Administrative Assistant -- Investments & Retirement Plans

Hinsdale, Illinois based small yet successful investment planning and pension consulting/administration firm seeks a top notch administrative assistant to replace one of our long-term employees who is retiring after 16 years of service with our company. 

 

The ideal candidate for this position is someone who:

 

1)      Has strong computer skills.  Good to excellent Word, Excel, and Outlook capabilities are a must while some familiarity with Power Point is a plus.  While not necessary, experience with investment reporting and account management software system Centerpiece (now Portfolio Center) is a huge plus as is experience with Junxure, a client database software program tailored to financial planning and investment firms.

 

2)      Has above average writing and math abilities. 

 

3)      Is proficient at and enjoys typical administrative assistant tasks such as preparation of correspondence and client presentation materials, transcription, and light reception work (i.e. answering phones, greeting visitors, etc.).

 

4)      Is organized and detail-oriented.

 

5)      Possesses the ability to be flexible and work both independently and cooperatively within a team environment.

 

6)      Is friendly and enjoys working in a small office environment with nice people.

 

 

This important position involves preparation of correspondence, processing and preparing of investment and insurance account paperwork, management and maintenance of our client contact and investment management/reporting software and databases, transcription, phone answering and reception work, filing, some marketing, and preparation of materials for presentation to existing clients and new prospects. 

 

Our firm can be a great home for someone who wants to work in the retirement plan, investment management, and financial planning industries, has a desire to continually learn and develop, enjoys a busy but not too stressful work atmosphere, likes not only numbers and writing but also interacting with people, and works well in a small company environment.

 

Compensation package is a combination of base pay, bonuses, and benefits.  We offer a profit sharing plan as well as a 401(k) plan including a company match.  The position is full time but allows for a somewhat flexible work schedule.  Paid vacation and limited health benefits are also provided.  Starting base pay and bonuses is estimated at $35,000 to $45,000, depending on experience, skills, and aptitudes.

 

If you are interested in learning more about this exciting opportunity and coming in for an interview, please mail us a resume and cover letter (including relevant work experience and salary history).  Please do not respond by email or fax.  You may write to us at:

 

RPC

Administrative Assistant

P.O. Box 183

Hinsdale, IL   60522