Summary
A close-knit Financial Services practice is seeking a friendly and hard-working person to join our team. Are you tired of your predictable, long days at work, where your drive and extra efforts are not recognized? Are you ready to regroup, grow your skills and advance beyond what you thought was possible? On our supportive team, the sky is the limit. You will be appreciated and energized with new opportunities for your career advancement and earning potential, and generously rewarded for your efforts! Please do not apply for this position if you’re looking for the ho-hum, predictable daily grind, just-hang-on until retirement type of job.
Enjoy generous pay and PTO (plus Federal holidays), and a 4:00 daily dismissal time. *Yes, we actually pay a full-time salary for less than full-time work! Our firm has been known to celebrate “Pi Day” (March 14th, aka 3.14, for those who love numbers) among other random (but important) reasons to celebrate, have quarterly team events enjoy frequent 3pm dismissal on Fridays, bonuses and raises, and all the usual corporate stuff like health insurance, retirement plans with matching contributions, and probably some that we are forgetting.
The ideal candidate possesses:
– Communication skills. Form and maintain good relationships with our clients and within our team. It’s that simple.
– Proficiency in Microsoft applications.
– The ability to get your work done. Accurately and on time. Plain and simple!
– Manage time well. *See above. That means getting stuff done on time.
In this position you will:
– Work directly with clients.
– Need to work well with others on the team. That should be easy, because they are all awesome! (Quote from one team member who has been with us for 15 years: “I love working here! The people are awesome.”)
– Prepare documents for client onboarding and ongoing client needs.
– Follow up and close loops.
– Build financial plans; we use a variety of financial planning software systems (eMoney, MoneyGuide Pro).
– Set appointments and prepare for client meetings.
– Help fix problems fast and help out where needed.
– Be detail-oriented, self-motivated, and a problem solver.
If you have the skills, mindset and experience mentioned above, please apply!
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Paid time off
- Vision insurance
Ability to Commute:
- Oak Brook, IL 60523 (Required)
Work Location: In person
