Central Operations-Administrative Support (Deerfield)

Job title: Central Operations – Administrative Support

Work location: Deerfield, IL

Pay rate: $22/hr

Executive Wealth helps clients achieve their personal financial goals through education and implementation across key financial disciplines, including employee benefits, tax planning and investments. We are looking for an administrative professional to join our fast-paced, team environment. Duties Provide administrative support to multiple advisor teams including:

•Preparation, review and editing of confidential correspondence

•Document scanning, management and archiving across multiple systems

•Preparation of travel expense and billing allocation reports

•Preparation and handling of time-sensitive quarterly client tax payments

•Miscellaneous administrative projects as needed

Skills Required:

•Strong technology skills including working knowledge of Microsoft Word, Excel, and Outlook

•Ability to work in a fast-paced environment and think clearly under pressure

•Excellent communication skills; team focused

•Extremely organized and detail-oriented

Work Experience

• Front Desk Reception

• Handling confidential and sensitive information

• Managing competing priorities and deadlines

• Scanning and digitizing documents

• Electronic archiving

• Working in a team environment

• Preparing and reconciling travel and expense reports

• Time sensitive tax related processes

Just As Important As Experience

• Reliability

• Understanding the role is almost exclusively operational with no client interaction

o Supporting advisor teams with administrative and operational tasks

Benefits Info

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.