Financial Customer Service Administrator (Hybrid)

Are you a detail-oriented individual with a passion for client service and a knack for organization? We are currently seeking a Financial Services Administrator to join our team in Des Plaines, IL 60018. This is a hybrid position, offering a mix of in-person and remote work.

Job Responsibilities:

1. Communicate with clients and financial institutions to support financial transactions
2. Follow through on administrative and client support tasks
3. Ensure compliance regulations are met
4. Respect clients and their financial goals in a friendly, efficient manner
5. Collaborate with the team on service and cross-selling opportunities
6. Securities licensed helpful but not required

Company Information:

Sports is not just a handy metaphor. Winning the game gives us serious lessons to follow in money matters, like the need for a coach to show us our options, and the crucial balance that must be maintained between offense and defense, between aggression and caution even managing the clock as one moves to retirement. That was the thinking behind the founding of our company in 1997, and our clients have been winning ever since. Meet the coach, hear from our satisfied clients, and see our library of useful articles and videos.

EEO Statement:

We are an equal opportunity employer and prohibit discrimination and harassment of any kind. We are dedicated to providing a work environment free from discrimination and harassment, and we encourage individuals of all backgrounds to apply.

Benefits: Health Insurance, Dental Insurance, Vision Insurance, 401(k), Vacation Leave, Sick Leave, Holiday Pay

Maximum Salary: $60,000.00, Plus Bonus