68 applicants
SOUND INVESTMENT GROUP, LLC · 5 days ago
Administrative Assistant
Downers Grove, IL
Full-time
Onsite
Mid Level
3+ years exp
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Hiring Manager
Justin Rosenblume
Insider Connection @SOUND INVESTMENT GROUP, LLC
Responsibilities
Direct communication with Financial Advisors, LPL back-office team, and clients
Daily use of LPL’s ClientWorks system for account management
Daily use of Redtail Technology CRM software for scheduling and communication
Maintaining office supplies inventory
Interface with the LPL Help Desk Call Center for client needs
Follow compliance and regulatory requirements
Qualification
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Required
Associate degree or Bachelor’s degree
Experience in an Administrative or office staff role for the financial services, banking, or accounting industries
Prior Experience: 3+ years
Preferred
Strong software skills including Microsoft Office Suite and Customer Relationship Management (CRM) systems
Effective communication and computer skills such as typing, data collection and data entry
Organized, detail oriented, and good with numbers
Proficiency in a client-facing role
Interested in learning and growing professionally (desire to complete FINRA SIE and Series 99)
Benefits
Paid time off
Paid Holidays
Vacation days off
Assistance with Health, Dental, and Vision Insurance
Retirement Plan
Company
SOUND INVESTMENT GROUP, LLC
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
