What are the responsibilities and job description for the Finance Associate position at Lakeshore Financial Group?
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.
- Dynamic and team-oriented work environment.
Salary : $45