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Finance Associate

3 months ago

Oak Brook, United States Lakeshore Financial Group Full time

Lakeshore Financial Group, a leading financial services firm in Illinois, is seeking a highly organized and detail-oriented Financial Associate to join our growing team at our Oak Brook location.

This is a great opportunity for the right person to get their foot in the door with a growing firm and learn directly from an experienced, successful advisor.

In this role, you will be responsible for supporting a partner of our firm by engaging with clients, managing calendars and communication, and ensuring accurate client data within our CRM system.

Responsibilities:

Client Communication:

  • Proactively reach out to current and prospective clients
  • Serve as the primary point of contact for assigned clients.
  • Respond to client inquiries and address issues promptly and professionally, ensuring clear and consistent communication.
  • Build rapport and maintain positive client relationships.

Schedule Management:

  • Manage and maintain the schedule of one financial advisor, ensuring their time is optimized for client needs.
  • Organize and coordinate meetings, reviews, and video calls efficiently.
  • Proactively anticipate scheduling needs and potential conflicts.

CRM Management:

  • Maintain and update the firm's Client Relationship Management (CRM) system with accurate and up-to-date client information.
  • Generate reports and perform data analysis as needed.
  • Stay up-to-date on CRM best practices and contribute to system optimization.

Qualifications:

  • Bachelor's degree in Finance, Business Administration, or a related field
  • Strong organizational and time management skills with the ability to prioritize multiple tasks.
  • Excellent communication and interpersonal skills, both written and verbal.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook).
  • Experience with Salesforce and/or RedTail is a plus
  • Ability to work independently and as part of a team.

Benefits:

  • Salary is $45-55k annually + commission
  • Competitive benefits package
  • Opportunity for mentorship, professional growth & development.
  • Dynamic and team-oriented work environment.