North Shore Wealth & Legacy ยท 1 hour ago
Administrative Assistant
Greater Chicago Area
Full-time
Onsite
New Grad, Entry LevelNorth Shore Wealth & Legacy is a comprehensive financial services group seeking an Administrative Assistant to join their dynamic team. The role involves maintaining client records, coordinating schedules, and providing support to advisors and team members.
Financial Services
Responsibilities
Client Record Maintenance
Electronic filing of documents
Coordination of Scheduling
Delegation of tasks/work
Other administrative tasks such as mailing, copies, printing, etc
Provide support to advisors and other team members
Qualification
Required
Client Record Maintenance
Electronic filing of documents
Coordination of Scheduling
Delegation of tasks/work
Other administrative tasks such as mailing, copies, printing, etc
Provide support to advisors and other team members
Life/Health & Disability Insurance Producer License (must have already or can obtain in the first six months)
Preferred
Diligence
Proactiveness
Resourcefulness
Excellent verbal and written communication skills
Excellent Articulation
In office role (five days in office)
Proficiency in MS Excel, MS Word, Outlook
Benefits
PTO in addition to federal holidays off
Flexible Work Schedule (on an as needed basis)
Sponsored licensing and professional education
Retirement Savings Plan
Subsidized Health & Dental Insurance
Growth Opportunities
Personal Financial Planning
Company
North Shore Wealth & Legacy
At North Shore Wealth & Legacy, our mission is to guide our clients towards financial success through a disciplined, long-term investment strategy and comprehensive retirement planning.
Founded in 2024
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase