling, calendars, and travel
  • Assist with events, team activities, and office operations
  • Serve as backup to the Office Manager and assist with special projects

Requirements

  • 3+ years’ experience in financial services
  • Excellent communication and organizational skills
  • Strong proficiency in Microsoft Office, Zoom, and SharePoint
  • A proactive mindset with the ability to anticipate needs
Key Skills
Administrative SupportCommunicationOrganizational SkillsMicrosoft OfficeZoomSharePointProactive MindsetSchedulingTravel CoordinationEvent AssistanceOffice OperationsDocument DeliveryMailingsWorkflow TasksTeam ActivitiesAction Items
Categories
AdministrativeFinance & Accounting
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