Seasonal Associate

Why join us?

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)

Family-friendly work hours Promote from within culture

Why join this team?

We are a growing team with a fast-paced, collaborative, team-centric, positive culture

We hold ourselves accountable to high standards, share wins, operate ethically, and have fun

Opportunity for advancement and training

What You'll Do

• General filing
• Utilize Docupace to preserve documents
• Maintain databases
• Adhere to all internal and external regulatory requirements, standards, guidelines, policies, and procedures, under the strictest confidentiality
• Create and maintain proper electronic documentation, ensure account paper files are in good order
• Work to transition older client records to electronic filing
• Other administrative tasks, as requested

Qualifications

• Superior verbal and written communication skills
• Working knowledge of Microsoft Office suite (Excel, Word, Outlook, etc)
• Ability to multitask, follow instructions and have keen attention to detail
• Excellent teamwork skills
• Adheres to the highest ethical standards
• Exceptional client service skills
• Protects confidentiality

Benefits

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance

Transportation and Commuting Benefits

• Banking Benefits
• Pet Insurance

Compensation

The estimated hourly rate for this role is $19.00 along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills, and experience.