Financial Administrator / Office Manager

Join Our Team as a Financial Administrator / Office Manager!

Are you looking for a rewarding career in the finance industry? Coaching Financial Concepts is seeking a dedicated individual to join our team in Des Plaines, IL 60018. As a Financial Administrator / Office Manager, you will have the opportunity to work with our investment, insurance, employee benefits, and commercial and personal lines insurance departments. The ideal candidate will have office management experience in the insurance and/or investment field, excel in a collaborative team environment, and prioritize client service. Securities and insurance licensing is preferred. In addition to a competitive salary, this position offers production bonuses, 401k, health insurance, and dental benefits.

Daily Responsibilities:

• Financial Planning and Analysis
• Financial Operations Management
• Month-End Close Processes
• Financial Reporting

Required Skills:

• Internal Control Implementation
• Budget Forecasting Abilities
• Financial Analysis Proficiency

Company Information:

Sports is not just a handy metaphor. Winning the game gives us serious lessons to follow in money matters, like the need for a coach to show us our options, and the crucial balance that must be maintained between offense and defense, between aggression and caution even managing the clock as one moves to retirement. That was the thinking behind the founding of Coaching Financial Concepts in 1997, and our clients have been winning ever since. Meet the coaches, hear from our satisfied clients, meet our affiliated firms that broaden our services to you, and see our library of useful articles and videos. The Coaching Financial Concepts clients have benefitted from our knowledge and experience in business and personal financial planning, employee benefits, and auto home and commercial insurance.

Salary and Benefits:

• Health Insurance
• Dental Insurance
• 401(k) Plan
• Vacation Leave
• Sick Leave
• Holiday Pay

DEI Statement:

Coaching Financial Concepts is committed to diversity, equity, and inclusion in all aspects of our business. We believe that a diverse workforce leads to innovative solutions and better outcomes for our clients.

EEO Statement:

Coaching Financial Concepts is an equal opportunity employer and prohibits discrimination and harassment of any kind. We are dedicated to creating a work environment that values all employees and their contributions.