Financial Paraplanner Assistant
4 weeks ago
We are seeking a highly motivated and detail-oriented Paraplanner to join our team at Sentinel Asset Management LLC. As a Paraplanner, you will play a critical role in helping our clients achieve their financial goals by assisting our Financial Planners in preparing comprehensive financial plans.
Key Responsibilities- Collaborate closely with Financial Planners to manage paperwork and document submissions, ensuring the prompt and accurate processing of pending transactions.
- Prepare and participate in client meetings to provide support and facilitate the submission of various financial applications.
- Manage service-related tasks, including handling client requests and assisting in preparing financial plans and other information for client presentations.
- Act as the primary point of contact for clients, addressing inquiries and assisting with their needs.
- Ensure compliance with all industry regulations and standards when handling financial paperwork and transactions.
- Active State Life and Health License is a must (or willingness to take and pass the test within 30 days of employment).
- 3+ years of client service experience in a professional office setting, ideally in a related area such as financial planning, banking, mortgage processing, financial institutions, etc.
- Familiarity with CRM software is a plus.
- Meticulous attention to detail and excellent written and verbal communication skills are essential.
- Technical abilities, including proficiency in Microsoft Suite and online financial institution platforms, are required.
Sentinel Asset Management LLC is dedicated to providing comprehensive financial guidance to our clients. Our team of experienced Financial Planners works closely with clients to create customized portfolios that align with their investment goals, tax considerations, income needs, and risk tolerance.
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Financial Manager
4 weeks ago
Highland Park, Illinois, United States Township High School District 113 Full timeJob Summary: We are seeking a highly skilled Financial Manager to join our team at Township High School District 113. The successful candidate will be responsible for providing support to department activities, including management of the district accounting cycle, and assisting with the completion of financial reports for the Board of Education and state...
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Financial Representative
4 weeks ago
Highland Park, Illinois, United States Fidelity TalentSource LLC Full timeJob Description:As a Financial Representative at Fidelity, you will play a key role in building strong relationships with clients and helping them achieve their financial goals. Your expertise in customer service, phone, or financial services will serve as a solid foundation for this role. We will support you in obtaining the necessary FINRA licenses,...
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Financial Representative
4 weeks ago
Highland Park, Illinois, United States Fidelity TalentSource LLC Full timeJob Description:As a Financial Representative at Fidelity, you will play a key role in building strong relationships with clients and contributing to the success of our branch. We are seeking a motivated and customer-focused individual who can provide exceptional service and support to our clients.The Expertise We re Looking For:We are looking for someone...
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Financial Operations Manager
4 weeks ago
University Park, Illinois, United States Creative Financial Staffing Full timeAssistant Controller Job SummaryCreative Financial Staffing is seeking a highly skilled Assistant Controller to join our team. As a key member of our finance department, you will be responsible for ensuring compliance with company policies and government regulations.Key Responsibilities:Ensure compliance with company policies and government...
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Financial Operations Manager
4 weeks ago
University Park, Illinois, United States Creative Financial Staffing Full timeAt Creative Financial Staffing, we are seeking a highly skilled Financial Operations Manager to join our team. The ideal candidate will have a strong background in accounting and finance, with a focus on ensuring compliance with company policies and government regulations.Key Responsibilities:* Ensure compliance with company policies and government...
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Chief Financial Officer
4 weeks ago
Highland, Illinois, United States Relevante Full timeJob SummaryRelevante is seeking a highly skilled and experienced Corporate Controller to lead its finance functions. The ideal candidate will have a strong background in accounting and finance, with a proven track record of success in managing financial operations, developing and implementing financial strategies, and ensuring compliance with accounting...
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Highland Park, Illinois, United States Hospital Sisters Health System Full timePrimary Care Physician Assistant/Nurse Practitioner OpportunityWe are seeking a highly skilled and dedicated Primary Care Physician Assistant/Nurse Practitioner to join our team at HSHS Medical Group in Highland, IL.Practice Highlights:Well-established and growing practice with a supportive communityGroup shared call and on-site access to labs, scans, and...
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Financial Analyst
1 month ago
Orland Park, Illinois, United States Village of Orland Park Full timeOpportunity OverviewThe Village of Orland Park is seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for analyzing financial data, preparing financial reports, and providing recommendations to senior management.Key ResponsibilitiesThis role will involve:Preparing and analyzing...
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Financial Manager
3 weeks ago
Bedford Park, Illinois, United States Lincoln Search Consultants Inc Full timeJob Title: Financial ManagerAt Lincoln Search Consultants Inc, we are seeking a highly skilled Financial Manager to join our team. The successful candidate will play a vital role in the financial management of our manufacturing operations. Key Responsibilities:Lead and mentor the Accounts Payable and Accounts Receivable teams, ensuring efficient and accurate...
