Financial Assistant

What you’d do

Supports a financial advisor team with client onboarding, account paperwork, scheduling and preparing client reviews, CRM notes, and compliance recordkeeping. Full time in the Lake Forest, IL office. 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, Outlook
• Salesforce and Workday desirable
• FINRA Series 7 and 66 preferred
• Illinois Insurance License preferred