Administrative Assistant
4 weeks ago
We are looking two Administrative Assistants to join our practice. We have been in practice for a combined 60+years and are one of the top Financial Planning offices in the nation.
Desired skills and duties:
● High degree of professionalism
● Must be computer proficient with high use of Word, Excel, Outlook, Microsoft Office suite and internal systems
● Client scheduling and follow up
● Processing of client paperwork (new accounts, updates, etc)
● Gathering data for Financial Plans
● Working with active spreadsheet for order flow, client meetings, and Financial Planning reviews
● Able to work independently at times
● Comfortable on the phone with internal partners
● Prepare client reports for reviews and meetings
● Transcribing meeting notes to our CRM
● Answering phones and filing as needed
● Assistance onboarding new staff
Company DescriptionHeritage Wealth Advisors is a complete Investment Management and Financial Planning firm.Company DescriptionHeritage Wealth Advisors is a complete Investment Management and Financial Planning firm.-
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Research Assistant
3 weeks ago
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Receptionist
4 weeks ago
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Financial Analyst
1 week ago
Gurnee, United States Abbott Laboratories Employees Credit Union Full timeJob DescriptionJob DescriptionALEC is one of the largest credit unions in Illinois and we foster a supportive and collaborative work environment, where employees are encouraged to grow both personally and professionally. We offer a comprehensive benefits package, which even includes a medical plan with no premiums taken from your paycheck. We can’t wait to...
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