Client Administrator

Apply Now

Listing Info

Growinginvestment firm located in downtown Chicago seeks a Client Administrator to assist in the service of company clients.

Responsibilities Of The Client Administrator

  • Preparing proposals
  • Generating client reports
  • Processing client requests and transactions
  • Reviewing and preparing clients wealth, tax, and/or investment plans
  • Assisting with general administrative duties such as managing calendars and coordinating travel arrangements

Requirements Of The Client Administrator

  • Must have a Bachelors degree
  • Pursuit of higher degree a plus
  • Experience working in a financial services or law firm
  • Strong communication skills
  • Professional
  • Reliable
  • Able to critically think in a fast paced environment
  • Self-motivated, energetic and a problem-solver


Apply Now
Feedback Loading...