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Financial Assistant

Company: Ljr Consulting
Location: Lisle
Posted on: November 23, 2021

Job Description:

Expanding advisory practice in Oak Brook --- , IL has immediate opening for a full-time Financial Assistant.
We are looking for a polished, articulate and professional individual to assist with developing and managing the office as well as serving as the "right hand" of the Principal Advisor, preparing for meetings/presentations, developing proposals, opening and closing accounts.

This is a growth position for someone with superior attention to detail, strong organization skills and able to build client rapport. Hours are flexible Monday through Thursday with Friday's off.

Our Advisory Practice involves:
- - - - - - -Extensive client contact (in person and over the phone); responding to inquiries; providing follow-up; excellent attention to detail and managing priorities.
- - - - - - -Processing and maintaining accounts, records, and database information.

Specific Duties and Responsibilities:
- - - - - - -Assist financial advisor with daily activities, including maintaining calendars, preparing correspondence, and providing customer service.
- - - - - - -Review and update client information as needed for client review meetings.
- - - - - - -Execute client/advisor service requests and follow up activities.
- - - - - - -Complete and process financial paperwork for transfer of assets and tracking them through completion.
- - - - - - -Follow up with new and existing client to update status and schedule quarterly updates.
- - - - - - -May attend client meetings taking notes, execute follow up items and enter all pertinent summary notes into CRM.
- - - - - - -Maintains existing relationship with clients in order to handle future investment needs

Success Factors :
- - - - - - -Strong work ethic, positive attitude, pleasant demeanor, and excellent interpersonal skills
- - - - - - -Willingness to take direction.
- - - - - - -Detail oriented, process driven, and able to manage changing priorities
- - - - - - -Able to maintain confidentiality of information
- - - - - - -Familiar with Microsoft Office software package, with advanced skills in Excel and Word; CRM, and email systems
- - - - - - -Experience with DST Vision 2020, One View, Salesforce and/or Right Capital preferred
Two years prior experience in similar role in financial services Industry is required. Prior or current Series 7 is highly preferred.

You must submit - your _ - resume AND complete the Attention to Detail Assessment (sent separately) to be considered for this position .
Job Type: Full-time
Salary: $45,000.00 to $50,000.00 /year

Keywords: Ljr Consulting, Chicago , Financial Assistant, Accounting, Auditing , Lisle, Illinois

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