Administrative /Planning Associate

Administrative/Planning Associate


If you’re an energetic, independent administrative professional with excellent computer and communication skills, consider joining a growing financial planning firm in downtown Arlington Heights. Opportunities to pursue a career path in investment management or financial planning are available to the right candidate.

Skills Desired

v  Excellent written and oral communication skills

v  Proficiency in general computer & internet use

v  Intermediate Microsoft Word & Excel skills (experience with Office 2007 a plus)

v  Experience with GoldMine Contact Manager or similar database a plus

v  Experience working in the financial services industry a plus

Initial Responsibilities

v  Maintain and modify office policies and procedures

v  Keep files organized and up-to-date

v  Maintain the physical office

v  Communicate with outside vendors to manage office use of products and services

v  Receptionist Tasks – Answer phones, greet clients, schedule meetings, process mail etc.

v  Maintain the client information in various software programs (will train)

v  Design and update client handouts and forms

v  Create documents & spreadsheets upon request

v  Gather and process planning paperwork and input client data as requested (will train)

v  Assist clients with access to online systems (will train)

v  Other special projects, as assigned

This is a salaried position with 401k, Medical, Dental, and other insurance benefits. Vantage will pay for education and offer career advancement to the right candidate. Financial Planning is one of the fastest growing industries in the country. Come join a company that’s quickly becoming a leader in that growth.

For more information about Vantage Financial Partners, visit our website at www.vantagefinancial.com