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Administrative / Office Assistant

2 months ago

Northbrook, United States R&R Human Resources Solutions Part time
Job DescriptionJob Description

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. 

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