Brookstone Capital Management

Compensation

Full Description

Company Overview: Brookstone Capital Management, a rapidly growing national Turnkey Asset Management Platform (TAMP) with over $13B in Assets Under Management (AUM), provides personalized and comprehensive wealth management services to over 700 Advisors and 50,000 clients. Brookstone has been one of the fastest-growing TAMPs in the country since its inception by providing a comprehensive and flexible open-architecture platform with an all-inclusive support system that helps Advisors start, build, and grow their Advisory businesses to new heights. We are experiencing hyper growth and looking to add talented, motivated, and passionate people to our talented team. Position Overview: The Administrative Associate will play a key role in supporting our internal teams and affiliated Advisors. The successful candidate will be a high-energy, team-oriented, and collaborative individual who supports the needs of the firm's Advisors and their clients. Must be able to successfully operate as a hands-on contributor in a fast-paced, team-oriented, and deadline-sensitive environment. 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)