Customer Support - Financial Administrative Assistant

Salary:
Up to $45,000 to start plus quarterly bonuses and 100% company-paid health insurance, PTO and 401(k) with employer match

Location:
West Suburbs of Chicago - Oakbrook Terrace, IL

Position Type:
Full-time | Direct-hire

Job Description:

Financial Services / Customer Service / Administrative
Customer Support - Financial Administrative Assistant

Up to $45,000 to start plus quarterly bonuses and 100% company-paid health insurance, PTO and 401(k) with employer match
Monday through Thursday & Saturdays

As Financial Administrative Assistant, you will:

- Join a Financial Planning and Investment Management Firm
- Receive complete training
- Assist and support the Financial Planning Team
- Learn to provide a combination of administrative, clerical and customer support
- Perform a combination of document review, document control and document processing activities
- Learn to enter and process financial data
- Create routine and special correspondence
- Make updates to customer account information
- Run routine and special reports
- Learn to assist with scheduling, calendaring and event planning processes
- Learn to serve as a point-of-contact for clients
- Answer client questions and address inquiries
- Maintain manual and electronic file systems
- Handle special projects and perform other duties as assigned

An ideal candidate profile will include:

- At least 1 year of Administrative Office, Customer Service, Customer Support or similar experience
- Related experience from the Financial Services Industry or similar

With:

- Proficiency with Microsoft Word and Excel
- Accurate Data Entry
- A High School Diploma or Equivalent

Pluses:

+++ Related experience from the Banking Industry, Financial Services Industry or similar
+++ An Associate's or Bachelor's Degree

West Suburbs of Chicago - Oakbrook Terrace, IL

JobGiraffe's client is a successful financial planning and investment management firm.

Enhanced health safety policies, procedures and measures are in place.

Please submit your resume by using the Apply Now feature.

All resumes submitted will be reviewed based on the candidate profile listed above.

Initial screenings can be done by phone, FaceTime or Skype from 7AM to 7PM Mondays through Saturdays.

JG ID #22-1940 - Oakbrook Terrace, IL 60181

Relevant Skills, Experience, Industries:
Finance-Financial Services Administrative Skills Finance-Financial Services, Financial, Banking, Insurance, Real Estate, Investment, Related Services

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