Financial Services Professional

7 days ago


Galesburg, Illinois, United States Weitz and Luxenberg PC Full time

Company Overview
Weitz and Luxenberg PC is a leading financial services company that offers a range of investment solutions to its clients. Our team is dedicated to providing exceptional service and expertise to help our clients achieve their financial goals.

Salary
The estimated salary for this position is $45,000 - $60,000 per year, depending on experience. This includes a base salary of $40,000 and a bonus structure that rewards high-performing employees.

Job Description
As an Investment Operations Associate, you will be responsible for the day-to-day operational duties of the Investment Department. This will include processing new accounts, greeting clients and prospective clients, answering incoming telephone calls, sorting and distributing mail, sending periodic client correspondence, and processing account transfers, contributions and redemptions. You will also create client meeting update books and reviews, send update meeting letters/e-mails to clients, and may accept and execute client trade requests based on licensing.

Required Skills and Qualifications
To be successful in this role, you will need excellent time management and organizational skills, as well as the ability to handle multiple tasks within tight time frames. You will also need excellent attention to detail, strong customer service skills, proficiency with Microsoft Office software, and strong analytical and research skills. A degree in finance-related field is preferred, and interest in and knowledge of financial markets and investment securities is also highly valued. Series 7 and Series 66 licenses are preferred but not required.

Benefits
We offer a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) plan, and paid time off. We also provide ongoing training and development opportunities to help you grow your career.



  • Galesburg, Illinois, United States Specialty Professional Services Full time

    About Specialty Professional ServicesOur organization is dedicated to delivering exceptional healthcare services, and we're currently seeking an experienced Physical Therapist to join our team in Laurinburg, NC. As a leading provider of rehabilitation services, we prioritize patient care and satisfaction.Salary and BenefitsWe offer a highly competitive...


  • Galesburg, Illinois, United States Specialty Professional Services Full time

    About the Role: Specialty Professional Services is seeking a skilled Travel Nurse to provide high-quality care for newborn patients in Laurinburg, NC.">Overview: This 3x12 Nights shift position requires a current RN license and at least one year of recent experience as a Newborn Nurse. The ideal candidate will possess a strong clinical background and...


  • Galesburg, Illinois, United States Specialty Professional Services Full time

    Job Summary:We are seeking an experienced Physical Therapist to join our team at Specialty Professional Services. The ideal candidate will possess a current NC license or Compact license and have at least 1 year of recent experience as a Physical Therapist.About the Role:This is a full-time position working a 5x8 day shift. Our ideal candidate will be...


  • Galesburg, Illinois, United States Weitz and Luxenberg PC Full time

    Job Title: Financial Operations SpecialistWe are seeking a detail-oriented and organized Financial Operations Specialist to join our team at Weitz and Luxenberg PC. This role will be responsible for supporting the day-to-day operational duties of the Investment Department, ensuring all client paperwork and processing is handled in a timely, accurate and...


  • Galesburg, Illinois, United States Weitz and Luxenberg PC Full time

    Job Summary:">We are seeking an experienced Financial Operations Associate to join our team. As a key member of our Investment Department, you will be responsible for handling the day-to-day operational duties, ensuring client paperwork and processing is handled in a timely and accurate manner.">About Us:">Weitz and Luxenberg PC is a reputable financial...


  • Galesburg, Illinois, United States S & L Corral Inc. dba Golden Corral Full time

    We are seeking a Food Service Professional to provide exceptional customer service and ensure a positive dining experience for our guests.Job DetailsThe estimated salary range for this position is $8-$12 per hour, depending on experience and location.Job Responsibilities:Ensure guest satisfaction and promote return visits by following the Eight Steps of...


  • Galesburg, Illinois, United States CBI Bank & Trust Full time

    About the RoleEstimated Salary: $50,000 - $70,000 per year. We are seeking a skilled Financial Operations Coordinator to join our team at CBI Bank & Trust in Galesburg. The ideal candidate will possess excellent time management and organizational skills, with the ability to handle multiple tasks within tight time frames. Responsibilities include processing...


  • Galesburg, Illinois, United States Weitz and Luxenberg PC Full time

    About the Job: We are seeking a highly organized and detail-oriented Financial Operations Specialist to join our team. This individual will be responsible for ensuring the day-to-day operational duties of the Investment Department are handled in a timely, accurate, and professional manner.">Responsibilities and Requirements: Key responsibilities include...