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Financial Operations Manager
4 weeks ago
Schiller Park, Illinois, United States Stamford American International Hospital Full timeJob SummaryAs a Financial Operations Manager at Stanford American International Hospital, you will play a crucial role in assisting departmental leadership in organizational development, benchmarking, operational reporting, management reporting, performance management, measuring trends, budgeting, analysis, and other financial activities with a limited...
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Nurse Specialist
4 weeks ago
Highland Park, Illinois, United States Hospital Sisters Health Systems (HSHS) Full timeJob SummaryWe are seeking a highly skilled Registered Nurse to join our Wound/Ostomy Outpatient Clinic team. As a key member of our healthcare team, you will be responsible for promoting and restoring patients' health by completing the nursing process, collaborating with physicians and advanced practice providers, and providing physical and psychological...
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Director of Food Operations
1 month ago
Highland Park, Illinois, United States Levy Full timeJob Title: Director of Food OperationsLevy is seeking a highly experienced and skilled Director of Food Operations to lead our team at the location. As a key member of our leadership team, you will be responsible for ensuring high standards of the guest experience, safety, and financial performance.Key Responsibilities:Proactively coach and motivate team...
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Chief Financial Officer
4 weeks ago
Oak Park, Illinois, United States College of Charleston Full timeJob SummaryThe Village of Oak Park seeks a highly skilled and experienced Chief Financial Officer to lead its Finance Department. As a key member of the executive leadership team, the CFO will be responsible for managing the Village's finances, including financial planning, analysis, budgeting, and risk management.Key ResponsibilitiesDevelop and implement...
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Nurse Practitioner
4 weeks ago
Highland Park, Illinois, United States Hospital Sisters Health Systems (HSHS) Full timeJob SummaryAs a Registered Nurse with Hospital Sisters Health Systems (HSHS), you will have the opportunity to provide compassionate care to patients, friends, and families in a dynamic and supportive environment. Our team is dedicated to promoting and restoring patients' health through the nursing process, collaboration with physicians and multidisciplinary...
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Nurse Practitioner
4 weeks ago
Highland Park, Illinois, United States Hospital Sisters Health System Full timeJob SummaryWe are seeking a compassionate and skilled Registered Nurse to join our team on a PRN basis. As a Registered Nurse, you will provide emotional, psychological, and spiritual support to patients, friends, and families, while promoting and restoring patients' health through the nursing process.Key ResponsibilitiesEstablish a compassionate environment...
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Senior Financial Analyst
4 weeks ago
Schiller Park, Illinois, United States Sun Belle Full timeJob Title: Senior Financial AnalystAbout the Role:We are seeking a highly skilled Senior Financial Analyst to join our team at Sun Belle. As a Senior Financial Analyst, you will be responsible for preparing monthly journal entries, handling monthly, quarterly, and annual closings, and reconciling bank accounts and balance sheet accounts.Key...
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Financial Operations Specialist
4 weeks ago
Oak Park, Illinois, United States The LaSalle Group Full timeLaSalle Network is seeking a highly skilled Financial Operations Specialist to join their team. In this role, you will play a pivotal part in ensuring the financial operations of a prominent Consumer Packaged Goods (CPG) company in Oak Park, Illinois, are running smoothly.Manage and maintain financial records, ensuring compliance with accounting...
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Automotive Payroll Specialist
4 weeks ago
Highland Park, Illinois, United States McGrath Arlington Kia Full timeWe are seeking a highly skilled Payroll and HR Generalist to join our team at McGrath Arlington Kia. The ideal candidate will have a strong background in payroll processing, benefits administration, and employment law.Key Responsibilities:Process payroll and ensure accurate and complete financial reportingAssist in the on-boarding of new employees and ensure...
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Senior Financial Analyst
4 weeks ago
Villa Park, Illinois, United States Exelon Full timeFinancial Analyst Role OverviewExelon is a leading energy company that is transforming the future of energy. We are seeking a skilled Financial Analyst to join our team and contribute to our mission of delivering solutions that make our diverse cities and communities stronger, healthier, and more resilient.Key Responsibilities:Manage and control O&M and...
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Veterinary Technician
1 month ago
Highland Park, Illinois, United States VCA Animal Hospitals Full timeAbout the RoleVCA Animal Hospitals is seeking a highly skilled and compassionate Certified Veterinary Technician to join our team. As a key member of our veterinary care team, you will play a vital role in providing exceptional patient care and contributing to the overall success of our hospital.ResponsibilitiesAssist veterinarians with medical procedures,...