Top 14 Finance coordinator Jobs in Franklin Park, Il

Financial Advisor Support Coordinator
Alliant Credit Union —Chicago, IL
- $52,300 - $81,300 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Paid holidays
Quick Apply
4d
Finance Administrative Coordinator
Kiewit Corporation —Itasca, IL
- $20 - $30 an hour
- Overtime
- Microsoft Outlook
- ERP systems
- Office
- Health insurance
- Dental insurance
HR & Finance Coordinator
The Academy Group, Inc. —Chicago, IL
- $65,000 - $75,000 a year
- Email
- Hybrid work
- Writing skills
- Research
- Mid-level
- Health insurance
- Dental insurance
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IME Financial Coordinator
Midwest Orthopaedics at RUSH —Westchester, IL
- $22 - $24 an hour
- Full-time
- Hybrid work
- Writing skills
- Medical office experience
- HIPAA
- Commuter assistance
- Health savings account
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Concierge Insurance & Financial Coordinator
Midwest Orthopaedics at RUSH —Chicago, IL
- $55,000 - $65,000 a year
- Full-time
- Private practice
- Surgery
- HIPAA
- Commuter assistance
- Health savings account
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Finance Coordinator
PurposeCare —Barrington, IL
- $26 - $28 an hour
- Full-time
- Research
- Mid-level
- Office
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2d
Financial Coordinator - Hematology/ Oncology
Hospital: Rush University Medical Center —Chicago, IL
- $20.19 - $31.80 an hour
- 8 hour shift
- Customer service
- Medical office experience
- Mid-level
10d
Finance and People Data Coordinator
Every Body Eat —Evanston, IL
- From $55,000 a year
- Full-time
- ERP systems
- Mid-level
- Office
- Paid parental leave
- Health insurance
Quick Apply
14d
Risk Coordinator
Visterra Landscape Group —Rosemont, IL
- $25 - $35 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Regional Financial Coordinator
Aperion Care Corporate —Chicago, IL
- $75,000 a year
- Full-time
- 5 years
- English
- Mid-level
Quick Apply
Financial Aid Coordinator
MCC Holdings Group LLC —Chicago, IL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Word processing
- Health insurance
- Dental insurance
Quick Apply
Senior Financial and Compliance Coordinator
ALPHA KAPPA ALPHA SORORITY, INC. —Chicago, IL
- $80,000 - $85,000 a year
- Extended hours
- CPA
- 5 years
- Office
Financial Services Coordinator (a/k/a Senior Teller)
First Northern Credit Union —Chicago, IL
- $18 - $22 an hour
- Full-time
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply

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Financial Advisor Support Coordinator

Alliant Credit Union -
Chicago, IL

Quick Apply

Job Details

Full-time
$52,300 - $81,300 a year
4 days ago

Benefits

Paid parental leave
Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Work from home
Parental leave
Vision insurance
401(k) matching
Employee discount

Qualifications

High school diploma or GED

Full Job Description

Responsible to schedule member appointments for the financial advisor, make appointment reminder calls, schedule reviews and routing/tracking staff referrals. Assist in the marketing of the retirement and investment services program with credit union employees and members. Prepare seminar preparations, mail, communicates changes, provides telephone coverage, prepares memos and correspondence and manages calendars. Monitors the supply of marketing and compliance materials and provides functional support for the program.

Essential Responsibilities

Lead team efforts in the planning of member appreciation events, and retirement and investment services workshops, and local promotions.
Remain up to date with the credit union product and demonstrate an understanding of credit union products and services and cross-sell credit union products and services.
Coordinate newsletters, surveys, seminars, review letters, thank you cards, milestone cards and appointment information forms. Promote the program to credit union employees and members.
Set up appointments with members, analyze, sort, and deliver incoming mail, provide telephone coverage, prepare memos and correspondence, and manage calendars. Provide administrative support for the retirement and investment services program.
Works with the financial advisor to ensure brokerage account paperwork is in order and compliant. Track staff referrals and work with staff to ensure that they understand the referral process.
Prepare seminars and webinars by making room arrangements, preparing documents, organizing attendees, confirming seminar attendance and attending seminars to assist the advisor.
Scheduled and coordinate appointments for the financial advisor. Putting together new member file kits for appointments helps to complete applications to send new accounts to the brokerage home office, organize and maintain the client database, enter notes and schedule follow-up appointments.

Education & Years of Experience

Minimum - High School or Equivalent
Minimum 2 Years Customer service, sales or related
Financial Advisor support a plus

Compensation & Benefits:

Typical hiring range:‏‏‎ ‎ $52,300.00 to $81,300.00‎ Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.

‎Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:

Annual performance bonus
Work from home up to 3 days a week
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
Education reimbursement

Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.

Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Quick Apply

Refine Your Search

finance coordinator jobs in franklin park, il

Financial Advisor Support Coordinator

Finance Administrative Coordinator

HR & Finance Coordinator

IME Financial Coordinator

Concierge Insurance & Financial Coordinator

Finance Coordinator

Financial Coordinator - Hematology/ Oncology

Finance and People Data Coordinator

Risk Coordinator

Regional Financial Coordinator

Financial Aid Coordinator

Senior Financial and Compliance Coordinator

Financial Services Coordinator (a/k/a Senior Teller)

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