Lakeshore Financial Group · 4 hours ago
Administrative Assistant
Chicago, IL
Full-time
Onsite
New Grad, Entry Level
$45K/yr - $55K/yrLakeshore Financial Group is a leading financial services firm in Illinois, seeking a highly organized and detail-oriented Administrative Assistant to join their growing team. The role involves supporting a managing associate by engaging with clients, managing calendars and communication, and ensuring accurate client data within their CRM system.
Financial ServicesInsuranceLife Insurance
Responsibilities
Supporting a managing associate of our firm by engaging with clients
Managing calendars and communication
Ensuring accurate client data within our CRM system
Qualification
Required
Highly organized
Detail-oriented
Ability to engage with clients
Experience managing calendars and communication
Ensuring accurate client data within a CRM system
Benefits
Competitive benefits package.
Opportunity for mentorship, professional growth, and development.
Dynamic and team-oriented work environment.
Company
Lakeshore Financial Group
Lakeshore Financial Group provides financial planning, investment, and insurance services.
Founded in 2016
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Moratti
Managing Partner
Tim Dunneback, CFP®, ChFC®
Partner, CERTIFIED FINANCIAL PLANNER™, ChFC®
Company data provided by crunchbase