What are the responsibilities and job description for the Customer Service Representative (Chicagoland, IL - Hybrid) position at The Mom Project?
Small Family Office
Hybrid - on site in Frankfort, IL
Friendly Work Culture with some flexiblity
Opportunity to grow in Insurance
Core Responsibilities
Hybrid - on site in Frankfort, IL
Friendly Work Culture with some flexiblity
Opportunity to grow in Insurance
Core Responsibilities
- Handle requests and queries appropriately
- Arrange meetings and appointments
- Make arrangements events and upcoming client visits as needed
- Monitor office and supplies as needed
- Produce reports, presentations, and briefs as directed
- Manage any facility needs
- experience as an administrative assistant, or in other secretarial position is helpful
- Good planning and time management skills
- Up-to-date with advancements in office gadgets and applications
- High level verbal and written communications skills
- Willingness to learn new software systems
- Retirement plan
- PTO/Holidays
- Educational opportunities for securities & insurance licensing reimbursement
- Opportunity to become a financial advisor
