search
backpage.com > Chicago jobs > Chicago management/professional

Posted: Friday, March 17, 2017 8:29 AM

Reply

Everett Wealth Solutions

Forest Park

SUMMARY

Candidate must be self-motivated, have attention to detail, and follow instructions both verbal and written. Excellent verbal and written communication skills, general to advanced knowledge of Word, PowerPoint and Excel software, and the ability to perform most tasks with minimal direction once taught. Knowledge of financial reporting, or tax rules a plus. Experience with InfusionSoft and Gold Mine CRM’s a definite bonus.


Responsible for supporting financial planner/business owner in a fast paced office.

Efficiency/productivity/flexibility mindset essential. Experience in the insurance or investment industries a bonus.

PRIMARY RESPONSIBILITIES

Project management – project flow completion
Process new business, collect/update client data for insurance and annuity applications.
Organize/review insurance, investment, planning documents.
Data input into planning systems.
Prep/review insurance policies for client delivery
Resolve any back office issues with multiple carriers.
Coordinate with Marketing Director and other staff regarding client lists for important dates and client appreciation events.
Assist in set-up and take-down for events, workshops, and client appreciation events.

Time commitment is 20-30 hours/week. Compensation is $15-20/hour depending on the experience to start, with opportunity to join full time.

Phone 708-771-7777

Email chris@everettwealthsolutions.com

• Location: Chicago

• Post ID: 52385787 chicago
chicago.backpage.com is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017 backpage.com