Lakeshore Financial Group, a leading financial services firm in Illinois, is seeking a highly organized and detail-oriented Financial Associate to join our growing team at our Oak Brook location.

This is a great opportunity for the right person to get their foot in the door with a growing firm and learn directly from an experienced, successful advisor.

In this role, you will be responsible for supporting a partner of our firm by engaging with clients, managing calendars and communication, and ensuring accurate client data within our CRM system.

Responsibilities:

Client Communication:

• Proactively reach out to current and prospective clients
• Serve as the primary point of contact for assigned clients.
• Respond to client inquiries and address issues promptly and professionally, ensuring clear and consistent communication.
• Build rapport and maintain positive client relationships.

Schedule Management:

• Manage and maintain the schedule of one financial advisor, ensuring their time is optimized for client needs.
• Organize and coordinate meetings, reviews, and video calls efficiently.
• Proactively anticipate scheduling needs and potential conflicts.

CRM Management:

• Maintain and update the firm's Client Relationship Management (CRM) system with accurate and up-to-date client information.
• Generate reports and perform data analysis as needed.
• Stay up-to-date on CRM best practices and contribute to system optimization.

Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field
• Strong organizational and time management skills with the ability to prioritize multiple tasks.
• Excellent communication and interpersonal skills, both written and verbal.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with Salesforce and/or RedTail is a plus
• Ability to work independently and as part of a team.

Benefits:

• Salary is $45-55k annually commission
• Competitive benefits package
• Opportunity for mentorship, professional growth & development.
• Dynamic and team-oriented work environment.