jobs

posted: 03/25/2025

Categories: Customer Service, Financial

Office Assistant

Job Title: Office Assistant

Location: Brucke Financial Inc, Teutopolis, Illinois

Reports To: Financial Planner

Job Overview:

We are seeking a detail-oriented and highly organized Office Assistant to support the operations of our financial planning firm. As a key team member, you will assist our financial planners by providing administrative support, managing client communication, organizing office operations, and ensuring that day-to-day activities run smoothly. The ideal candidate will have strong communication skills, the ability to multitask, and a proactive approach to problem-solving.

Key Responsibilities:

• Client Communication:
  • Answer and direct phone calls, emails, and other forms of communication.
  • Assist with scheduling appointments and meetings between clients and financial planners.
  • Prepare client meeting materials and ensure all necessary documentation is complete.
  • Send client correspondence, including letters, emails, and reports.
• Administrative Support:
  • Manage and maintain accurate client files, ensuring they are up-to-date and comply with industry and company regulations.
  • Handle basic data entry tasks, including inputting data into client management systems.
  • Assist in processing and following up on financial paperwork, such as account forms, applications, and other documents.
  • Maintain client contact lists and reports for financial planners.
  • Provide backup support for other team members during busy periods or absences.
• Office Organization:
  • Coordinate office scheduling, including meeting rooms and event space.
  • Help with organizing client events, seminars, and workshops as needed.
• Client Service:
  • Greet clients in a professional and friendly manner.
  • Assist clients with basic inquiries and follow up on tasks as directed by financial planners.
  • Maintain a high level of confidentiality in handling sensitive client information.

Qualifications:

• High school diploma or equivalent required; associate’s degree or some college coursework preferred.
• Ability to maintain a high level of confidentiality and professionalism.
• Prior office or administrative experience is a plus but not required.
• High level of accuracy and attention to detail.
• Excellent communication skills, both written and verbal.
• Proficient in Microsoft Excel and Word.
• Friendly, client-focused attitude with a strong customer service orientation.

Personal Characteristics:

• Reliable: Dependable and able to handle a range of administrative tasks efficiently.
• Confidentiality: Ability to maintain a high level of discretion regarding all business information
• Organized: Able to manage multiple tasks and prioritize effectively.
• Tech-Savvy: Comfortable with software applications and new technologies.
• Team Player: Works collaboratively with others in a fast-paced office environment.
• Personable: Ability to establish and maintain a friendly relationship with clients and coworkers.
• Attention to Detail: Strong ability to manage and maintain accurate records.

Benefits:

• Competitive salary based on experience.
• Retirement benefits.
• Positive, supportive work environment.
• Work supports a family friendly lifestyle.
• Paid time off and holidays.

How to Apply:
If you’re looking for a rewarding career in the financial services industry and possess the required skills, we’d love to hear from you! Please submit your resume and a cover letter outlining your qualifications and interest in the role to jenny@bruckefinancial.us.