Our client, a growing financial services firm located in Northbrook is seeking a Part-Time (25-30 hours per week) strategic Administrative team member to perform administrative duties in a hybrid (two days a week in office) work environment.
Candidate should be located a reasonable commute from Northbrook). Duties include : Preparing applications for new investment accounts and insurance policies, including updating addresses and beneficiaries .
Inputting financial information for client projections. Creating investment reports with various parameters. Monitoring work flow and prioritizing work assignments.
Maintaining compliance files. Maintain registration on various sites. Implementing estate plan and trust updates. Invoice tracking on financial plans Handling death claim forms and insurance / annuity change forms Qualifications and requirements include : Bachelor’s degree preferred.
At least one year work experience, will consider entry level candidates. Never declared bankruptcy credit check and fingerprinting a must.
Strategic thinker that can suggest process efficiencies. Experience with Word, Excel, and savvy with online software tools.
Ability to work with other support personnel. Ability to support a team of three financial advisors. Awesome opportunity for someone who wants an opportunity in the financial services industry and looking to contribute meaningfully.
Compensation commensurate with experience. Powered by JazzHR
Office Administrative Assistant
Proficiency with Microsoft Office. ...
Senior Administrative Assistant (Administrative Support Assistant III), Enterprise Services Risk Office
Recruiting: VA - McLean, United States of America, McLean, VirginiaSenior Administrative Assistant (Administrative Support Assistant III), Enterprise Services Risk Office. In this role, you are a jack of all trades! Administrative Assistants perform an array of administrative functions critical to r...
Administrative / Office Assistant
Our client, a growing financial services firm located in Northbrook is seeking a Part-Time (25-30 hours per week) strategic Administrative team member to perform administrative duties in a hybrid (two days a week in office) work environment. ...
Admin Assistant/Onsite Service Specialist - $17.50
Ready to Launch Your Career in Business? Join Us as an Admin Assistant/Onsite Service Specialist!. As an Admin Assistant/Onsite Service Specialist, you'll dive into the heart of business operations, learning essential skills and knowledge to propel your career forward. ...
Admin Assistant I
Performance of diversified administrative and secretarial work in support of the. High school or equivalent and 5 years administrative secretarial experience OR. Associates degree and 3-4 years administrative secretarial experience. High school or equivalent and 5 years administrative secretarial ex...
Patient Administrative Coordinator
Patient Administrative Coordinator. The Patient Administrative Coordinator must be able to multitask in a fast paced, demanding environment while staying on top of daily reports and tasks. ...
Office Administrator - Local Company
Office Administrator job description. An office administrator is a supportive force for each core value. Keep stock of office supplies and advising when supplies are low. Familiarity with office management procedures and basic accounting principles. ...
Human Resources Operations Specialist/office Coordinator
Operations Specialist, Office Coordinator, Operations, Human Resource, Specialist, Coordinator, Manufacturing. ...
Human Resources Operations Specialist/office Coordinator
The role of **HR Operations Specialist/Office Coordinator** is a newly created role. In the Office side of the role, you will make sure the facility is prepared for our employee needs, hosting visitors, managing vendor relations as well as providing executive administrative support to our global e...
Clerk - Receptionist
Monday - Wednesday: 12:00pm - 7:00pm .Answers telephones, responds to emails, and checks identification, takes and distributes messages.Records daily, all telecourse testers, distributes answer paperwork to faculty and inventories weekly all telecourse tests.Receives and records testing fees paid by...