Office Administrator

Work Location: This is a full-time, in-office position located in Freeport, Illinois. This role is not eligible for remote or hybrid work.

Overview

Integrity Financial Services is looking for an organized, detail-oriented Office Administrator to join our growing team. This is a key role within our office, serving as the hub that keeps our daily operations running smoothly while supporting our financial planners and delivering an exceptional experience for our clients.

We're looking for someone who takes pride in staying organized, enjoys creating efficient systems, has a genuine desire to help people, and is excited to learn and grow in the financial planning profession. If you're someone who notices the little things, enjoys solving problems, and thrives in a fast-paced environment, we'd love to meet you.

Responsibilities

• Serve as the first point of contact for clients by greeting visitors, answering a multi-line phone system, and creating a welcoming office environment.
• Manage advisor calendars, schedule client meetings, and coordinate day-to-day office operations.
• Maintain accurate client records by proofreading documents, organizing files, and entering data with exceptional attention to detail.
• Utilize our CRM, Microsoft Office, Google Workspace, Canva, and custodian platforms to prepare for client meetings, document interactions, and complete follow-up tasks.
• Prepare client paperwork and other supporting documents as needed.
• Coordinate quarterly client appreciation events using established workflows and processes.
• Help improve and maintain office procedures to keep operations efficient and consistent.
• Deliver an exceptional client experience through proactive communication and genuine hospitality.

Qualifications

• Previous experience in an administrative or office support role.
• Strong organizational skills with the ability to prioritize multiple projects and deadlines.
• Excellent written and verbal communication skills, including professional phone etiquette.
• Proficiency with Microsoft Office (Word and Excel), Google Workspace, and the ability to quickly learn new software systems.
• High level of accuracy and attention to detail when handling documents and client information.
• A self-starter who takes initiative, enjoys learning, and works well independently and as part of a team.
• Customer service or front desk experience is a plus.

Why Join Integrity Financial Services?

At Integrity Financial Services, we're committed to building long-term relationships—not only with our clients, but with our team. We believe in creating a positive work environment where people are encouraged to grow, contribute new ideas, and continually develop their skills. As our firm continues to grow, there will be opportunities for increased responsibility and career advancement.

Pay: $20.00 - $22.00 per hour

Benefits:

• Paid time off

Education:

• Bachelor's (Required)

Language:

• English (Required)

Ability to Commute:

• Freeport, IL 61032 (Required)

Work Location: In person

Salary : $20 - $22