Administrative Specialist

Merit Financial Advisors • Barrington, IL

9d

About The Position

The Administrative Specialist is a key client-service role responsible for maintaining the administrative organization of the office and warmly interacting with clients in person and over the phone. The position supports advisors and the Client Service team with scheduling, office coordination, hospitality, and special projects. Responsibilities may vary, grow, and change.

Requirements

• At least 1–2 years of front office experience.
• Ability to organize, prioritize, and handle multiple tasks.
• Effective written and verbal communication skills.
• Excellent teamwork, time management, and organizational skills.
• Energetic, outgoing personality when interacting with guests and team members.
• Ability to act with integrity, professionalism, and confidentiality.
• Proficiency with Microsoft Office Suite or related software.

Responsibilities

• Warmly greet clients, engage with them, and offer refreshments.
• Answer phones and transfer calls to the correct contacts.
• Schedule client reviews through Salesforce workflow, coordinate appointment priorities with advisors, and update systems appropriately.
• Manage conference room scheduling.
• Coordinate with Client Service team members and advisors on action items from client review meetings.
• Serve as the point of contact with Building Maintenance for office servicing needs.
• Coordinate maintenance of office equipment with vendors as needed.
• Order and maintain office supplies and the work room.
• Help with event planning and arrange hospitality services for in-office meetings.
• Send client gifts as requested by team members.
• Work on special projects.

Benefits

• Medical insurance
• Dental and vision insurance
• Life and personal accident insurance
• Short-term disability insurance
• Long-term disability insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA), or Dependent Care FSA
• 401(k) plan with company matching
• Paid time off (PTO)
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed