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Company Contact Info

  • 100 North LaSalle Street
    Chicago, IL 60602
  • Mack & Associates, LTD
  • Phone: 3123680677

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Sales Assistant

Mack & Associates, Ltd. • Chicago, IL

Posted 14 days ago

Job Snapshot

Degree - 4 Year Degree
$60,000.00 - $70,000.00 /Year
Banking - Financial Services, Other Great Industries
Admin - Clerical, Sales, Other


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Job Description

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 

Job Requirements

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

Job ID: P-4
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