Administrative / Office Assistant

Our client, a growing financial services firm located in Northbrook is seeking a  Part-Time (25-30 hours per week) strategic Administrative team member to perform administrative duties in a hybrid (two days a week in office) work environment. (Candidate should be located a reasonable commute from Northbrook).

Duties include:

• Preparing applications for new investment accounts and insurance policies, including updating addresses and beneficiaries.
• Inputting financial information for client projections.
• Creating investment reports with various parameters.
• Monitoring work flow and prioritizing work assignments.
• Maintaining compliance files.
• Maintain registration on various sites.
• Implementing estate plan and trust updates.
• Invoice tracking on financial plans
• Handling death claim forms and insurance/annuity change forms

Qualifications and requirements include:

• Bachelor’s degree preferred.
• At least one year work experience, will consider entry level candidates.
• Never declared bankruptcy – credit check and fingerprinting a must.
• Strategic thinker that can suggest process efficiencies.
• Experience with Word, Excel, and savvy with online software tools.
• Ability to work with other support personnel.
• Ability to support a team of three financial advisors.

Awesome opportunity for someone who wants an opportunity in the financial services industry and looking to contribute meaningfully. Compensation commensurate with experience.