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Administrative Associate at Almost Family - Portland Area

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Sep, 26

Salary

0.0

Posted On

02 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Banking Documentation, Transaction Processing, CRM Management, Account Management, Financial Data Analysis, Time Management, Written Communication, Verbal Communication, Organizational Skills, Client Service

Industry

Financial Services

Description

Description A full-service private family office in downtown Chicago is seeking a detail-oriented, proactive Administrative Associate to support a team responsible for financial transactions, account management, and day-to-day operational workflows. This role is ideal for someone with a strong administrative and operations background who is highly organized, enjoys working with numbers, and thrives in a fast-paced, service-oriented environment. Key Responsibilities Prepare banking documentation for new account openings, account maintenance, and online portal enrollments Initiate wires, ACH transfers, DTC transfers, and check requests Deposit and retrieve checks (via bank or mobile applications) Monitor shared inboxes, manage communications, and coordinate timely follow-up on requests Maintain and organize documents, financial statements, and tax portal accounts Ensure CRM systems and shared file structures remain accurate, organized, and up to date Support operational initiatives, process improvements, and assist with training team members on procedures Requirements Strong administrative foundation with excellent organizational and time-management skills High level of comfort working with numbers, financial data, and transaction processing Detail-oriented with the ability to manage multiple priorities and meet deadlines Strong written and verbal communication skills with a client-service mindset Proactive, adaptable, and dependable with a commitment to accuracy and quality work Demonstrates integrity, discretion, and a collaborative approach

Responsibilities

The role involves supporting a private family office by managing financial transactions, banking documentation, and account maintenance. Additionally, the associate will maintain CRM systems, organize financial statements, and coordinate communications via shared inboxes.