Wealth Management Specialist jobs in Springfield, IL

The Front Office Coordinator assists the IPI Wealth Management team by greeting and directing all visitors, handling all incoming calls, scheduling client meetings, maintaining client database, preparing client forms, maintaining electronic filing system, supporting the client onboarding process, opening and closing the office, and contributing to team efforts by working collectively on other projects as assigned. This position will support all other team members in various ways.

This position is a great opportunity for a detailed oriented, hard-working, self-starter seeking a new career challenge, or a recent college graduate interested in business administration. This position is ideal for career changers who may have worked in an accounting office, legal firm, insurance agency or a bank.

Purpose of position

The role of Front Office Coordinator is critical to our success as an organization. The successful applicant will become the face and voice to our current and future clients. Responsibilities will include handling multiple tasks at one time, processing paperwork, problem resolution, and service support to help ensure that our team works in an effective and efficient manner.

Essential Duties and Responsibilities

• Ongoing communication with current and future clients
• Ensures our office supplies and work areas are properly maintained
• Processes new account paperwork and service requests
• Supports the new client onboarding process
• Facilitate client care by managing our Client Relationship Management (CRM) system
• Assists Senior Advisor and Client Relationship Manager by following up on all time sensitive tasks identified during client meetings

Desired Skills & Experience

• Proficiency with Microsoft Office products (Word, Excel, PowerPoint)
• Experience in a professional office setting
• Proficient with Client Relationship Management (CRM) systems, Salesforce or Redtail experience a plus
• Associates degree preferred

Other Qualifications

• Self-starter, learns new tasks quickly
• True team player
• Strong interpersonal, communication and listening skills
• Loves helping people
• Enjoys a fast-paced environment
• Strongest of work ethics
• Good problem solver
• Attention to detail: accuracy and timeliness

Working Conditions

IPI Wealth Management is a professional, fast-paced work environment. We are always looking for ways to meet and exceed the needs of our clients. The successful applicant will have to manage several, time sensitive projects at one time, and thrive on seeing our clients and our team succeed.

Compensation

This opportunity is an hourly, full-time position. Hours will be from 8AM until 5PM Monday through Friday with a hour-long break for lunch. There will be opportunities to grow within our firm as we continue to grow.

Job Type: Full-time

Pay: $15.00 - $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Microsoft Office: 2 years (Required)
• Customer Service: 2 years (Required)

Work Location: In person