What are the responsibilities and job description for the Administrative Associate position at Brookstone Capital Management?
About Us:
Brookstone Capital Management is a dynamic and forward-thinking national Financial Services firm with ~$10B in Assets Under Management (AUM) providing a Turnkey Asset Management Platform (TAMP) to Financial Advisors. We are committed to providing innovative services, technology, and investment solutions to Financial Advisors and their clients. As we continue to rapidly grow, we are seeking professional, highly organized, and detail-oriented Administrative Associates to provide crucial support to our operational teams and Advisors.
Job Overview:
The Administrative Associate will play a key role in supporting our internal teams and Advisors. The ideal candidate will have excellent organizational and communication skills, be proficient in office software, and be able to handle a variety of administrative tasks with precision.
Responsibilities:
- Provide administrative support to the team, including handling phone calls, emails, and inquiries.
- Manage and coordinate schedules, appointments, and meetings for executives and team members.
- Prepare and edit documents, reports, and presentations.
- Maintain office supplies and ensure the office environment is organized and well-maintained.
- Assist in the coordination of company events and meetings.
- Handle travel arrangements and accommodations for team members.
- Collaborate with other departments to facilitate communication and workflow.
- Assist in basic accounting tasks, such as expense tracking and invoice processing.
- Manage confidential information with discretion and professionalism.
Qualifications:
- Bachelor's degree in Finance, Business, or a related field.
- Proven experience in an Administrative Associate or similar role.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Strong organizational and multitasking abilities.
- Excellent written and verbal communication skills.
- Detail-oriented with a high level of accuracy.
- Ability to work independently and collaboratively within a team.
- Strong Project Management skills.
- Professional and friendly demeanor.
Position: Full-time
Location: Wheaton, IL (100% onsite - not a remote/hybrid/WFH position)
Benefits: Medical, Dental, Vision, 401(k) w/match, Life, Maternity, Paternity, and PTO (paid vacation, sick, and personal time off)