Assistant to Financial Advisor

Job Title: Assistant to Financial Advisor

Location: Lombard, IL   

Job Type: Full-Time  

About Us:

Seeking a detail-oriented Financial Advisor Associate to optimize operational efficiency and client service in our team.

Responsibilities:  

- Manage daily operations and streamline workflows per policies.  

- Handle calendar and schedule arrangements for meetings and appointments.  

- Coordinate client onboarding and ensure smooth service introduction.  

- Serve as the main contact for client support, inquiries, and issue resolution.  

- Maintain compliant documentation and records.  

- Provide administrative support to the Financial Advisor and team.  

- Communicate effectively between clients, advisors, and departments.  

- Follow legal and regulatory compliance procedures.

Qualifications: 

- Experience in finance, administrative roles, or client services.

- Bilingual - English and Spanish Speaking