Wealth Management Specialist jobs in Peoria, IL

Looking for an exciting opportunity to utilize your exceptional client service and relationship building skills in the fast-paced and dynamic financial services industry? Look no further! We are seeking a highly motivated and talented individual to join our team Client Services.

Description and Requirements for our Client Services Assistant / Office Administrator

As a vital member of our Client Services Team, you'll be the backbone of our onsite operations, ensuring seamless communication and support between our Advisors and clients. Not only will you be the face of the office, helping greet clients and answer phones, but you will also play a key piece in helping support the administrative tasks. From troubleshooting and organizing meetings to embodying Savant's unique philosophies, you'll be the go-to person for meeting routine client needs and managing vital client information. Your computer skills will shine as you navigate through tasks, populate, and maintain CRM information, and meticulously proofread reports and documentation. Assembling materials for review meetings, facilitating event coordination, and professionally handling incoming calls are just a few aspects of this multifaceted role. You'll be the driving force behind maintaining office efficiency, from preparing UPS shipments to executing opening and closing procedures.

We're looking for someone who can communicate effectively, multitask with ease, and troubleshoot problems with a positive and solution-focused mindset. As a member of our team, you'll have the chance to utilize the latest technology and tools, including Salesforce, to ensure you can perform your duties to the best of your abilities.

With 2-5 years of experience in a client services/administrative support function in the financial services, banking, or insurance industry, you'll have the skills and knowledge necessary to hit the ground running. And with proficiency in Word, Excel, PowerPoint, Outlook, and CRM software, you'll be able to handle any challenge that comes your way.

But most importantly, we're looking for someone who is passionate about putting our clients first. With a client-centric attitude, effective communication skills, and a collaborative team player mindset, you'll be able to make a difference in the lives of our clients and help drive our success.

So if you're ready to take your career to the next level and become part of an exceptional team, we encourage you to apply today!

A couple things to note about our Client Services Assistant / Office Admin.:

• This position is based in our Peoria, IL office.
• Because of the nature of this role and it's responsibilities, this is a fully in-person position.
• This is a full-time position, with a minimum expected hour amount of 40 hours per week.

The Client Services Assistant / Office Administrator position typically requires the following qualifications:

• Associates degree in a related field, Bachelor’s degree preferred
• 2-5 years proven success in a client services/administrative support function in the financial services field, banking or insurance
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software, Internet
• Must be organized, detail-oriented and able to multi-task
• Client first attitude
• Strong written and verbal communication skills
• Team player

Why Join Us?

• We are a growing firm, with opportunities for future growth and advancement in your role.
• We offer health, vision, dental, and 401K benefit options for you and your family.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
• Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.

Let us help you on your path to your ideal career - apply today!

Collective Wisdom. We're Better Together.

At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.

If you want to be part of a culture that is defined through strong values - Savant is right for you.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.

Any combination of equivalent education and work experience will be considered.

Savant Capital, LLC is an Equal Opportunity Employer