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HRBoost Administrative Assistant II in Chicago, Illinois

Administrative Assistant II

Lake Growth Financial is a financial firm committed to taking a fresh approach to retirement planning, college planning, and helping individuals and business-owners follow their dreams. We are a growing firm, with plenty of opportunities along the way. You will find our environment challenging, rewarding, and fun.

We are seeking a full-time, mostly virtual Administrative Assistant to join our team. The Administrative Assistant will support Mark Willis, Lake Growth CEO, to offer an excellent and warm, professional experience for families and small businesses who want to ?nd ?nancial freedom and overall well-being.

This position will work Monday-Friday 8am-5pm. We work hard during that time because weekends are sacred to us! The work is rewarding, and we are looking for someone who is passionate about helping others. Compensation is competitive, with opportunities for bonuses, and growth potential.

Position takes instruction from: Company Of?cers (CEO + COO) and reports to the COO

Responsibilities include:

Customer Service

? Schedule and con?rm appointments for leads, prospects and clients with appropriate buffer time between meetings.

? Listen to, thank, respect, warmly welcome and honor all clients.

? Follow up with clients to complete and return unfinished paperwork

? Client appreciation! Send out cards for birthdays, anniversaries, new clients, and referrals!

? Social Media development and content creation

? Live and Online Event Planning Support (as needed)

? Support the company?s of?cers, primarily the CEO.

? Manage CEO?s calendar and answer phone for all appointments. Other phone work, which will include answering incoming calls and speaking with clients to: attend to their requests, give them weekly updates, and coordinate their appointments.

? Prepare documents for client meetings.

? Be the ?face? of LakeGrowth, being ever-available, presenting an excellent ?rst impression, on email, on the phone, at events and at our of?ces. Respond to inquiries promptly and follow-up on new business that we have submitted to ensure timely implementation.

? Must be able to work independently and be available at a moment?s notice for walk-ins, etc.

? Follow common sense, and run the front of?ce ef?ciently, in a highly organized and detail-oriented manner, and bring your spontaneous and creative ideas to the table (big or small).

Of?ce Support? Process postal mail. Prepare and mail out policies to clients.

? Collaborate with the Administrative Assistant Team.

? Maintain work?ow and current client/prospect status on the database.

? File management and organization, including paper and digital ?ling.


? Business Casual Dress whether on virtual video or in person

? Kindness, timeliness, professionalism, phone skills, communication prowess, perseverance, diligence

? Daily work must be processed with promptness and care

? Clients and co-workers must be treated with honor, care, respect, and appreciation

You can expect:

? Competitive pay with monthly bonus opportunities

? 80-90% virtual, work from home

? Health insurance, retirement benefits, wellness benefits and perks

? Paid Time Off (PTO) and 10 Paid Holidays

? Paid Parental Leave

? Daily touch points, in person or by phone with CEO for updates, questions and clarifications.

? Weekly status / coaching meetings

? 90 Day (Quarterly) evaluation meetings with of?cers

? Only to work during paid hours

? All technology provided (laptop, phone system, etc)

? Snacks! Coffee! Tea! Sane working environment

? An excellent, growing business context

Lake Growth Inc. is positioned to change and improve the face of ?nancial services in Chicagoland. Come join us!