Our client, a growing financial services firm located in Northbrook is seeking a Part-Time (25-30 hours per week) strategic Administrative team member to perform administrative duties in a hybrid (two days a week in office) work environment. (Candidate should be located a reasonable commute from Northbrook).
Duties include:
- Preparing applications for new investment accounts and insurance policies, including updating addresses and beneficiaries.
- Inputting financial information for client projections.
- Creating investment reports with various parameters.
- Monitoring work flow and prioritizing work assignments.
- Maintaining compliance files.
- Maintain registration on various sites.
- Implementing estate plan and trust updates.
- Invoice tracking on financial plans
- Handling death claim forms and insurance/annuity change forms
Qualifications and requirements include:
- Bachelor’s degree preferred.
- At least one year work experience, will consider entry level candidates.
- Never declared bankruptcy – credit check and fingerprinting a must.
- Strategic thinker that can suggest process efficiencies.
- Experience with Word, Excel, and savvy with online software tools.
- Ability to work with other support personnel.
- Ability to support a team of three financial advisors.
Awesome opportunity for someone who wants an opportunity in the financial services industry and looking to contribute meaningfully. Compensation commensurate with experience.
What We Do
Our motto is “Sophisticated HR……….Made Simple”. Your business shouldn't be more complicated than it already is.
Our HR services are structured with you in mind. Designing and implementing best practices for entrepreneurial companies like yours is our specialty. Our clients don’t need a full-time Human Resources department, but want a tool-box and resources they can use when they need it. R&R Human Resources Solutions specializes in providing the services of a fully staffed human resources department without the expenses that devours your bottom line. We focus primarily on working with privately owned and family owned businesses to solve and resolve people issues requiring professional HR expertise.
