For best consideration, please submit a resume & cover letter that highlights your relevant experience to chicago@legalpeoplegroup.com. You may visit our company at www.legalpeoplegroup.com.
Posting ID: 3792255316Posted: 2013-05-08, 10:06AM CDTEdited: 2013-05-08, 10:06AM CDTemail to a friendFrom Craiglist. Product reviews and advice for best reference here
? Receives orders from clients in diverse products; includes mastering product-specific applications, building relationships with broker dealer, ensuring completion of necessary trade documentation and timely execution reporting to clients.
? Serve as a liason between the advisors, compliance and various other vendors.
? Manage account opening process for new and existing clients. Includes collection of account-specific information, recording information via electronic account-opening system, retrieving relevant executed documentation from clients and compliance with regulatory procedures.
? Perform account maintenance including money transfer requests, address changes, etc.
? Handles incoming services calls, handles incoming calls to firm.
? Creates client meeting update books, sends update meeting letters and various correspondence to clients.
? Complete ad hoc, client-related projects as needed and handles miscellaneous operational activities and develops and maintains written systems of all activities.
Bachelor's degree required
Series 7 & 63 or 66 licenses strongly preferred
Proven ability to work independently and competently handle multiple responsibilities, with a high degree of accuracy, in a high pressure environment.
Highly proficient user of Word, PowerPoint and Excel
RPG offers an exceptional benefits program
Please send cover letter and resume. You must include a cover letter to be considered for the position. In the subject line please put Sales Assistant.
Would you like a career where others treat you with respect, dignity and interest?
Would you like to be part of team whose intent is to make a positive difference both locally and globally?
We've been in Glenview nine years and are expanding throughout the Midwest.
Our office is fast paced, fun and meaningful. We're the recognized experts in the fields of estate planning, holistic elder law and family business transitions.
In each domain we help families in transition; our norm is going the extra mile to serve others. Our primary values are: Family, Integrity and Trust.
Extrinsically, you will be contributing by:
? meeting and supporting clients through our processes
? working closely with team members to solve client challenges
? drafting legal documents
? forming lasting relationships with clients.
Intrinsically, you will be contributing by:
? instilling confidence in clients
? being interested instead of interesting
? listening with the intent to understand
? being detailed
? moving with alacrity; and
? being a learner as opposed to a knower.
You must be a self-confident, self-starter and have the ability to handle clients and projects in a relaxed, supportive and appropriately enthusiastic manner.
This is a full time position that requires 40+ hours per week.
Can you see yourself excelling here? If this feels like it is the right fit please follow the following process:
1. Go to http://si.globalevolutionary.com
2. Take the Symphony Instrument assessment at http://si.globalevolutionary.com. Please use HLF1 as the Company/Referring Company name.
3. Complete the entire assessment
4. Follow with an email via Craigslist making sure to include your resume and salary requirements.
We'll get back to you within two workdays.
Location: GlenviewCompensation: Please share salary requirements in your email.Principals only. Recruiters, please don't contact this job poster.Please, no phone calls about this job!Please do not contact job poster about other services, products or commercial interests.The Sr. Media Planner is responsible for managing the daily activities on accounts and does so demonstrating a mastery and expertise in client account management. Through proven industry knowledge, experience and the delivery of superior customer service, this position contributes to solid client relationships.
*Manage the day-to-day planning and implementation activities for an account or group of accounts demonstrating strategic thinking, creativity and solid decision-making.
*Develop and maintain working knowledge of all media plans.
*Provide input in the strategic planning process for clients.
*Act as a guide or mentor to more junior media staff.
*Oversees Media Coordinator's job duties and provides input to Media Supervisor on their performance.
*Verify all authorizations and budgets.
*Coordinate all Initiative efforts on behalf of the client including Buying and other specialized services.
*Maintain responsive working relationship with client as well as with appropriate staff at client agencies and vendors.
*Operate as Initiative's liaison with client's advertising agency and other communication resources.
*Maintain contact and rapport with media suppliers on an as-needed basis.
*Compile and coordinate research data and media/marketing information, analyzes data and issues and reports information to clients.
*Generate and maintain client masters.
*Oversee electronic job orders, print insertions and manage quality controls.
*Responsible for the collection of past due Account Receivables.
Requirements:
*Strong Regional Plannig Experience is desired
*Bachelor degree in related field or equivalent work experience
*Proven ability to develop and maintain strong professional relationships with clients, colleagues and vendors
*4 - 6 years experience in account management with a concentration in Media, other areas could include marketing or advertising management.
*Proven leadership ability
*1+ years experience in managing or developing a staff preferred
*2+ years proven traditional planning skills and knowledge of research tools and resources
Location: ChicagoPrincipals only. Recruiters, please don't contact this job poster.Please, no phone calls about this job!Please do not contact job poster about other services, products or commercial interests.