Financial Services Coordinator

6 days ago


Bloomington, Illinois, United States JTB INTERNATIONAL INC Full time
About the Role

This is an exciting opportunity for a detail-oriented and organized individual to join our team and contribute to the success of our Financial Advisors.

Responsibilities include running daily reports, coordinating staff and operational support activities, and anticipating client needs to ensure exceptional service delivery.

The successful candidate will be able to work independently and as part of a team, with excellent problem-solving skills and a polished professional manner.

Requirements and Qualifications
  • Prior experience working in a broker-dealer office or finance industry
  • Microsoft Excel, Word, Outlook, and PowerPoint proficiency
  • Able to organize and manage multiple tasks with changing priorities and deadlines
  • Excellent verbal and written communication skills

We offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.



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