Business Development Associate

3 weeks ago


Schaumburg, Illinois, United States Vista Wealth Management Group Full time
Company OverviewWealth Management Advisory team with 50 years of experience seeking a skilled professional to support our growth and client service goals.

Job SummaryThis role will play a vital part in driving business success by providing exceptional administrative support to our financial advisors. If you have a passion for delivering top-notch service, possess excellent communication skills, and are committed to continual professional development, we encourage you to apply.

The ideal candidate will be responsible for managing calendars, scheduling appointments, and handling day-to-day administrative tasks. This individual must be able to work collaboratively as part of a dynamic team, think critically, and provide innovative solutions to meet the needs of our clients and advisors. The successful candidate will also have opportunities to grow professionally and develop new skills within our fast-paced and supportive environment.

Key Responsibilities
  • Manage calendars and schedule appointments for financial advisors
  • Handle day-to-day administrative tasks, including correspondence and data entry
  • Provide exceptional customer service to internal and external clients
  • Assist in tracking opportunities throughout the sales cycle via CRM

Requirements
  • Bachelor's Degree preferred
  • Experience in the financial services industry or a related field preferred
  • Strong communication and organizational skills
  • Able to work autonomously and collaboratively as part of a team
  • Proficient in MS Office applications (Word, Excel, Outlook)

Compensation and Benefits$40,000 - $55,000 base salary (depending on licenses, credentials, and experience). Bonus potential. Benefits: 401(k) with match & profit sharing, short-term disability, long-term disability, health, vision, and dental.

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