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Form of workJob Description
Full Time Front Desk-Wealth Management Assistant needed for a growing Accounting and Wealth Management Firm in Orland Park. Proven experience as an Administrative Assistant is preferred.
Day to day tasks will include:
- Gathering client data and paperwork/application submission
- Data entry into firm's CRM software and maintenance of client files
- Answering phone calls and supporting visitors
- Calendar & scheduling management
- Carry out administrative duties such as filing, copying, data entry
Qualified candidates should possess:
- Attention to detail
- Excellent communication abilities and phone presence
- Organizational and time management skills
- Computer savvy with working knowledge of M.S. Office programs
Bill Hickey & Associates serves clients in the general Chicago area, Indiana, and several other states across the country. Our expertise includes general ledger accounting, taxes, wealth management, consulting, and facilitating capital events. Our company's outstanding service to customers has earned us awards and, most importantly, loyalty from our ever-expanding list of clientele.
