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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:
Schedule Management:
CRM Management:
Qualifications:
Benefits:
Full Time
Lending & Credit
$136k-162k (estimate)
06/27/2024
07/25/2024
lsfgchi.com
Chicago, IL
50 - 100
Lending & Credit
The job skills required for Finance Associate include Microsoft Office, Business Administration, Financial Services, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Finance Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Finance Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Finance Associate positions, which can be used as a reference in future career path planning. As a Finance Associate, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Finance Associate. You can explore the career advancement for a Finance Associate below and select your interested title to get hiring information.