The Breakaway Group · 11 hours ago
Executive Assistant
Schaumburg, IL
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $75K/yrThe Breakaway Group is a company that offers a range of financial solutions for various life stages. They are seeking an Executive Assistant to support financial advisors by managing calendars, driving client outreach, and assisting with administrative tasks, which are crucial for the team's success.
Staffing & Recruiting
Responsibilities
Own the advisor’s calendars and run their world
Drive client outreach – scheduling, confirming meetings, being the primary point of contact
Assist in the tracking of opportunities throughout the sales cycle via CRM
Answer and direct telephone calls, as appropriate
Communicate with clients, home office, and other third parties to supply or obtain information
Meet with the advisors to review calendars and current cases to help facilitate movement
Assist with administrative tasks such as travel, client gifting, and Additional ad hoc requests
Grow in your capacity to be able to understand the business, to take on more responsibilities, and to become the go-to-person for the advisors
Qualification
Required
Experience in the financial services industry, preferred
Bachelor's Degree, preferred
Broad knowledge and experience with MS Office applications (Word, Excel, and Outlook)
Past experience in managing calendars
Ability to assess client needs and to communicate both effectively and professionally
Holding your Illinois Life & Health license; or obtain in first three months of hire
Preferred
You are passionate about the process
You are someone who has a growth mindset and embraces change
You are obsessed with finding efficiencies
You are fervent on maximizing your time, prioritizing tasks, and streamlining workflows
You are intellectually curious and are always asking 'why'
You are obsessed with the details
You are able to work both autonomously and collaboratively with a team
You are in possession of excellent oral and written communication skills
You are happy to provide a positive client experience
Company
The Breakaway Group
We are a dedicated recruitment partner that can either supplement or manage recruiting efforts in order to meet our client's needs.
0-1 employees
Funding
Current Stage
Early StageLeadership Team
Tony Norton
Founder
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