Receptionist/Trading Assistant
Posted Updated
About the role
We are seeking a dependable and personable Part-Time Receptionist / Trading Assistant to support our Oak Brook Terrace office. This is a great opportunity for someone who enjoys both client interaction and back-office administrative work in a professional environment
Key Responsibilities
Reception & Tenant Support:
- Greet and assist visitors, clients, and building tenants professionally
- Provide tours and general information to prospective tenants
- Answer phones, respond to inquiries, and manage the front desk area
Trading & Administrative Support:
- Verify trade amounts and account details before advisor submission
- Confirm with clients when funds are sent or received
- Ensure accounts are properly linked and assigned in internal systems
- Send internal follow-up tasks based on client requests or updates
- Track pending trading/account service requests and follow up as needed
- Update CRM with client communication and service notes
Qualifications
- Previous receptionist, administrative, or financial services experience required
- Strong attention to detail and organization
- Professional and friendly communication skills
- Comfortable working with software systems and multitasking
- Team-oriented mindset and a positive attitude
Compensation & Benefits
- Competitive Base Salary: $18- $20 per hour
- Health Insurance: Comprehensive Medical, Dental, and Vision coverage.
- Retirement: 401(k) plan with company match.
- Paid Time Off: Generous PTO, paid firm holidays.
- Professional Development: Support for continuing education, licensing, and industry conferences.