What are the responsibilities and job description for the Administrative Assistant (Operations Team - Wealth Management Firm) position at IPI Wealth Management?
Pay: From $18.00 per hour
Job description:
Administrative Assistant (Client Service Team – Wealth Management)
Location: Macomb, IL
Type: Full-Time
About the Role
We are a growing fiduciary wealth management firm seeking a highly organized and detail-oriented Administrative Assistant to support our client service team.
This role is ideal for someone who thrives on staying organized, enjoys helping others, and takes pride in getting the details right. You will play a key role in ensuring our clients receive a smooth, responsive, and professional experience.
This is not a typical “front desk” position—this role is integral to how our firm operates and serves clients.
What You’ll Do
- Manage scheduling, calendars, and client meeting coordination
- Prepare and organize client documents and paperwork
- Track outstanding items and follow up to ensure completion
- Maintain accurate client records in our systems
- Assist with client communications and service requests
- Support advisors and operations team with day-to-day tasks
- Keep internal workflows organized and moving forward
What Success Looks Like
- Nothing falls through the cracks—you are highly reliable and organized
- Tasks are completed accurately and on time
- Team members can depend on you to follow through
- Clients receive prompt, professional responses
- You bring structure and clarity to busy situations
What We’re Looking For
- Exceptional attention to detail
- Strong organizational and time management skills
- Clear and professional communication (written and verbal)
- Ability to manage multiple tasks without losing track
- Positive, team-oriented attitude
- A “get it done” mindset with strong follow-through
Preferred (not required):
- Experience in an administrative or office support role
- Familiarity with CRM systems or financial services is a plus
Growth Opportunity
This role offers the opportunity to grow within the firm over time. High performers may take on increased responsibility in client service and operations.
Why Join Us
- Professional, team-oriented environment
- Stable and growing firm
- Meaningful work supporting clients’ financial lives
- Opportunity to build a long-term career
How to Apply
Please submit:
- Your resume
- A short note explaining why you are a strong fit for this role
Optional (recommended):
Include a brief example of how you stay organized when managing multiple responsibilities.
Important Note
We value reliability, attention to detail, and follow-through. If you take pride in being organized and dependable, we would love to hear from you.
Benefits:
- 401(k)
- Flexible schedule
- Health insurance
- Paid time off
Work Location: In person
Pay: $18.00 - $20.00 per hour
Expected hours: 40.0 per week
Benefits:
- 401(k)
- Flexible schedule
- Health insurance
- Paid time off
Work Location: In person
Salary : $18 - $20