Job Description

We are seeking a Wealth Management Administrative Assistant to join our team! You will perform clerical and administrative functions in order to drive firm success.

RESPONSIBILITIES:

• Assisting the team with a variety of standard office tasks including managing documents (scanning / copying / labeling), organizing files, etc.
• Supporting the portfolio administrator, office manager, and asset management team on a variety of activities requiring a high level of discretion (e.g. dealing with confidential and/or proprietary client and employee information).
• Assisting with tax preparation.
• Greeting and assisting onsite guests and answer inbound telephone calls with professionalism.

Qualifications:

• Prior administrative assistance and client service experience in financial services (e.g. banking, mortgage administration, accounting, investment management, insurance, etc.) is strongly preferred.
• Knowledge of portfolio and financial planning software (Axys, eMoney, etc.) preferred.
• Experience with custodians such as Charles Schwab and Fidelity a plus.
• Ability to prioritize and multitask.
• Excellent communication skills.
• Strong attention to detail and organizational skills.
• High School, GED, required. Some college desirable but not required.
• Must be able to lift 25 pounds and be willing to have a background/credit check in accordance with industry regulatory requirements.

Company Description

Gryphon Advisors specializes in investment planning and management, domestic and international tax planning, strategic and operational business planning, organizational restructuring, compensation planning and implementation, ownership and management succession planning, and planning for multiple-generation family businesses. With more than 40 years of combined financial planning and management consulting experience, we serve a broad and growing client base of trusts, high net worth individuals, families, and privately held businesses. Located in downtown Evanston, we are steps away from the Davis Street CTA and Metra stations.