Lakeshore Financial Group, a leading financial services firm in Illinois, is seeking a highly organized and detail-oriented Financial Associate to join our growing team at our Oak Brook location.
This is a great opportunity for the right person to get their foot in the door with a growing firm and learn directly from an experienced, successful advisor.
In this role, you will be responsible for supporting a partner of our firm by engaging with clients, managing calendars and communication, and ensuring accurate client data within our CRM system.
Responsibilities:
Client Communication:
Proactively reach out to current and prospective clients
Serve as the primary point of contact for assigned clients.
Respond to client inquiries and address issues promptly and professionally, ensuring clear and consistent communication.
Build rapport and maintain positive client relationships.
Schedule Management:
Manage and maintain the schedule of one financial advisor, ensuring their time is optimized for client needs.
Organize and coordinate meetings, reviews, and video calls efficiently.
Proactively anticipate scheduling needs and potential conflicts.
CRM Management:
Maintain and update the firm's Client Relationship Management (CRM) system with accurate and up-to-date client information.
Generate reports and perform data analysis as needed.
Stay up-to-date on CRM best practices and contribute to system optimization.
Qualifications:
Bachelor's degree in Finance, Business Administration, or a related field
Strong organizational and time management skills with the ability to prioritize multiple tasks.
Excellent communication and interpersonal skills, both written and verbal.
Proficient in Microsoft Office Suite (Word, Excel, Outlook).
Experience with Salesforce and/or RedTail is a plus
Ability to work independently and as part of a team.
Benefits:
Salary is $45-55k annually + commission
Competitive benefits package
Opportunity for mentorship, professional growth & development.