Dynamic career opportunity for a mature, professional, caring, and creative Client Service Associate (high-level administrator) to join our rapidly growing, independent wealth management firm in Lawrenceville, IL. We will train the right person for success. The ideal candidate is friendly, energetic, positive, dependable, well-organized, and eager to learn new skills. The position requires excellent interpersonal skills and phone demeanor, extraordinary client service attitude, and genuine interest in people to prosper in this warm and friendly, small office environment. Must also be very detail-oriented, technologically literate, exceptional with multi-tasking, and able to work independently with little supervision. Must have excellent follow-through and be a self-starter. Coordinate client appointments and meetings. Prepare presentations, greet clients, handle phone, sort and distribute mail, maintain office filing and document storage, and coordinate vendors and office supplies.

The emphasis of our business is comprehensive financial planning. Join a fun-loving, high-end boutique firm where you will make a difference and be appreciated. The better we serve our clients, the more you will be rewarded. If you are excited by an opportunity to break into the fast growing financial services job market, and would like the chance to have your compensation increase directly with your effectiveness, please send us your resume, cover letter, and salary requirements. Ethics, integrity, and can-do attitude are a must. Financial services experience a plus. Hours are Monday through Friday, 8:00 a.m. to 5:00 p.m.

IF THIS SOUNDS LIKE A JOB FOR YOU, POSITION IS OPEN AND READY TO STAFF WITH AN A+ INDIVIDUAL