Administrative Assistant Details

Administrative Assistant

Wealth Enhancement Group - Itasca, IL

Employment Type : Full-Time

Job Description

Wealth Enhancement Group® is a comprehensive wealth management firm with nearly $27 billion* in assets under management. Founded in 1997 in Minneapolis, MN, Wealth Enhancement Group now has 42 office locations across the U.S. and serves clients across more than 40 states.

Through our Roundtable team approach, Wealth Enhancement Group delivers truly comprehensive financial guidance by bringing together all the specialists our clients need, all under roof, covering all core aspects of wealth management.

Our Elk Grove Village, IL office is looking for this person to be the primary contact for clients in the office either in person or by phone. The person is this position welcomes clients and provides them with a high level of service. Punctuality, Dependability and Attendance is critical to your success.

Calendar and Meeting Management

• Coordinate internal and external meetings
• Calendar management, schedule and manage meetings and calendar
• Meeting logistics; conference rooms, catering; technology set up (may include Ed Days and Corporate Events or other requests)
• Greeting external attendees; vendors
• Schedule and coordinate travel, air | hotel | car | restaurants

Administrative Support

• Develop business communication and letters for Advisors
• Process expense reports, including corporate card and cash reimbursements
• Print accounts payable invoices received and distribute to appropriate recipients; stamp with receipt date and route for approval
• Sort and distribute incoming mail; process data entry needs
• Prepare and assemble mailings;
• Sort and distribute incoming mail
• Various file management; photocopying; overnight mailings; faxing

Produces Documents

• May produce information; spreadsheets, reports and PPT presentations, for use in internal and external executive meetings. This includes formatting, editing, researching, copying, or transmitting text, data, and graphics into final written format.

• High School Diploma, some college preferred
• 3 years office administration experience
• Strong application skills in Microsoft Office / Outlook is required
• Experience writing business communication/letters is required
• Detail oriented; ability to prioritize work flow and projects; able to work with deadlines and be flexible
• Professional interactions with department customers
• Ability to work with and keep information confidential
• Excellent oral and written communication skills
• Technical ability to set up conference rooms for remote attendees, Go To Meeting or Webinar and other remote meeting technology
• Ability to work as a Team Member; positive solution-focused attitude.

• The ability to stand or sit for long periods of time, to use the telephone and computer systems.
• Set up meeting room, configure technology
• File documents in high or low cabinets
• Ability to lift 20 pounds

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