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Form of workJob Description
LHH is in search of a Financial Wealth Associate for a new position based in Northbrook, IL! We are looking for someone who is an analytical problem solver with exceptional communication skills. Ideally we’d like for the selected candidate to have two plus years of related experience within the financial services industry and previous exposure to Fidelity's Wealthscape platform. If you or someone you know is interested, I’d love to connect!
Location: Northbrook, IL
Role: Private Wealth Associate
Position Type: Temp to hire
Rate: $32-$35/hr. (perm salary will be $75-$85k)
Worksite Type: Hybrid (2 days remote)
Job Responsibilities:
Set up new investment accounts
Run, update, and maintain a variety of reports
Process all customer related financial transactions
Support compliance, licensing, and registration functions
Assist with setting up online access for statements and other services
Provide general office administration duties for processing new and existing clients
Accurately prepare all required documents needed for completing transactions
Collect client payments and post payments into company’s database
Participate in resolving client inquires and issues
Requirements:
BA/BS degree in finance or a related field
At least two years of experience in the financial services industry
Previous experience with Fidelity's Wealthscape
Good customer service skills
Ability to manage multiple deadlines and responsibilities
Strong mathematical and computer skills
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
If you are interested in this role, we want to hear from you! If you are interested in being considered for this role or any other accounting or finance opportunities with LHH Recruitment Solutions, formerly Accounting Principals, please click "apply" below.
Pay Details: $32.00 to $35.00 per hour
Search managed by: Keilah Murray
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records subject to federal contractor requirements and/or security clearance requirements.
