What are the responsibilities and job description for the Client Services Associate / Administrative Assistant position at Boyer and Sappenfield Investment Advisors?
Client Services Associate / Administrative Assistant
Boyer and Sappenfield Investment Advisors
Arcola, Illinois (In-Person)
About Us
Boyer and Sappenfield Investment Advisors is a family-owned, independent wealth management firm serving clients from our offices in Arcola and Villa Grove, Illinois. We help individuals and families pursue their financial goals through wealth management, retirement planning, retirement income strategies, college planning, and required minimum distribution planning. We are seeking a detail-oriented, client-focused professional to join our team in Arcola. This position offers the opportunity to work alongside experienced financial advisors in a collaborative environment where exceptional client service is our top priority.
Position Summary
The Client Services Associate provides administrative and operational support to our wealth management team. This individual serves as a key point of contact for clients, assists with account administration, and helps ensure an exceptional client experience from onboarding through ongoing service. This is an in-office position. Remote work is not available.
Key Responsibilities
- Process new account paperwork and documentation as directed by advisors
- Assist clients with service requests while maintaining a high level of professionalism and communication
- Prepare and distribute client account forms accurately and efficiently
- Track money movement requests and other account maintenance activities
- Manage financial planning workflows and activities within Redtail CRM
- Serve as the first point of contact by answering incoming phone calls and directing inquiries appropriately
- Support client onboarding and opportunity pipeline processes
- Develop, document, and maintain written operating procedures
- Coordinate client appreciation events, projects, and activities
- Collaborate with advisors and team members to support daily office operations
QualificationsRequired
- High school diploma or equivalent
- 2-3 years of administrative experience, preferably in a professional office or small business environment
- Proficiency with Microsoft Office, including Outlook, Excel, Word, and PowerPoint
- Strong organizational skills and attention to detail
- Excellent verbal and written communication skills
Preferred
- Experience working in a financial services environment
- Experience using Redtail CRM or similar client relationship management software
- Familiarity with mutual funds, stocks, bonds, insurance, and annuity products
Desired Characteristics
- Strong commitment to delivering exceptional client service
- Positive, can-do attitude
- Genuine desire to help and serve others
- Ability to manage multiple priorities while maintaining accuracy
- Self-motivated and dependable team player
- Commitment to producing high-quality work
Compensation & Benefits
- Competitive compensation based on experience
- Bonus opportunities
- SIMPLE IRA matching contributions
- Paid time off
- Professional development assistance
- Flexible scheduling options
- Monday through Friday schedule
- No weekends
Schedule
- Part-time or Full-time
- Flexible 30-37.5 hours per week
Join Our Team
If you are looking for an opportunity to make a meaningful impact, build valuable skills, and grow with an established independent wealth management firm, we encourage you to apply. Learn more about our company at boyersappenfield.com.
Job Types: Part-time, Full-time
Pay: From $40,000.00 per year
Expected hours: 30.0 – 37.5 per week
Benefits:
- Flexible schedule
- Paid time off
- Professional development assistance
- Retirement plan
Physical Setting:
- Office
Work Location: In person
Salary : $40,000