Finance Assistant

  • Location
    Chicago, Illinois
  • Category
    Finance
  • Job reference:
    US_EN_5_849119_2703635
  • Job type
    Contract/Temp to Hire

Now hiring a Relationship Manager to support the operations for a small financial services firm in Chicago. Ideal candidate has experience supporting clients for a financial group. This highly visible role requires strong attention to detail, communication skills and professionalism. If you are looking for growth and have a passion for financial planning without the pressure of sales goals this role provides all of the success tools you will need.

Responsibilities:

  • Support Financial Planners to assist clients in meeting financial goals
  • Assist clients with new account paperwork,  provide customer service and resolve client requests.
  • Schedule client meetings and assist with administrative tasks.

 

Please apply with your CV to:

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

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