Administrative Assistant jobs in Rockford, IL

DeKalb wealth management firm Walsh & Associates is hiring an Administrative Assistant to manage the day-to-day responsibilities of our office. The Administrative Assistant will work alongside the advisors in DeKalb and will also support advisors and associates based in our Florida office. Hours are Monday–Friday, 8:00 a.m.–5:00 p.m. with occasional nights and weekends for special events. This position is full-time with healthcare and retirement benefits.

Responsibilities include, but are not limited to:

• Answering the phone and assisting our clients and other business professionals
• Welcoming clients and guests upon arrival
• Data entry and maintenance within our CRM and advisor software
• Scheduling appointments via phone and email
• Managing advisor schedules
• Preparing conference rooms and documents for meetings
• Organizing, scanning, and filing with emphasis on protecting client PII (personally identifiable information)
• Taking inventory and maintaining office supplies
• Opening/closing and locking up the office

Qualifications:

• Self-starter able to work independently
• Superb written and oral communication skills with high proficiency in grammar
• Great customer service skills and a genuine interest in people
• Strong computer skills
• Detail-oriented and resourceful with the ability to multi-task
• Team player
• Flexible and willing to do whatever task needs to be done
• Comfortable being at the office alone at times
• Professional appearance

**Please Note:**

• You must pass a criminal background check and a drug test
• Nonsmoking environment

To apply:

• Please send your resume, and please include a brief statement on why you are interested in this position.

About Us: Founded in 1986, Walsh & Associates provides comprehensive and strategic financial guidance “In Your Best Interest.” Our firm specializes in multi-generational and family wealth issues with a clear understanding of legacy. Offices in DeKalb, Illinois, and Sarasota, Florida. Securities offered through LPL Financial, Member FINRA/SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor. All entities are separate and not affiliated with LPL Financial.

Job Type: Full-time

Pay: $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: In person