Administrative Assistant - Room for Advancement

It is time to explore new challenges in your career. Dowling Legacy & Retirement is an independent, privately-owned, financial services company in Orland Park, IL. We are looking to add a full-time Administrative Assistant to our team. This position will be an Admin to the Financial Advisor(s) of the firm.

Our Investments in You:

·         Vacation

·         Sick Time

·         Health insurance

·         Dental insurance

·         Simple IRA Retirement Plan

·         Paid Holidays

·         Professional development

The Expertise We’re Looking For:

·         Prior experience in new business processing, loan processing, or some type of financial experience (Preferred)

·         Prior Administrative Experience (Required)

·         Proficient with Microsoft Office Suite (Required)

·         High school degree (Required)

·         Prior experience with DocuSign (Preferred)

·         Prior Experience Working in Financial Advisory Industry (Preferred)

A Successful Admin Assistant Is:

·         Detail oriented with strong follow-up processes

·         Able to work independently and as part of a team

·         Proven time-management and organizational skills in high-volume and high-energy environments

·         Strong in seeing things through to completion

·         Great with communicating via phone, email and in person

·         Being able to create and follow processes and procedures

What You Will Be Responsible For:

·         Collect all vital information for all paperwork

·         Complete investment account opening paperwork and annuity and life insurance applications

·         Process new business applications with detail and accuracy and submit to appropriate carriers

·         Track application and new account set up and follow-up on all pending business

·         Track transfer of funds and follow-up with carriers

·         Provide all needed information and material for delivery 

·         Perform other clerical duties such as filing, photocopying, collating, faxing, entering client data into CRM system etc.

·         Collect all vital information to execute requests or required post issue functions

·         Perform tasks required to execute Required Minimum Distributions (RMDs)

o   Calculate RMDs

o   Schedule time with agent/advisors to determine which accounts to pull RMDs

o   Contact Client to inform them of the RMD amount and account(s) that will be impacted and set a meeting if requested

o   Submit completed forms to companies

o   Track all distributions made and RMD met

·         Process all client service requests such as contributions, distribution requests, change of beneficiaries, change of client address etc.

·         Process any annuity surrenders

·         Monitor annuity policies for annual reallocation

·         Provide all needed information and material for delivery 

·         Be a back up to answer phone calls and to help with calendar appointment reminders

·         Assist with prospect and client events as needed

·         All other duties as assigned

Pay: Starting at $20/hr + bonus potential

Check out our website: https://www.dowlingretirement.com/

If you feel like we would be a good fit for each other, apply now!