Job Summary

• Support Financial Advisors in delivering client investment solutions by providing administrative, sales, and customer service support.
• Facilitate new client onboarding, manage account paperwork, track correspondence, and generate performance reports.
• Act as the team's Office Manager, handle client communications, and manage banker referral flow in Salesforce.

Matching Summary

Salary

Base: $20.20 - $24.04/hour; Bonus/Equity: eligible for annual bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Key Requirements

• 3+ years relevant financial industry experience
• Customer service experience preferred
• Working knowledge of Microsoft Word, Excel, Outlook
• FINRA Series 7 and 66 licenses preferred
• Illinois Insurance License preferred
• Relationship management skills

Work Rights