BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
1106-1

Job Type:
Permanent

Title:
Financial Services Assistant (1106-1)

Location:
Elgin, IL

Description:
SUMMARY: Seeking a highly motivated, proactive and client service oriented
individual to grow with a professional team. The successful candidate should
have experience servicing individual clients, corporate retirement plan
relationships and a strong desire to expand your career with a rapidly
growing firm. The Financial Services Assistant serves both individuals and
retirement plans, and will serve as a liaison between the Retirement Plan
Advisor, various small and mid-market privately held corporate clients and
individual investor clients.

RESPONSIBILITIES:
Maintain/enhance relationships through preparation of reports and requests
for proposals (RFPs)
Research and resolve client issues
Conduct phone and in-person meetings with clients to support Advisor in
making suggestions
regarding plan design/plan enhancements/necessary changes/overall plan
management
Maintain client fiduciary files, including drafting meeting minutes
Assist with all aspects of the client relationship to ensure issues are
addressed professionally and in a timely manner
Client/administrative support including scheduling/confirming appointments,
scanning & document processing, data entry and maintenance of CRM database,
distributing mail, preparation & processing of Broker/Dealer account
paperwork, meeting preparation
Provide coordination and active assistance to HR, TPA, CPA, Recordkeeper,
Payroll and Custodian
Case implementation, client service, and assisting with employee education
meetings

REQUIREMENTS:
Series 7 & Series 66 & insurance licenses ? strongly preferred
American Society of Pension Professionals and Actuaries (ASPPA) designations
- preferred
Experience in defined contribution industry, retirement plan
services/relationships and strong knowledge of retirement plan industry
Experienced with all aspects of plan administration
Demonstrated commitment to high-quality work performing with executive level
skills
Attention to detail and strong communication skills (both written and
verbal) and project management skills
Ability to work independently, function within a team environment and able
to productively respond to change
Excellent planning, organization, and time management skills
Qualified 401(k) Administrator (QKA) or Qualified Pension Administrator
(QPA)


Category:
Asset Management // Banking // Broker Dealer // Sales and Marketing

Contact:
jordan@bcius.com