*Our business is growing and we’re looking at reliable and determined candidates to join our team.
*
Competitive compensation commensurate with experience, 401K and health benefits, LTD, STD & group Life
Full Time Monday-Friday on site in Mahomet, IL
Background and fingerprint testing required
*RESPONSIBILITIES*
This is an internal office role supporting investment and insurance operations.
The Financial Representative (FR) assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on building client relationships.
The assistant is paperwork/data entry heavy internal position.
Specific responsibilities may include but are not be limited to:
· File new statements, account forms and other insurance/investment-related materials
· Input data, print proposals and gather information at direction of financial representative in preparation for client/prospect meeting
· Communicate with home office & fund families as needed to supply or obtain information
· Prepare/print letters of instruction for client signature
· Gather information for financial representative’s meetings with clients/prospects (prospectuses, annual reports, Morningstar reports).
· Enter investment data into planning software (non-asset allocation components only) and distribute NMIS related forms to existing clients
· Review forms for completeness and return to FR if missing information
· Monitor Items for Attention (IFA) and bring any action items to the FR’s attention
· At FR’s direction, initiate fund transfers, exchanges and redemption requests
· Receive and forward checks and related paperwork to the network office and home office investment operation areas
*EDUCATION*
Bachelors degree preferred OR equivalent experience.
Coursework in office occupations, marketing, business administration or closely related field desirable.
Basic computer and Microsoft Office experience.
*SKILLS & ABILITIES*
\*Outstanding oral and written communication skills as well as excellent customer service skills
\*Ability to maintain confidentiality
\*Ability to multi-task and be flexible in job duties
\*High level of organizational skills
\*Attention to detail especially pertaining to data entry
Please submit resume
Job Type: Full-time
Pay: $30,000.
00 - $40,000.
00 per year
Benefits:
* 401(k) matching
* Disability insurance
* Flexible schedule
* Health insurance
* Paid time off
Supplemental pay types:
* Bonus opportunities
Weekly day range:
* Monday to Friday
Work setting:
* In-person
* Office
Work Location: In person
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