About this role
Client Service Administrative Assistant at Cir. Location: Des Plaines or Fairfield or Phoenix. Role: providing support, maintaining records, preparing materials Requirements: 2+ years administrative or client service experience; strong communication, organization, problem-solving; proficiency with Microsoft Office and CRM; ability to support financial advisors and maintain client records. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, CRM, financial software Commitment: Full Time Workplace: Hybrid Languages: English