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Company Contact Info
100 North LaSalle Street
Chicago, IL 60602
- Mack & Associates, LTD
- Phone: 3123680677
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Mack & Associates, Ltd. • Chicago, IL
Posted 14 days ago
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A global private wealth management firm is seeking an Investment Sales Assistant to join their Chicago office! The Investment Sales Assistant will provide support to a Private Wealth Advisor and perform various administrative duties. The ideal candidate will be a flexible team-player with the ability to develop client relationships. The Investment Sales Assistant must have a Bachelor’s degree.
Responsibilities of the Investment Sales Assistant
- Working with clients to ensure proper account opening procedures and documentation
- Maintaining and building relationships for new and existing clients
- Extensive scheduling and meeting coordination for various teams
- Coordinate travel arrangements and process travel expense reports
- Maintain correspondence files, document files and office files
- Additional administrative duties as needed
Requirements of the Investment Sales Assistant
- Bachelor’s Degree
- Possess an active Series 7, Series 63 and Series 66 licenses
- Proficient in Microsoft Office Suite
- Excellent written and verbal communication skills
- Prior experience in Finance or a related fi