Lakeshore Financial Group, a leading financial services firm in Illinois, is seeking a highly organized and detail-oriented Administrative Assistant to join our growing team at our Chicago location. This is an in-person position. This is a great opportunity for the right person to get their foot in the door with a growing firm and learn directly from an experienced, successful advisor. In this role, you will be responsible for supporting a managing associate of our firm by engaging with clients, managing calendars and communication, and ensuring accurate client data within our CRM system. Benefits: • Salary is $45,000 - $55,000 annually. • Competitive benefits package. • Opportunity for mentorship, professional growth, and development. • Dynamic and team-oriented work environment. This is an in-person position. Responsibilities: Client Communication: • Proactively reach out to current and prospective clients. • Serve as the primary point of contact for assigned clients. • Respond to client inquiries and address issues promptly and professionally, ensuring clear and consistent communication. • Build rapport and maintain positive client relationships. • Complete all necessary paperwork/documents to secure client applications. Schedule Management: • Manage and maintain the schedule of one financial advisor, ensuring their time is optimized for client needs. • Organize and coordinate meetings, reviews, and video calls efficiently. • Proactively anticipate scheduling needs and potential conflicts. CRM Management: • Maintain and update the firm's Client Relationship Management (CRM) system with accurate and up-to-date client information. • Generate reports and perform data analysis as needed. • Stay up-to-date on CRM best practices and contribute to system optimization. Qualifications: • Bachelor's degree in Finance, Business Administration, or a related field. • Strong organizational and time management skills with the ability to prioritize multiple tasks. • Excellent communication and interpersonal skills, both written and verbal. • Proficient in Microsoft Office Suite (Word, Excel, Outlook). • Ability to work independently and as part of a team. Compensation: $45,000 - $55,000 yearly

• Client Communication: • Proactively reach out to current and prospective clients. • Serve as the primary point of contact for assigned clients. • Respond to client inquiries and address issues promptly and professionally, ensuring clear and consistent communication. • Build rapport and maintain positive client relationships. • Complete all necessary paperwork/documents to secure client applications.Schedule Management: • Manage and maintain the schedule of one financial advisor, ensuring their time is optimized for client needs. • Organize and coordinate meetings, reviews, and video calls efficiently. • Proactively anticipate scheduling needs and potential conflicts.CRM Management: • Maintain and update the firm's Client Relationship Management (CRM) system with accurate and up-to-date client information. • Generate reports and perform data analysis as needed. • Stay up-to-date on CRM best practices and contribute to system optimization.