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Located in Champaign, IL

Administrative Assistant - Wealth Management

Location
Champaign, IL

Pay Rate
$18.00 - $23.00 per hour

Benefits
  • Comprehensive benefits package
  • Bonus potential
  • Gym membership reimbursement
  • Stable, long-term career opportunity

Position Overview
A respected wealth management and financial services firm is seeking an Administrative Assistant to support Investment Advisors and provide excellent service to clients. This position plays a key role in keeping the office organized, ensuring paperwork is processed accurately, and helping advisors maintain strong client relationships.

This is an excellent opportunity for someone who enjoys a professional office environment, values stability, and takes pride in being dependable and detail-oriented.

Key Responsibilities
  • Prepare client correspondence as directed by Investment Advisors
  • Communicate professionally with clients via phone, email, and in person
  • Prepare and process client paperwork based on advisor and client instructions
  • Submit completed paperwork and required documentation to the Operations team
  • Assist with insurance-related paperwork and processing
  • Coordinate and schedule client meetings for Investment Advisors
  • Serve as backup receptionist when needed
  • Maintain accurate records and support office organization
  • Assist with additional administrative projects and duties as assigned

Qualifications
  • High school diploma or equivalent required
  • Strong organizational and multitasking abilities
  • Excellent verbal and written communication skills
  • Professional and client-focused demeanor
  • Exceptional attention to detail
  • Ability to prioritize responsibilities and work independently
  • Willingness to learn new systems and processes

Technical Skills
  • Microsoft Outlook
  • Microsoft Word
  • Microsoft Excel
  • Adobe Acrobat or Foxit PhantomPDF
  • General office technology and administrative software

Ideal Candidate
  • Enjoys working in a professional office environment
  • Takes pride in accuracy, organization, and customer service
  • Comfortable with periods of independent work
  • Able to stay productive and engaged during slower periods
  • Looking for a stable, long-term opportunity rather than a fast-paced career ladder
  • Values consistency, reliability, and work-life balance

What to Expect This is a traditional administrative support role. Workloads can vary throughout the day, with some periods being busier than others. The right candidate will be comfortable with a steady office environment, handling administrative tasks as they arise, and remaining available to support advisors and clients when needed.

To be transparent, this is somewhat of a "what you see is what you get" opportunity. The position offers a professional atmosphere, strong benefits, bonus potential, and long-term stability, but it is not structured for rapid advancement. The team is seeking someone who appreciates predictable expectations, enjoys supporting others, and is looking for a long-term home rather than the next step on a management track.

Why Join This Team? Join a respected financial services organization where professionalism, attention to detail, and client service are highly valued. You'll enjoy a supportive office environment, competitive benefits, bonus opportunities, gym membership reimbursement, and the opportunity to build a lasting career with a well-established local firm.

3 Ways to Apply
  • Apply directly through this posting
  • Call Alex Li directly: 217-207-1156
  • Email your resume to: alex.li@expresspros.com

#CHAMILOS

Express Employment Professionals can help you find the type of job that is a perfect fit for your needs and abilities, and you'll never pay a fee for our services and support.

Apply today on the ExpressJobs app! Search for other great job openings in your area, build your profile, show off your skills and apply, all from your mobile device.

Express Office: Champaign

1001 North Mattis Avenue

Champaign, IL 61821
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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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