Executive Assistant

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 Lombard.

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

Job Type: Full-time

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

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Executive administrative support: 2 years (Required)

Work Location: In person