What are the responsibilities and job description for the Administrative Assistant position at Illuminate Financial Group?
Company Description
Illuminate Financial Group is an independently owned full-service wealth management firm that provides client-centered financial planning and lifetime financial guidance. With over 100 years of collective advisory experience, the team specializes in creating customized financial solutions for each client's unique needs. The firm offers services such as equity recommendations, estate planning, life insurance, retirement planning, and education planning. Committed to delivering exceptional value, Illuminate Financial Group aims to build long-term relationships and ensure clients achieve financial success. Securities and advisory services are offered through Cetera Advisors LLC, a broker/dealer and Registered Investment Advisor.
Role Description
This is a full-time on-site role for an Administrative Assistant based in Omaha, NE. The Administrative Assistant will perform a variety of clerical and administrative tasks, such as managing schedules, answering and directing phone calls, maintaining organized records, and coordinating office activities. The role will also involve providing executive-level administrative assistance, ensuring smooth communication, and organization within the team and with clients.
Qualifications
- Proficient in Administrative Assistance and Clerical Skills, including file organization, data entry, and office operations
- Strong ability in Phone Etiquette and professional Communication, both written and verbal
- Experienced in Executive Administrative Assistance, including managing schedules, and supporting senior executives
- Excellent organizational, time management, and multitasking skills
- High attention to detail and ability to work independently in a fast-paced professional environment
- Proficiency with office software such as Microsoft Office Suite (Word, Excel, Outlook) is preferred
- Prior experience in financial services or a related field is a plus
- High School Diploma required; Associate or Bachelor’s degree in a related field is a plus