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Administrative Assistant

4 months ago

Buffalo Grove, United States SGL Financial Full time

Our financial services and wealth management firm is looking for a confident and highly motivated individual that's interested in a great Administrative Assistant opportunity.

This is a full-time position during our standard business hours of 8:45 AM CST to 5:00 PM CST Monday - Friday.

**Requirements / Skillset**
- Enjoys talking to people and being on the phone
- Experience with proactive outreach / outbound phone calling
- Experience scheduling and managing multiple calendars
- Proficient with computers, office technology, data entry, and CRM systems
- Exceptional telephone skills
- Great conversational ability
- Professional and courteous
- Ambitious and results oriented
- Extreme attention to detail and ability to follow-up on tasks diligently through completion
- Bachelor’s degree preferred, but not required

We offer a stable and growing company with leadership, support, training, and everything you need to succeed and grow your career.

**Compensation: Full-Time + Benefits**
- $50,000 - $55,000 base salary (depending on experience)
- Eligible for potential performance-based team bonus
- Health, dental, vision insurance
- 401(k) with company match
- Mentoring/training from firm owners
- Family office with great company culture
- Career growth and advancement opportunities

**Essential duties and responsibilities**
- Immediate outbound calling to schedule appointments with prospective clients who have met with our financial advisors
- Follow a well-defined workflow for each step of the scheduling process
- Schedule appointments in our CRM calendar
- Log notes and track progress on each step of the process in our CRM system
- Provide a weekly progress report
- Check-in with advisors as-needed for their assistance in providing hand-written cards, video messages, or more to help you get in touch with the prospective client
- Additional responsibilities may arise as it relates to scheduling appointments for the advisors

Pay: $50,000.00 - $55,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Schedule:

- 8 hour shift
- Monday to Friday

**Experience**:

- Administrative: 1 year (required)

Ability to Commute:

- Buffalo Grove, IL 60089 (required)

Ability to Relocate:

- Buffalo Grove, IL 60089: Relocate before starting work (required)

Work Location: In person