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Front Desk Receptionist
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. Worklo 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
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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