Administrative assistant

Administrative Assistant – Cyr/Woertz Financial Group

Location: Peoria, IL (on-site)
Employment Type: Full-Time

About the Role

We are a growing independent financial advisory practice seeking an organized and personable administrative assistant to support daily operations and client service. This position is ideal for someone with a strong interest in the financial industry and a desire to grow into a licensed professional role over time.

You will be the first point of contact for clients and play a key role in maintaining smooth office operations, ensuring accuracy and compliance, and helping deliver an exceptional client experience.

Key Responsibilities

· Handle daily administrative operations including remote check deposits, mail processing, and account maintenance.

· Answer phones, greet clients, and route calls or messages professionally.

· Maintain and update client files, CRM records, and compliance documentation.

· Assist with account openings, transfers, and service requests.

· Help plan and execute client appreciation and educational events.

· Manage client communications and scheduling.

· Assist with website updates and light marketing coordination.

Qualifications

· Bachelor’s degree or equivalent experience preferred.

· Strong interest in the financial planning and investment industry; willingness to pursue industry licensing (SIE, Series 7/66, insurance) is a plus.

· Excellent communication and interpersonal skills; both written and verbal.

· High attention to detail, strong organizational skills, and ability to manage multiple priorities.

· Proficient in Microsoft Office Suite (Word, Excel, Outlook); experience with CRM systems, document management tools, or financial platforms (LPL ClientWorks, DocuSign, Wealthbox, ACT) a plus.

· Positive, professional attitude with a client-first mindset.

What We Offer

· Competitive compensation based on experience.

· Professional development opportunities, including licensing support.

· A collaborative, client-focused work environment.

To Apply:
Please submit your resume and a brief cover letter outlining your experience and interest in this role to [email protected]

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 35 per week

Work Location: In person