Financial Services Assistant Professional

4 days ago


Chicago, Illinois, United States Veterans Sourcing Group Full time
About the Role

The Veterans Sourcing Group is seeking a highly skilled Trust and Estates Assistant to join their team in Chicago, IL.

This role offers a unique opportunity to work with a leading global financial services company, providing administrative support and client service expertise.

Key Accountabilities:

  1. Support the Trust and Estates department by coordinating tasks, resolving issues, and ensuring seamless operations.
  2. Collaborate with the Operations Team to facilitate effective communication and achieve business objectives.
  3. Conduct research and analysis to identify potential issues and implement solutions.
  4. Work closely with business partners to resolve inquiries, investigate problems, and develop satisfactory responses to client concerns.
  5. Perform various administrative duties, including filing, scanning, and document management.
  6. Utilize microfiche machines to retrieve relevant information and support business needs.

    Essential Requirements:

    • Proven clerical experience or Bachelor's degree
    • Familiarity with filing and organizational systems
    • Proficiency in Excel and analytical software
    • Strong problem-solving and communication skills
    • Ability to work independently and as part of a team

      Salary Range: $50,000 - $65,000 per year, based on industry standards and location. This salary range reflects the company's commitment to offering competitive compensation and attracting top talent.



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