  • Galesburg, Illinois, United States Industrial Trade Services Full time

    Job Title: Mechanical MillwrightOverview: Industrial Trade Services is seeking a skilled Mechanical Millwright to join our team in Galesburg, IL. As a vital member of our crew, you will be responsible for assembling, installing, and dismantling conveyor systems, as well as troubleshooting and repairing broken or worn-down mechanical...


  • Galesburg, Illinois, United States Carolina Therapy Services Full time

    Job OverviewCarolina Therapy Services seeks a dedicated Physical Therapist Assistant (PTA) to join our dynamic team at our state-of-the-art facility in Laurinburg, NC.This is a full-time and part-time opportunity with a competitive salary of $50,000 - $60,000 per year, depending on experience. Our therapy team offers diverse talents and dedication to achieve...


  • Galesburg, Illinois, United States Industrial Trade Services Full time

    Job ResponsibilitiesPreparation and Installation: Prepare sketches showing location of wiring and equipment, following diagrams or blueprints, and installing concealed wiring before completing future walls, ceilings, and flooring.Conduit Work: Measure, cut, bend, thread, assemble, and install electrical conduit using tools like hacksaws, pipe threaders,...


  • Galesburg, Illinois, United States Carolina Therapy Services Full time

    About the RoleOccupational Therapist Assistant at Carolina Therapy Services in Laurinburg, NC. COTA- Occupational Therapist Assistant required.Join a dynamic therapy team at our state-of-the-art facility offering inpatient and outpatient therapy services. We strive to provide an inspiring environment for recovery, empowering every step taken towards...

  • Beauty Professional

    4 weeks ago


    Galesburg, Illinois, United States Sally Beauty Full time

    Job OverviewSally Beauty is a leading provider of professional beauty products and services.


  • Galesburg, Illinois, United States Aureus Group Full time

    Nurse Traveler Opportunity: We're seeking a skilled RN for a 13-week contract in IL. This chance allows you to improve your nursing expertise while exploring new locations with Aureus Medical Group.Financial Package: Based on current bill rates, the hourly compensation for this position could range from $120 to $160 per hour. Keep in mind that these rates...


  • Galesburg, Illinois, United States Method Search Consultants Full time

    Company OverviewWe are a leading provider of agronomy services, seeking an experienced sales professional to join our team. With a focus on delivering exceptional customer experiences, we strive to be the preferred choice for farmers and agricultural businesses in the region.Sales OpportunityAs a Seed Sales Specialist, you will play a crucial role in...


  • Galesburg, Illinois, United States Community Unit School District #205 Full time

    About the Job: Are you passionate about helping children reach their full potential? Do you have a background in speech-language pathology or a related field? If so, we encourage you to apply for this exciting opportunity as a Special Education/Speech and Language Pathologist at Community Unit School District #205.**The Ideal Candidate:** We are looking for...


  • Galesburg, Illinois, United States OneStaff Medical Full time

    We are seeking a skilled Endoscopy Nurse to join our team of traveling healthcare professionals. This exciting opportunity is available in Galesburg, Illinois, and offers the chance to work with a dynamic group of medical professionals.Job OverviewThis 13-week travel assignment requires a highly motivated and dedicated RN to provide exceptional patient care...


  • Galesburg, Illinois, United States Walmart Full time

    The Staff Pharmacist role at Walmart offers a unique opportunity to combine your clinical expertise with business acumen. Our team is committed to delivering exceptional patient care and improving outcomes. As a key member of our pharmacy team, you will be responsible for providing pharmaceutical services, counseling patients, and maintaining accurate...


  • Galesburg, Illinois, United States Circle K Stores, Inc. Full time

    **Customer Service Representative Opportunity**We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our retail team, you will be responsible for providing exceptional customer service and support to our customers.**Key Responsibilities:**Provide excellent customer service...


  • Galesburg, Illinois, United States Prairieland Service Coordination, Inc. Full time

    Job OverviewPrairieland Service Coordination, Inc. is seeking a skilled Case Manager/QIDP to join our team in Galesburg, IL.We offer an exciting opportunity for a professional who can effectively coordinate services for individuals with developmental disabilities.About the RoleThis full-time position involves assessing individual needs, providing necessary...