Wealth Management - Client Service / Administrative Assistant (Multiple Roles)
Naperville, IL (I88 & Naperville Road)
Family-owned wealth management company providing financial life coaching/comprehensive planning to individuals/families has multiple needs across Client Service and Administrative functions. Responsibilities and required experience are similar across the roles and include the following elements:
Responsibilities:
Process new accounts/account transfers/contributions/redemptions/beneficiary changes
Coordinate client meetings for Wealth Advisor and handle miscellaneous operational activities
Use CRM templates to input relevant information for potential/existing clients; handle paperwork required for onboarding/client servicing; assist clients with account needs; schedule annual reviews and help gather necessary data; various ad hoc projects as required
Requirements:
Preferred experience of 1-2+ years in wealth management, securities, or financial planning industry; Redtail CRM a plus; general understanding of and interest in client service within a financial planning/investment-related firm
Strong personal integrity/values; positive attitude; strong focus on providing exceptional client service; effective verbal/written/interpersonal communication skills; sincere interest in serving/caring for others; ability to think creatively, suggesting improvements and new ideas that will be valued; excellent organizational/time management skills; positive outlook towards clients/colleagues and life in general, aligned with firm's culture; familiarity with common client servicing needs within financial planning/investment-related firm; capability to manage multiple tasks simultaneously