Administrative Assistant

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!