Administrative Assistant to Chad LaMont
Company: Northwestern Mutual - Goris Financial Group
Location: Elgin
Posted on: January 20, 2023
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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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