Job description

The Administrative Assistant for Joe Albrecht will be a professional, team oriented individual focused on the execution of all recommendations for clients as they move through the planning process with the firm. This individual will also be responsible for helping to maintain client relationships by providing a high level of customer service to enhance the overall client experience. The Administrative Assistant will be innovative and solutions-oriented throughout their interactions internally and externally, and be able to thrive, adapt and assist a growing, client oriented financial services firm.

Specific responsibilities include but are not limited to:

Operations

· Tracking of production through each stage of execution, as well as pipeline management

· Managing internal communication to ensure accuracy and preparedness, and oversee team workflow

· Coordinate and prepare for weekly team meetings

· Managing team’s use of technology across all systems

· Help to maintain the desired culture and environment for the team and clients as guided by the team’s core values

Client Service and Relationship Management

· Proactive communication with the client throughout the implementation process

· Pre-fill insurance applications and investment paperwork for closing meetings

· Scheduling medical exams

· Completion and submission of applications/account paperwork for processing

· Handle complex insurance client service issues and process incoming client service requests including but not limited to: processing address changes, bank change information, loan requests and account inquiries

· Coordinate the preparation of proposals and other materials as directed for client meetings

· Manage client correspondence, notes, and files, and maintain compliant client records

• Bachelor’s degree
• Financial services experience preferred but not required
• Illinois Life & Health insurance license obtained within 90 days of start date
• Ability to create and maintain systems for high volume of work, and stay organized in a fast-paced environment
• Strong customer focus, excellent social skills, and is team oriented
• Strong communication skills, attention to detail and consistent follow through
• Punctual, and brings a positive mindset and upbeat energy into the office
• Ability to multi-task, prioritize, and work efficiently

Please apply ONLY to this posting on Indeed.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Schedule:

• Monday to Friday

Work Location: Hybrid remote in Deerfield, IL 60015

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