Financial Office Assistant

Excited to grow our Team, helping elderly and disabled families from losing their life savings to the DEVASTATING costs of nursing home and long term care. If you have a heart for helping Senior Citizens protect their assets and life savings, this is a wonderful career opportunity with a 30 year business!

Office position will be handling a LOT of paperwork - financial statements, legal documents, insurance cards, funeral plans, titles, deeds, tax documents, etc. Gathering the information from clients and their families, copying, scanning, organizing, filing, and submitting documentation to state agencies. Phone calls to banks, financial institutions, pension providers, insurance companies, etc. to get needed documentation clients often cannot locate on their own.

Must be proficient on using Office 365 - Word and Excel. Also, must be proficient with at least the basics of using Adobe and pdf files.

Must have excellent professional customer service skills. Clients and their families are often facing one of the most challenging emotional and mental times in their lives having a loved one in a nursing home. Office assistants need to have an understanding and be compassionate towards the families we work with.

Our phrase is "Don't Go Broke in a Nursing Home". For over 30 years we have helped families all over the state of Illinois protect their homes, farms, savings, and investments. Our Team helps the "Greatest Generation" pass on to the Loved ones in their family, all they have worked a lifetime to build and desire leaving a Legacy to future generations.

Check out our website at www.Lighthouse-Financial.com

Job Type: Full-time

Pay: $21.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Professional development assistance

Schedule:

• Day shift
• Monday to Friday
• No nights
• No weekends

Application Question(s):

• How many years experience do you have in any of the following career fields - legal, accounting, investments, insurance, or banking?

Education:

• Associate (Preferred)

Experience:

• Microsoft Office: 5 years (Required)

Work Location: In person