Administrative Specialist, elgin

Hello,

I am with BCI and was curious if you or someone from your network might be interested in this opportunity:

Title: Administrative Specialist (1049-1)
Location: Elgin, IL
Compensation: Commensurate with experience

Summary/Responsibilities:
Organize and oversee a wide range of recurring administrative activities related to wealth management
Continuous evaluation and improvement of the firm’s processes
Client communication, scheduling, and follow-up
Preparation of recurring operational reports for team members
Preparation and processing of account documentation and client meeting materials
Maintenance of the firm’s regulatory books and records requirements
Support of a wide range of client relationship and service initiatives
Support of a wide range of compliance activities and electronic archives
Event planning and execution

Requirements:
Exceptional organization and communication skills
Strong computer literacy
Proficiency in Microsoft Office
Ability to learn specialized software applications
Demonstrate a career focus in the disciplines of administration
Previous experience using GoldMine a plus
Bachelor’s degree preferred

If you are interested in this opening, please email us a copy of your resume as an MS Word attachment.

Thank you,

Jillian Eddy
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x113
jillian@brokerageconsultants.com
www.brokerageconsultants.com