Job description

HKS Financial Partners

413 Jubilee Lane

Germantown Hills, IL 61548

Greater Peoria Area

Office: 309-383-4080

Website: www.hksfinancialpartners.com

Administrative Assistant - Client Experience

Herzog Kistner & Shaw Financial Partners is looking for a Client Experience Administrator to join our growing team. The CEA will be the first point of contact for all client interaction. CEA responsibilities include but are not limited to:

• Managing new client experience by creating processes and systems to improve client onboarding and service
• Answer office phone calls and direct to proper team members
• Answer questions and provide readily available information to clients, if requested
• Update client account information and features
• Preparing applications, reports, and documents for clients
• Point of contact for client on-line access
• Preparing client outreach information
• Entering financial and personal information obtained from clients
• Work with team and home office to ensure proper and timely account set up, funding, and service requests
• Supporting advisors as they prepare and run prospect and client meetings
• Updating workflows and task processes for advisors
• Supporting CRM database and file management
• Staying up to date with processes and technology

Job Experience: 7-10 years administrative experience. Financial services background preferred

Location: Germantown Hills, Illinois (Greater Peoria Area)

Position Type: Full Time

Schedule: Monday – Thursday 8:00 a.m. to 5:30 p.m., Friday 8:00 a.m. to 4:30 p.m., with every other Friday off

Competitive Pay and Bonus based on team and individual performance

Company Paid Health Benefits: Health, Eye, Dental, Disability and Life and other group benefits

Paid Time Off (PTO) including Sick Time: 20 days per year.

401k: 100% match on first 5% of base salary

Probationary period: 30 days for healthcare, 90 days for 401k, and 180 days for bonuses.

HKS FINANCIAL PARTNERS IS NOT A SUBSIDIARY OR AFFILIATE OF MML INVESTORS SERVICES, LLC. SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH QUALIFIED REGISTERED REPRESENTATIVES OF MML INVESTORS SERVICES, LLC. MEMBER SIPC (WWW.SIPC.ORG). 6 PPG PLACE SUITE 600 PITTSBURGH, PA, 15222. PHONE: 4125621600.

SIPC - Securities Investor Protection Corporation

Job Type: Full-time

Pay: $40,000.00 - $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Metamora, IL 61548: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Preferred)

Experience:

• Administrative: 7 years (Preferred)

Work Location: One location

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