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Office Support Specialist

2 months ago

Northbrook, Illinois, United States R&R Human Resources Solutions Full time
Position Overview

R&R Human Resources Solutions is looking for a dedicated part-time Administrative professional to join our client's expanding financial services team. This role will involve performing essential administrative tasks in a hybrid work setting.

Key Responsibilities:

  • Preparing documentation for new investment accounts and insurance policies, ensuring all information is current and accurate.
  • Entering financial data for client projections and analyses.
  • Generating investment reports based on specified criteria.
  • Overseeing workflow and managing task priorities effectively.
  • Maintaining compliance documentation and records.
  • Ensuring proper registration on various platforms.
  • Assisting with updates to estate plans and trusts.
  • Tracking invoices related to financial plans.
  • Processing death claim forms and modifications for insurance and annuities.

Qualifications:

  • A bachelor's degree is preferred.
  • Minimum of one year of relevant work experience; entry-level candidates may be considered.
  • Must have a clean financial background; credit checks and fingerprinting are required.
  • Ability to think strategically and propose process improvements.
  • Proficient in Microsoft Word and Excel, with a strong aptitude for online software tools.
  • Capable of collaborating effectively with other support staff.
  • Ability to assist a team of three financial advisors.

This is an excellent opportunity for individuals seeking to make a meaningful contribution within the financial services sector. Compensation will be based on experience.