Executive Administrative Assistant

Job description 

Be part of a growth-oriented, established advisory practice within the firm. We are seeking a client focused individual to join our new team as the Executive Administrative Assistant. You will communicate with clients, schedule meetings, and support the Financial Advisor and team. 2+ years of experience in administrative support or customer service required (preferably in the Financial Service or Insurance Industry).This position is located in the Lombard office. 

 
We provide: 
*Comprehensive benefits 
*Small team environment 
*Unlimited growth opportunities 

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 

COMPANY OVERVIEW 

Be part of an established advisory practice within the firm located in Lombard with over two decades of intellectual capital in financial services and succession planning. Our firm has maintained 30% organic growth over the past 5 years- approaching $100 mil of capital under our oversight. 

The firm is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. Our focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition including: 

• Ranks 90 on the FORTUNE® 500 list 

• One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2021) 

• One of the "World's Most Admired" life insurance companies (FORTUNE®, 2021) 

COMPENSATION 

• Base salary of $58,000-$60,000 (based on experience) 

• Possibility of flex/remote work 1 day a week after 60 day review 

• Comprehensive benefits package including health insurance, 401k, paid vacation and holidays and more