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Lincolnshire

    Assistant for Financial Advisor - Lincolnshire, United States - BIRK

    BIRK
    BIRK Lincolnshire, United States

    1 week ago

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    Description

    Job Description

    Job Description

    We are seeking a highly organized and detail-oriented office assistant to provide administrative support to our financial advisor. The ideal candidate will possess excellent communication skills, strong attention to detail, and the ability to handle multiple tasks efficiently. Would prefer someone who has worked in this field before and understands the importance of accurate documents and records.

    Responsibilities:

    • Manage the financial advisor's calendar, schedule appointments, and coordinate meetings.
    • Assist with preparing client documents, reports, and presentations.
    • Handle client inquiries and provide exceptional customer service.
    • Maintain client files and ensure accuracy and completeness of records.
    • Perform general office duties such as answering phones, responding to emails, and ordering supplies.
    • Assist with special projects and other tasks as needed.

    Requirements:

    • Bachelor's degree preferred in Finance, or equivalent work experience.
    • Proficiency in Microsoft Office Suite and other office software.
    • Strong organizational and time management skills.
    • Excellent written and verbal communication skills.
    • Ability to maintain confidentiality and exercise discretion.
    • Prior experience in a similar role or within the financial industry is a plus.

    Benefits:

    • Competitive salary
    • Health insurance
    • Retirement plan options
    • Alot of other perks and bonuses
    Company DescriptionBIRK Staffing is always looking for talented and dynamic individuals to join our team. If you are reliable, dedicated, and take pride in your work, we invite you to submit your resume. Our team of recruiters reviews every single resume that is submitted. While we cannot guarantee employment, be assured that if we invite you to interview with us, it is because we believe you are a viable candidate for at least one of our current openings. Our business model is primarily temp-to-hire and direct hire, and our goal is to assist you in securing employment. We work with a vast number of reputable firms that offer competitive wages, comprehensive benefits, and career advancement. In addition to providing you with opportunities for employment, we will provide you with the tools you need to conduct a successful interview as well as tips for creating an effective resume.

    Company Description

    BIRK Staffing is always looking for talented and dynamic individuals to join our team. If you are reliable, dedicated, and take pride in your work, we invite you to submit your resume. Our team of recruiters reviews every single resume that is submitted. While we cannot guarantee employment, be assured that if we invite you to interview with us, it is because we believe you are a viable candidate for at least one of our current openings. Our business model is primarily temp-to-hire and direct hire, and our goal is to assist you in securing employment. We work with a vast number of reputable firms that offer competitive wages, comprehensive benefits, and career advancement. In addition to providing you with opportunities for employment, we will provide you with the tools you need to conduct a successful interview as well as tips for creating an effective resume.
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