Chicago, Illinois, United States
Assist with client financial plans and portfolio analysis using eMoney, Tamarac, Salesforce, etc. Participate in client meetings and observe financial planning and investment discussions. Shadow teams across Trading, Financial Planning, Wealth Advisory, and Client Services to gain exposure to wealth management operations.
Assisted students, faculty, and visitors with directions, escorts, and school information Monitored entrances, verified IDs, and prepared incident reports as needed. Collaborated with team members and staff to ensure community safety and respond to emergencies.
Developed knowledge of RIAs and SEC fiduciary regulations. Created mock financial plans covering budgeting, retirement, insurance, tax, investments, and estate planning. Shadowed advisors in portfolio reviews and client meetings, strengthening communication and client service skills.
Assisted customers with uniform and accessory selection. Managed inventory and restocked merchandise. Recommended products aligned with preferences and dress codes.
Supported daily administrative operations and streamlined processes. Addressed client inquiries to maintain a professional company image. Conducted research and prepared reports to support business needs.