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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 Details
- 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
- 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.
- 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.
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