Comprehensive Financial Consultants is searching for a service-oriented professional to assist our financial advisors. The ideal candidate will be resourceful, proactive, able to work both individually and with a team, and possess flexibility.

This is position is based out of our office in Cicero, Indiana.

Primary Duties indule:

• Managing calendars and coordinating meetings for our clients
• Cordinating client and prospective client events
• Using our CRM to record all aspects of client related tasks
• Enter & Submit Client Applications
• Proactive Case Tracking
• Making best use of your time – looking ahead to “what’s next”
• This list of duties and responsibilities is not intended to be all-inclusive and may be expanded.

Requirements:

• 2+ years of administrative support or equivalent experience required. Awareness of financial terms and industry functions preferred.
• High school diploma required; higher-level education preferred.
• Highly proficient in Microsoft Word, Excel, and database management.
• Possess extremely high attention to detail and discretion when dealing with sensitive and confidential corporate and client information.
• Very strong interpersonal skills and the ability to build relationships

Comprehensive Financial Consultants is an independent investment firm centered around our befief in Every Step Of The Way.

www.cfcplans.com

Job Type: Full-time

Pay: $40,000.00 - $65,000.00 per year

Benefits:

• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Cicero, IN 46034: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Required)

Experience:

• Financial concepts: 2 years (Required)
• Customer service: 2 years (Required)

Language:

• English (Required)

Work Location: One location

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