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Business Development Assistant Jobs

Company

Savant Wealth Management

Address Rockford, IL, United States
Employment type FULL_TIME
Salary
Category Financial Services
Expires 2023-07-30
Posted at 10 months ago
Job Description
Job Details


Job Location


Multiple Locations - Rockford, IL


Position Type


Full Time


Description


The Business Development Assistant supports members of our business development and sales team by performing an array of administrative and clerical duties as well as special activities as described. The Business Development Assistant will provide support for the business development and sales teams, as well as the Regional Advisory Directors.


The Business Development Assistant Will


  • Handling travel arrangements
  • Receive and distribute incoming mail, memos, submissions and reports to determine their significance and distribute as required
  • Provide efficiencies and organization to daily schedules and tasks
  • Preparing for and coordinating meetings
  • Travel for business related purposes up to 20% of the time.
  • Arrange department events, off-site meetings and dinners. Collaborate with others to coordinate company events.
  • Prepare draft responses and in some instances directly respond to correspondence containing routine inquiries
  • Receive incoming calls, as designated
  • File and retrieve documents.
  • Proofread documentation, correspondence, etc
  • Facilitate time with team members
  • Maintaining and reconciling monthly expense reports
  • Take notes and meeting minutes, as requested
  • Prepare or confirm agendas and logistics in advance for various meetings, including but not limited to individual and group meetings.
  • Provide support with presentations and web meetings


Qualifications


Our Business Development Assistant requires the following:


  • A team player with a positive attitude and able to work well with internal and external clients.
  • Excellent interpersonal and time management skills
  • Strong MS Office Suite skills
  • Must be located in Rockford, IL; Chicago, IL; or Middleton, WI Areas or within a commutable distance to a Savant location
  • Ability to travel for business related purposes
  • 5-7 years progressive experience in similar roles
  • Excellent written and verbal communication skills.
  • Financial services experience preferred
  • Must be organized, attentive to detail, able to multitask with strong problem resolution skills.
  • Associate’s Degree Preferred.


Why Join Us?


  • We are a growing firm, with opportunities for future growth and advancement in your role.
  • We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide a world class service
  • We offer health, vision, dental, and 401K benefit options for you and your family.
  • Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.


Let us help you on your path to your ideal career - apply today!


Collective Wisdom. We're Better Together.


At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom. If you want to be part of a culture that is defined through strong values - Savant is right for you.


The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.


Any combination of equivalent education and work experience will be considered.


Savant Capital, LLC is an Equal Opportunity Employer