Administrative Assistant

Administrative Assistant

On behalf of our client we are looking for an organized Administrative Assistant to support a financial services practice in Northbrook, Illinois. This role serves as a central point of coordination for incoming requests, follow-up items, and day-to-day administrative needs so work moves forward efficiently. The position offers broad exposure to client service, practice operations, and marketing support while helping the team stay focused on planning and relationship management.

Compensation: $60k-$70k

Monday-Friday 9:00am-5:00pm onsite

Medical 65% paid by employer, dental & vision paid by employee, 401k

Responsibilities:

• Coordinate incoming requests, questions, and action items, directing each one to the appropriate team member and monitoring progress to ensure timely completion.

• Maintain practice records and meeting documentation, capturing key details, organizing follow-up tasks, and using technology tools to summarize client information when appropriate.

• Prepare and distribute reports related to calls, outstanding tasks, team activity, and sales performance to support visibility across the practice.

• Keep opportunity and pipeline information accurate by updating sales tracking details such as potential value, expected timing, and next steps.

• Assist with the creation of marketing support materials, including AI-assisted concept pages, and submit content through required compliance review channels.

• Research prospective and existing individual and business clients to provide background information that supports outreach and relationship development.

• Provide backup support for assembling meeting packets, presentation materials, and other documents needed for client appointments.

• Handle general administrative duties such as inbound communication, email correspondence, data entry, and office coordination to maintain smooth daily operations.