Administrative Assistant (Financial Services)

Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.

We are helping our client in Lombard, IL, hire a client focused individual to join their new team as an Administrative Assistant. This individual will communicate with clients, schedule meetings, and support the Financial Advisor and team, while being a part of a growth-oriented, established advisory practice within the firm. Our client provides comprehensive benefits, a small team environment, and unlimited growth opportunities. This is 5 days a week in office.

JOB RESPONSIBILITIES:

Team support

• Contact clients via telephone to schedule appointments
• Maintain the Financial Advisor's calendar
• Answer and direct telephone calls as appropriate
• Input data and gather information in preparation for meetings
• Follow up with clients to confirm receipt of forms
• Send client birthday cards and schedule birthday/age change appointments
• Handle case notes, process incoming correspondence and maintain client files
• File new statements, account forms and other insurance/investment-related materials
• Assist in the planning and implementation of marketing events

Client services

• Complete and submit new insurance applications
• Arrange medical, paramedical and any exams necessary for underwriting
• Expedite the underwriting process through communication with underwriters, obtaining any outstanding requirements and answering questions
• Maintain open communication with clients throughout the application process
• Process incoming service requests from clients (beneficiary updates, loan requests and billing inquiries)
• Contact clients regarding late payments
• Maintain and update current client information

QUALIFICATIONS:

• 2+ years of experience in administrative support or customer service (preferably in the Financial Service or Insurance Industry)
• Excellent phone skills - the ability to call 30+ clients daily to schedule meetings
• Excellent written communication skills
• Organizational and time management skills and ability to multitask
• Experience in administrative support or customer service, preferably in the Financial Services and/or insurance industry
• Familiarity with CRM, Microsoft applications, data entry and information retrieval software
• Health and Life licensed (or gain licensing within 3 months of employment)
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to proactively identify what needs to be accomplished and take action as appropriate
• Ability to embrace change and work in a fast-paced environment
• Ability to work both independently and in a team
• Ability to maintain confidentiality
• Financial Service or Insurance industry experience preferred

Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities. For more resources and information please visit www.lead-advisor.com.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person