Financial Assistant

Support the Financial Advisor Team in delivering client investment solutions through administrative, sales, and customer service assistance. Facilitate new client onboarding by opening accounts, managing paperwork, tracking correspondence, and generating performance reports. Schedule and manage client reviews, preparing presentations and updating profiles while maintaining clean compliance files. Act as the team's Office Manager to order supplies, update marketing materials, and manage the banker referral flow in Salesforce. Handle various client communications including newsletters and seasonal cards. This role supports the Chicago-area team responsible for over $25 billion in assets within a culture recognized as a Top Workplace.