Be the Foundation for Financial Success.Supporting Investment Advisors as an Administrative AssistantDuties Include but not limited to the following:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed
Be the Foundation for Financial Success.Supporting Investment Advisors as an Administrative AssistantDuties Include but not limited to the following:Prepare client correspondence as directed by Investment AdvisorsCommunicate directly with clients in person and via phone and emailPrepare paperwork based on instructions from Investment Advisor or clients Work directly with the Operations department to provide required information/items and process completed
Location: Central IllinoisEmployment Type: Full-TimeIndependent agency dedicated to providing customized commercial insurance and risk management solutions. We serve a diverse clientele across Central Illinois and the Midwest, including privately held businesses, municipalities, and nonprofits. Our expertise spans industries such as professional services, construction, real estate, hospitality, and logistics. We take pride in delivering tailored insurance
Location: Central IllinoisEmployment Type: Full-TimeIndependent agency dedicated to providing customized commercial insurance and risk management solutions. We serve a diverse clientele across Central Illinois and the Midwest, including privately held businesses, municipalities, and nonprofits. Our expertise spans industries such as professional services, construction, real estate, hospitality, and logistics. We take pride in delivering tailored insurance
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