Administrative Assistant to Chad LaMont

Elgin, IL
Part Time


Administrative Assistant to a Financial Advisor

-Looking at Part-time to start (Probably 20ish hours per week) with the vision of becoming full time in the future with health benefits and a matching retirement plan

-Duties would include:

               -Phoning to schedule meetings with existing clients as well as rescheduling prior meetings

               -Managing calendar

               -Communicating with clients for service requests as well as other team members to complete tasks

               -Completing paperwork such as applications for prospects and clients

               -Marketing when it comes to social media posts on LinkedIn and updating the advisor website on occasion

               -Managing email inbox

-Long term vision would be to become insurance and investment licensed to sign paperwork and perform investment trades

-Prior industry experience is preferred, must be proficient in Microsoft Office programs

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