Brookstone Capital Management
Administrative Associate
Brookstone Capital Management, Wheaton, Illinois, United States, 60189
Company Overview:
Brookstone Capital Management, a rapidly growing national Turnkey Asset Management Platform (TAMP) with over $11B in Assets Under Management (AUM), provides personalized and comprehensive wealth management services to over 700 Advisors and 50,000 clients. We have been one of the fastest-growing TAMPs in the country since its inception by providing a comprehensive, and flexible open-architecture platform. Brookstone has found success by providing an all-inclusive support system that will help Advisors start, build, and grow their Advisory businesses.
Job Overview:
The
Administrative Associate
will play a key role in supporting our internal teams and affiliated Advisors. The ideal candidate will have excellent organizational and communication skills, be proficient in office software, and be able to handle a variety of administrative tasks with precision. Responsibilities: Provide administrative support including handling phone calls and emails Provide operations/administrative support to Financial Advisors and Insurance Agents Prepare and process account applications, transfers, and other client forms Maintain accurate and organized records and documentation Respond to Advisor inquiries and follow up on service requests Monitor and track account activity to ensure timely processing Liaise with custodians, teams, or financial institutions as needed Prepare and edit documents, reports, and presentations. Manage confidential information with discretion and professionalism Qualifications: Proven experience in an Administrative Associate or similar role Proficient in Microsoft Office Suite (Word, Excel, Outlook) Strong organizational and multitasking abilities Excellent written and verbal communication skills Detail-oriented with a high level of accuracy Ability to work independently and collaboratively within a team Strong Project Management skills Professional and friendly demeanor Bachelor's degree in Finance, Business, or a related field preferred Position:
Full-time Location:
Wheaton, IL (100% onsite - not a remote/hybrid/WFH position) Benefits:
Medical, Dental, Vision, 401(k) w/match, Life, Maternity, Paternity, and PTO (paid vacation, sick, and personal time off)
Administrative Associate
will play a key role in supporting our internal teams and affiliated Advisors. The ideal candidate will have excellent organizational and communication skills, be proficient in office software, and be able to handle a variety of administrative tasks with precision. Responsibilities: Provide administrative support including handling phone calls and emails Provide operations/administrative support to Financial Advisors and Insurance Agents Prepare and process account applications, transfers, and other client forms Maintain accurate and organized records and documentation Respond to Advisor inquiries and follow up on service requests Monitor and track account activity to ensure timely processing Liaise with custodians, teams, or financial institutions as needed Prepare and edit documents, reports, and presentations. Manage confidential information with discretion and professionalism Qualifications: Proven experience in an Administrative Associate or similar role Proficient in Microsoft Office Suite (Word, Excel, Outlook) Strong organizational and multitasking abilities Excellent written and verbal communication skills Detail-oriented with a high level of accuracy Ability to work independently and collaboratively within a team Strong Project Management skills Professional and friendly demeanor Bachelor's degree in Finance, Business, or a related field preferred Position:
Full-time Location:
Wheaton, IL (100% onsite - not a remote/hybrid/WFH position) Benefits:
Medical, Dental, Vision, 401(k) w/match, Life, Maternity, Paternity, and PTO (paid vacation, sick, and personal time off)