Ark Wealth Partners
Operating without a plan is like sailing without a compass. At Ark Wealth Partners, we believe success always starts with a plan. Recognized by Forbes as a best-in-state financial securities practice, our mission is to bring clarity to what’s possible for our clients' financial future. We develop a comprehensive plan designed to help clients achieve their most important goals - to get them from where they are, to where they want to be.
POSITION OVERVIEW We are seeking an initiative-driven, detail-oriented individual with administrative experience to provide administrative support for a fast-paced financial service practice in Lombard, IL. This role is critical to the client experience and requires a high degree of follow‑through, strong interpersonal skills and organizational capability. The ideal candidate will have a commitment to serving others and a desire for professional growth. With direction from the Director of Operations,
Administrative Assistant
will be responsible for scheduling client appointments, managing the client database system, assisting with team projects, and more.
KEY RESPONSIBILITIES Administrative Support
Organize and maintain Financial Advisor calendars, including scheduling appointments and sending meeting confirmations
Arrange comprehensive travel logistics for Advisors, including flights, accommodations, ground transport, and detailed travel itineraries
Add, manage and maintain updated information for all client CRM records
Prepare and edit documents, reports, and presentations as needed
Maintain updated activity tracking for all tasks, calls, appointment outcomes and corresponding meeting notes
Assist with administrative functions such as faxing, scanning, processing mail, and maintaining and ordering office supplies
Coordinate event planning for firm functions, meetings, and conferences
Provide additional administrative support to Advisors and team members as needed
Client Service
Manage incoming calls, emails, and correspondence, ensuring timely responses and prompt redirection of inquiries to appropriate team member
Collect required information from clients and add to digital client file folder and CRM system
Schedule and track client meetings with estate planning attorneys
IDEAL CHARACTERISTICS
Strong written and oral communication skills
Excellent interpersonal skills
Strong organizational and time‑management skills
High attention to detail and follow‑through
Ability to work with high degree of accuracy and autonomy
Ability to establish credibility and maintain effective working relationships with clients
Willingness to learn and grow
Comfortable working in a fast‑paced environment
REQUIRED QUALIFICATIONS
Associates/post‑secondary degree or equivalent work experience
3–5 years of office administrative experience
3–5 years of client service experience
Scheduling and calendar management experience
Proficient in Microsoft Office 365 – Outlook, Word, Excel, and PowerPoint
PREFERRED QUALIFICATIONS
Prior experience in financial services, wealth management or similar field
Experience with CRM client management software
COMPENSATION & BENEFITS
Competitive salary and benefits package
Opportunities for professional growth and development
A supportive and collaborative work environment
Seniority level
Associate
Employment type
Full‑time
Job function
Administrative
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POSITION OVERVIEW We are seeking an initiative-driven, detail-oriented individual with administrative experience to provide administrative support for a fast-paced financial service practice in Lombard, IL. This role is critical to the client experience and requires a high degree of follow‑through, strong interpersonal skills and organizational capability. The ideal candidate will have a commitment to serving others and a desire for professional growth. With direction from the Director of Operations,
Administrative Assistant
will be responsible for scheduling client appointments, managing the client database system, assisting with team projects, and more.
KEY RESPONSIBILITIES Administrative Support
Organize and maintain Financial Advisor calendars, including scheduling appointments and sending meeting confirmations
Arrange comprehensive travel logistics for Advisors, including flights, accommodations, ground transport, and detailed travel itineraries
Add, manage and maintain updated information for all client CRM records
Prepare and edit documents, reports, and presentations as needed
Maintain updated activity tracking for all tasks, calls, appointment outcomes and corresponding meeting notes
Assist with administrative functions such as faxing, scanning, processing mail, and maintaining and ordering office supplies
Coordinate event planning for firm functions, meetings, and conferences
Provide additional administrative support to Advisors and team members as needed
Client Service
Manage incoming calls, emails, and correspondence, ensuring timely responses and prompt redirection of inquiries to appropriate team member
Collect required information from clients and add to digital client file folder and CRM system
Schedule and track client meetings with estate planning attorneys
IDEAL CHARACTERISTICS
Strong written and oral communication skills
Excellent interpersonal skills
Strong organizational and time‑management skills
High attention to detail and follow‑through
Ability to work with high degree of accuracy and autonomy
Ability to establish credibility and maintain effective working relationships with clients
Willingness to learn and grow
Comfortable working in a fast‑paced environment
REQUIRED QUALIFICATIONS
Associates/post‑secondary degree or equivalent work experience
3–5 years of office administrative experience
3–5 years of client service experience
Scheduling and calendar management experience
Proficient in Microsoft Office 365 – Outlook, Word, Excel, and PowerPoint
PREFERRED QUALIFICATIONS
Prior experience in financial services, wealth management or similar field
Experience with CRM client management software
COMPENSATION & BENEFITS
Competitive salary and benefits package
Opportunities for professional growth and development
A supportive and collaborative work environment
Seniority level
Associate
Employment type
Full‑time
Job function
Administrative
#J-18808-Ljbffr