Administrative Assistant
BCI - Brokerage Consultants Inc.Naperville, Illinois, United States
Posted October 24, 2024
50000 - 80000 USD year
Full Time
About the Company
BCI – Brokerage Consultants Inc. is a boutique executive search and staffing firm that has been matching top talent with financial services companies across the United States for 25 years. With headquarters in Chicago’s Mercantile Exchange Center and a satellite office in New York City, BCI specializes in filling executive‑level roles and temporary positions for hedge funds, private equity, wealth management, fintech, and other financial institutions. The firm’s deep industry expertise and proven track record of delivering high‑quality candidates and negotiating favorable terms distinguish it as a trusted partner for critical hires. BCI’s network spans every level of the financial sector, from family offices to municipal finance, enabling rapid, tailored recruitment solutions.
Job Description
Administrative Assistant role supporting a Wealth Advisor in a family-owned wealth management company.
Requirements
- Bachelor's degree
- 2+ years of experience in wealth management, securities, or financial planning industry
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Familiarity with Redtail CRM
- Strong organizational and multitasking abilities
- Detail-oriented with a high level of accuracy
- Outstanding verbal, written, and interpersonal communication skills
- Familiarity with common client servicing needs within financial planning/investment firms