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SalaryOverview:
43 Year old Very Successful Frankfort, Illinois Financial services company is seeking FINRA Series 7 and/or Series 65 Licensed individual because of expansion. Bachelor's degree is a Plus. This role requires in-person attendance in our Frankfort, Illinois office location. Starting Salary of $60,000.
Duties:
- Ideal candidate will have the ability to build strong relationships by applying a strong focused client communication strategy that will always exceed client expectations.
- Manage the day-to-day operations of our client base. Answer questions, move money, send out checks,
- Opening new client accounts, handle paperwork, send emails, etc.
- Schedule appointments and manage office calendars.
- Deal with daily calls to/from LPL Financial our Broker Dealer.
- File and organize documents and records.
- Answer phone calls and direct inquiries to the appropriate department.
- Provide administrative support to various departments as needed.
Experience:
- Five years Plus of experience in a financial office environment, preferably working with Financial advisors and their clients.
- Considerable knowledge of the securities industry and the everyday operations of a very active RIA or Brokerage office business.
- Superior interpersonal, verbal and written skills.
- Proficient with various computer software programs. Knowledge of Retail CRM or having successfully worked in an LPL Financial office a SUPER plus.
- Based on duties, previously having worked at a major banks Wealth Management division may be acceptable.
- Ability to handle client's with tact and diplomacy.
- Outstanding written and communication skills.
- Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously.
- Basic understanding of RIA and brokerage regulations and rules that govern client accounts.
- Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year.
If you are a highly motivated individual with Super exceptional administrative skills, we encourage you to apply for this position. We offer competitive compensation and benefits packages. Please submit your resume and cover letter for consideration.
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Compensation package:
- Bonus opportunities
Weekly schedule:
- Monday to Friday
Work setting:
- In-person
- Office
Education:
- High school or equivalent (Required)
Security clearance:
- Confidential (Preferred)
Work Location: In person
