Administrative Assistant for Financial Services Firm

Job Description

Job Description

Administrative Assistant for Financial Services Firm

Job description

About Us

Bentron Financial Group, Inc. is dedicated to serving our clients' needs through full-service financial planning, asset management, and multi-generational wealth protection strategies. Bentron was founded in 2000 with the idea of bringing independent, holistic, goal-based financial planning to clients with an unparalleled level of customer service. Since then, Bentron has continued to work closely with individuals and businesses to plan and execute actionable, objective financial plans to help grow and protect even the most complex financial situations.

The Opportunity

We are searching for a highly motivated and experienced Administrative Assistant who takes immense pride in being our clients' first point of contact, guiding them in achieving their financial goals as part of the Bentron family. If you are a positive, well-organized, problem solver who truly enjoys helping others, then you may be our ideal Administrative Assistant candidate. In addition, we are looking for someone who can work independently, is fluent with various technologies, is innovative and industrious, and is reliable across all aspects of their responsibilities.

Duties include, but are not limited to:

• Answering phones, managing multiple lines, and retrieving messages
• Managing confidential client account paperwork
• Managing client requests for money movement
• Scanning and organizing client files
• Documenting all correspondence
• Administering general office duties, including sorting mail and supply orders
• Scheduling client appointments
• Supporting ongoing efforts for growth with new clients and continuous interaction with current clientele to provide an excellent client experience
• Assist with the client onboarding process
• Support with educational workshops, speaking engagements, and special events
• Monitor social media accounts
• Oversee the assembly of estate planning documents provided by the attorney

Traits and skills include, but are not limited to:

• Technologically savvy, able to navigate numerous software programs, including but not limited to Microsoft Word, Excel, and PowerPoint. We currently use Redtail CRM and NetX360. Must be proficient and confident.
• Ability to navigate and troubleshoot technology platforms to support staff and planners
• Excellent attention to detail
• Highly organized and able to thrive in a fast-paced environment
• Ability to manage multiple projects and meet expected deadlines
• Reliable and dependable
• Tremendous ability to follow through on outstanding projects
• Ability to work both independently and within a team setting
• A strong desire for continuous learning

Required experience includes, but is not limited to:

• 2+ years of financial services experience
• 2+ years of office administration
• 2+ years of customer service experience
• 1+ years with Client Relationship Management (CRM) programs, preferred
• At least 3 references

*Due to the confidential nature of this position, a thorough background check will be required

**Note: There will be a 60-day probationary period with a performance review

***This position requires the administrative assistant to be on-site at our Downers Grove, Illinois office. There will be occasions when administrative support is needed at the Oak Park, IL, office.

Job Type: Full-time

Salary: $45,000.00 - $50,000.00 per year

Benefits:

• 401(K) plan
• Health insurance (employee only)

Schedule:

• 8-hour shift
• Day shift
• Monday to Friday (8:30am to 5:00pm)

Work Location: In person at the Downers Grove, IL location

To apply, prepare and attach a cover letter and resume.

Bentron Financial Group, Inc. is dedicated to serving our clients' needs through full-service financial planning, asset management, and multi-generational wealth protection strategies. Bentron was founded in 2000 with the idea of bringing independent, holistic, goal-based financial planning to clients with an unparalleled level of customer service. Since then, Bentron has continued to work closely with individuals and businesses to plan and execute actionable, objective financial plans to help grow and protect even the most complex financial situations.

Company Description

Bentron Financial Group, Inc. is dedicated to serving our clients' needs through full-service financial planning, asset management, and multi-generational wealth protection strategies. Bentron was founded in 2000 with the idea of bringing independent, holistic, goal-based financial planning to clients with an unparalleled level of customer service. Since then, Bentron has continued to work closely with individuals and businesses to plan and execute actionable, objective financial plans to help grow and protect even the most complex financial situations.