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Financial Services Licensed Assistant

Rockford, IL 61107

Posted: 04/20/2023 Employment Type: Permanent Industry: Accounting & Finance Job Number: R 821480623

Job Description

Making Goals and Dreams Come True One Dollar at a Time
FurstProfessionals has a growth opportunity for a Financial Services Licensed Assistant to join a locally owned, long-standing wealth management firm in Rockford.The ideal candidate will have a degree in Finance or related field and possess their Series 6 or Series 7 license.  Licensed Assistant Job Responsibilities:
  • Create or maintain daily calendars for Financial Advisors
  • Offer client support, including responding to client phone calls and emails in a timely manner
  • Answer questions and resolve issues related to financial statements, deposits, checks, and transactions
  • Process new client paperwork and maintain confidentiality
  • Identify opportunities to increase revenue from existing clients
  • Manage multiple computer systems
  • Manage other office administrative functions
 Licensed  Assistant Job Requirements:
  • A Bachelor’s degree in Finance or related field of study
  • Series 6 or Series 7 license
  • Two+ years of experience in financial services preferred
  • Skilled in customer service
  • Ability to multi-task and work in a fast-paced environment
Please apply directly to this opportunity or contact Rachel at 815-997-1417 or with any questions.

Meet Your Recruiter

Rachel Thomann
VP, FurstProfessionals

Year Started: 2011

I wanted to be a physical therapist when I grew up.


Favorite Quote:

“My wish for you is that you continue. Continue to be who you are, to astonish a mean world with your acts of kindness.” – Maya Angelou


What do you enjoy most about your work?

It’s so rewarding to meet great people and match them up with our clients’ needs!

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