Financial Administrative Assistant

Lakeshore Talent

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Lakeshore Talent is seeking a dynamic team member for a direct hire Administrative Assistant/Receptionist role with a Financial Services company in Downtown, Chicago. 

This is a full time, in office position, paying $45,000-50,000/year depending on experience. 

Job Description: As an Administrative Assistant, you will play a crucial role in ensuring the smooth operation of our office and providing support to our team. Your responsibilities will include:

  • Managing office operations, including maintaining office supplies, and greeting and communicating with visitors
  • Application Review and data entry into Salesforce 
  • Assisting with client inquiries and providing excellent customer service
  • Handling incoming and outgoing correspondence, including mail and emails
  • Coordinating meetings and appointments, including scheduling, preparing meeting materials, and arranging travel accommodations
  • Assisting with the preparation of financial documents, reports, and presentations
  • Performing general clerical tasks, such as filing, data entry, and record-keeping
  • Collaborating with team members to support various projects and initiatives
  • Adhering to company policies and procedures, ensuring compliance with regulations


  • High school diploma or equivalent; associate or bachelor’s degree preferred
  • Prior experience in an administrative role, preferably in a financial or professional services setting
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Salesforce
  • Strong organizational skills and attention to detail
  • Excellent communication and interpersonal skills
  • Strong writing ability
  • Ability to prioritize tasks and manage time effectively
  • Knowledge of financial terminology and concepts is a plus
  • Professional demeanor and positive attitude


  • Competitive salary
  • Health, dental, and vision insurance
  • Retirement savings plan
  • Professional development and advancement opportunities

If you are a motivated and organized individual with a passion for providing exceptional administrative support, we encourage you to apply for this position. 


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