Administrative Associate

Barrington, IL
Full Time
Entry Level
Administrative Associate

Reports to: Director of Operations
Status: Exempt

Apollon Wealth Management is looking for a driven Administrative Associate to become a valuable member of our team. Our ideal candidate will play a crucial role in maintaining smooth day-to-day operations within the organization. 

Responsibilities:
  • Efficiently handle incoming calls and assist with managing scheduling for financial advisors, ensuring smooth communication and appointment coordination
  • Maintain a meticulous record of pending tasks for financial advisors and provide regular reports on task status
  • Manage various office-related tasks and general office management 
  • Greet clients and prospects, ensuring a positive initial impression
  • Support client events and seminars

Minimum Education:
• Bachelors Degree preferred


Skills and Experience:
  • Previous experience in administrative support or related roles
  • Strong organizational and multitasking abilities
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Excellent verbal and written communication skills
  • Ability to maintain confidentiality and handle sensitive information
  • Strong attention to detail and accuracy
  • Ability to work independently and in a team-oriented environment



 
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