Job Description

Company Overview:

Brookstone Capital Management, a rapidly growing national Turnkey Asset Management Platform (TAMP) with over $11B in Assets Under Management (AUM), provides personalized and comprehensive wealth management services to over 700 Advisors and 50,000 clients. We have been one of the fastest-growing TAMPs in the country since its inception by providing a comprehensive, and flexible open-architecture platform. Brookstone has found success by providing an all-inclusive support system that will help Advisors start, build, and grow their Advisory businesses.

Job Overview:

The Administrative Associate will play a key role in supporting our internal teams and affiliated 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 including handling phone calls and emails
• Provide operations/administrative support to Financial Advisors and Insurance Agents
• Prepare and process account applications, transfers, and other client forms
• Maintain accurate and organized records and documentation
• Respond to Advisor inquiries and follow up on service requests
• Monitor and track account activity to ensure timely processing
• Liaise with custodians, teams, or financial institutions as needed
• Prepare and edit documents, reports, and presentations.
• Manage confidential information with discretion and professionalism

Qualifications:

• Proven experience in an Administrative Associate or similar role
• Proficient in Microsoft Office Suite (Word, Excel, 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
• Bachelor's degree in Finance, Business, or a related field preferred

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)

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