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Administrative Associate

Posted: 09/14/2025
Accounting

Administrative Associate 

Job Type ‐ Full‐time Location ‐ Decatur, IL

¾-Time to Full-Time - $40-45K

IPI Private Wealth, Powered by IPI Wealth Management, Inc (IPI) is an independent
broker/dealer and registered investment advisor that partners with financial professionals
enabling them to meet their client’s wealth management needs.

At IPI Private Wealth, integrity is key to the way we do business. Our integrity and
independence enable us to put our client's best interests first. We believe performance is
more than our client's return on investment; it’s making sure our clients are meeting their
lifestyle goals along the way.

We are seeking an experienced, motivated and energetic individual to join our dynamic and
growing team as an Operations Administrative Associate. In this role, you will work both
independently and in a team environment to provide world class service and support to
our home once employees and independent contractor financial professionals.

Essential Functions

  • Keep the once running efficiently by greeting clients, answering phones, handling incoming and outgoing mail, ordering and stocking supplies
  • Responsible for maintaining firm and once personnel insurance licensing and appointments
  • Provide excellent customer support by greeting clients and responding to account servicing requests
  • Review of account paperwork for completeness and correct supporting documentation; request and work with financial professionals to obtain essential missing information
  • Manage the processing of account service requests such as opening of new accounts, initiation of asset transfers, withdrawal requests and account updates
  • Document administration policies, procedures, and controls for securities orders
  • Ensure that administration of policies, procedures, and controls are consistently enforced
  • Provide timely responses to inquiries from external and internal constituents
  • Work with custodians, mutual fund companies and 3rd party vendors to assist financial professionals
  • Maintain professional and technical knowledge by completing ongoing training and development courses and attending educational workshops
  • Participate firm‐wide projects and other duties to continue to increase the efficiency of the team as a whole
 

Skills & Competencies 

  • Self‐motivated with a high degree of follow-through and the ability manage multiple priorities e􀀂ectively
  • Excellent relationship building and communication skills
  • The ability to solve complex problems, excellent attention to detail and strong critical thinking skills
  • Strong learning agility and the ability to quickly learn new systems, processes and workflows
  • Ability to maintain confidential, sensitive information
  • Sound business judgment and strong decision‐making ability
 

Education Requirements 
 

  • Bachelor’s Degree required or equivalent combination of education and work experience

  • Willingness to work toward Securities Industries Essentials (SIE Exam)

  • Broad knowledge of Broker/Dealer and Investment Advisory practices and processes with an understanding of financial planning and estate planning topics desirable but not required.
 

How to Apply 

If you are interested, please send your resume and cover letter to Lori Fuerstenberg at lfuerstenberg@myipiwealth.com
  
No immigration sponsorship is available for this position. IPI Private Wealth does not sponsor candidates for permanent residency.  

Administrative Associate
Investment Planners