Financial Assistant

What you’d do

Supports a Financial Advisor Team in the Barrington, IL office with administrative and sales support, client onboarding, account paperwork, scheduling client reviews, preparing presentations, and maintaining CRM notes and compliance files. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• 3+ years financial industry and customer service experience preferred
• Microsoft Word, Excel, and Outlook
• Salesforce and Workday desirable
• FINRA Series 7 and 66 licenses preferred
• Illinois Insurance License preferred