Financial Advisor Assistant jobs in Brookfield, IL

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ASSISTANT TO A FINANCIAL ADVISOR

Handling case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork Responding to home office account inquiries. Monitoring and stocking marketin...

CompanyNorthwestern Mutual - Greater Chicago
AddressLombard, IL
CategoryAccounting/Finance
Salary$45.5K - $57.6K a year
Job typeFull-time
Date Posted a month ago See detail

Assistant to a Financial Advisor

Northwestern Mutual - Greater Chicago

Lombard, IL

$45.5K - $57.6K a year

Handling case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork Responding to home office account inquiries. Monitoring and stocking marketin...

Financial Aid Advisor - Remote

Lincoln Tech

Melrose Park, IL

$40K - $50.7K a year

2+ years of Financial Aid experience Excellent customer service and organizational skills. Guide students and parents through the Financial Aid process. Create Financial Aid packages that are in compliance with institutional polic...