Financial Services Coordinator

3 weeks ago


Schaumburg, Illinois, United States Vista Wealth Management Group Full time
Key Responsibilities

The Financial Services Coordinator will be responsible for scheduling meetings, confirming appointments, and communicating with clients, home office, and other third parties.

Additionally, you will assist in tracking opportunities throughout the sales cycle via CRM, answer phone calls, and meet with advisors to review calendars and current cases.

The benefits package includes 401(k) with match & profit sharing, short-term disability, long-term disability, health, vision, and dental insurance.



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