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administrative assistant - office

Title posted on indeed.com - Licensed Administrative Assistant ? Yorkville Office

Posted on June 08, 2026 by Employer details Rosen Group Private Wealth Management

Job details

*Job Overview* We are seeking a Licensed Administrative Assistant to join our team at the Yorkville Office. This role is vital in supporting our financial services operations, ensuring smooth administrative workflows, and providing exceptional client service. The ideal candidate will possess strong organizational skills, experience in accounting and investment processes, and a thorough understanding of financial services. This position offers an excellent opportunity to work within a professional environment dedicated to client success and operational excellence. *Responsibilities* Administrative Support & Investment Management * Manage new account openings ? including client confirmation, documentation, and coordination with internal operational teams. * Maintain accurate and updated client account information by processing account updates and revisions as needed. * Facilitate asset transfers and ensure timely completion. * Prepare client correspondence, tax documentation, business reports, investment policy statements. * Identify operational or portfolio-related issues and contribute to effective solutions while maintaining high standards of accuracy and professionalism. Client Service & Relationship Management * Deliver a high standard of client service by anticipating client needs and responding to inquiries across phone, email, and in-person channels. * Foster and maintain strong client relationships through proactive engagement and timely communication. * Support business development efforts by assisting in prospecting activities and client-facing initiatives. * Ensure all client communications adhere to regulatory requirements, disclosure standards, and record-keeping obligations. *Requirements* * Valid license as an Administrative Assistant in the financial services sector * Proven experience in accounting, investment management, or related financial services roles * Strong knowledge of financial products, investment strategies, and regulatory compliance * Excellent organizational skills with attention to detail * Effective communication skills both written and verbal * Ability to multitask efficiently in a fast-paced environment * Proficiency in office software including MS Office Suite and financial management tools * High level of professionalism and confidentiality in handling sensitive information This position is integral to our commitment to delivering high-quality financial services while supporting our clients' needs through efficient administrative operations. We welcome candidates who are detail-oriented, proactive, and eager to contribute to a dynamic team. Pay: $40.00-$50.00 per hour Benefits: * Dental care * Disability insurance * Extended health care * Life insurance * Paid time off * Vision care Experience: * Dataphile: 1 year (required) Licence/Certification: * CSC Course 1 and 2 completed (required) Work Location: In person