Financial Advisory Assistant / Client Service Associate Job Description $60k-$90k. At least one year of experience in a financial services firm assisting with day-to-day operations. ...
The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks.A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.Maintains a system for handling office rout...
Looking for more University of Illinois positions?.We invite you to search for positions at each of the University of Illinois' Universities and the University of Illinois System Office.The University of Illinois Foundation is the official fundraising and private gift-receiving agency for the Univer...
Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. FIRST Insurance Funding is a subsidiary of Wintrust, a financial services company with more than $50 billion in assets. ...
Through our check cashing stores, we provide consumers with convenient financial products and services to help them manage their day-to-day financial needs. Successful Assistant Store Managers are responsible for providing leadership to ensure the store delivers outstanding customer service, meets a...
The role of the Underwriting Assistant is to provide administrative and underwriting support to multiple underwriters on our renewal team such as monitoring underwriting tasks in our system, completing endorsements within assigned authority, assigning work out to appropriate contact in departments, ...
Gathering information for financial advisor’s meeting with client/prospect. Preparing investment policy statement, needs-based analysis or financial plan. Contacting clients on behalf of the financial advisor to develop advisory plan and provide technical explanations of investment plan. Financial S...
Provides assistance regarding grant financial administration such as preparing financial information for grant submission. Provides day-to-day financial & accounting support using an advanced knowledge of applicable skills, methods & practices & some innovation, analysis, & reasoning...
As a State Farm agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to our valued clients. Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that suit ...
Temporary Financial Assistant . Provides day-to-day financial & accounting support using an advanced knowledge of applicable skills, methods & practices & some innovation, analysis, & reasoning to choose appropriate alternatives from among pre-defined policies & procedures t...
As a State Farm agency, we have access to a wide range of insurance and financial products, allowing us to offer tailored solutions to our valued clients. Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align w...
As the Assistant Branch Manager, you will assist the Branch Manager in delivering superior financial results and best in class customer service by creating a proactive sales and service environment and maximizing employee productivity and effectiveness. Wintrust Financial Corporation, including comm...
Successful Assistant Store Managers are responsible for providing leadership to ensure the store delivers outstanding customer service, meets all operating objectives, sales, and financial goals, and follows company policies and procedures. The Assistant Manager performs all the duties of a Customer...
Provides day-to-day financial & accounting support using an advanced knowledge of applicable skills, methods & practices & some innovation, analysis, & reasoning to choose appropriate alternatives from among pre-defined policies & procedures to complete work that includes success...
As a State Farm agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to our valued clients. Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align...
As a State Farm agency, we have access to a wide range of insurance and financial products, allowing us to offer tailored solutions to our valued clients. Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align w...
AmTrust Financial Services, Inc. Provide Legal Assistant support to 2 or more Attorneys. ...
Enova International is a leading financial technology company that provides online financial services through our AI and machine learning-powered Colossus™platform. Join Enova's legal team as an Assistant/Associate General Counsel, where you'll provide crucial legal services across our operations in...
Financial Assistant AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses. The financial assistant will be in a sales support position and is expected to enhance the client experience by providing exceptional client service, supporting off...
Mesirow is an independent, employee-owned financial services firm founded in 1937. IS&T team who will perform a variety of administrative and sales support duties for the Managing Director and Senior Vice President of Fixed Income Capital Markets in the Chicago office of Mesirow Financial. The role ...
Armando Perez State Farm is a well-established and respected insurance agency that has been serving the local community for over 15 years.We take pride in our commitment to providing excellent service and comprehensive insurance solutions to our valued clients.As a State Farm agency, we are backed b...
As a State Farm agency, we have access to an extensive range of insurance and financial products, allowing us to offer comprehensive solutions to our valued clients. Identifying opportunities to introduce customers to State Farm's diverse range of insurance and financial products. ...
Our team is dedicated to making a positive impact on the lives of our clients by offering a wide range of insurance and financial products tailored to their needs. Conduct in-depth consultations with clients to understand their insurance needs and financial goals. ...
Conducting in-depth consultations with customers, identifying their coverage needs, and recommending suitable insurance products and financial services. ...
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. ...