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Administrative Assistant to Chad LaMont

Company: Northwestern Mutual - Goris Financial Group
Location: Elgin
Posted on: January 20, 2023

Job Description:

Job DescriptionAdministrative Assistant to a Financial Advisor-Looking at Part-time to start (Probably 20ish hours per week) with the vision of becoming full time in the future with health benefits and a matching retirement plan-Duties would include: -Phoning to schedule meetings with existing clients as well as rescheduling prior meetings -Managing calendar -Communicating with clients for service requests as well as other team members to complete tasks -Completing paperwork such as applications for prospects and clients -Marketing when it comes to social media posts on LinkedIn and updating the advisor website on occasion -Managing email inbox-Long term vision would be to become insurance and investment licensed to sign paperwork and perform investment trades-Prior industry experience is preferred, must be proficient in Microsoft Office programs

Keywords: Northwestern Mutual - Goris Financial Group, Elgin , Administrative Assistant to Chad LaMont, Administration, Clerical , Elgin, Illinois

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