Visit www.TNLPG.com TNLPG is quickly becoming one of the most recognized financial planning firms in the Chicago area. Our offices are located by O’Hare. We currently serve more than 400 successful individuals and families nationwide and specialize in architecting and implementing comprehensive financial plans for them. Each plan is tailored to the unique values and vision of our clients.
The essence of our Client Service Associate role is:
To ensure that our clients receive what we promise to them in a timely and professional manner, by the appropriate members of our team, using our suite of proprietary systems.
The primary responsibilities of our Client Service Associates are:
Creating work orders in our task management system
Owning and executing most types of client service tasks
Facilitating various account opening, funding, and maintenance processes
Assigning tasks to other team members, such as Planner Associates
Assisting our financial...
May 06, 2020
Full time Entry Level
Visit www.TNLPG.com TNLPG is quickly becoming one of the most recognized financial planning firms in the Chicago area. Our offices are located by O’Hare. We currently serve more than 400 successful individuals and families nationwide and specialize in architecting and implementing comprehensive financial plans for them. Each plan is tailored to the unique values and vision of our clients.
The essence of our Client Service Associate role is:
To ensure that our clients receive what we promise to them in a timely and professional manner, by the appropriate members of our team, using our suite of proprietary systems.
The primary responsibilities of our Client Service Associates are:
Creating work orders in our task management system
Owning and executing most types of client service tasks
Facilitating various account opening, funding, and maintenance processes
Assigning tasks to other team members, such as Planner Associates
Assisting our financial...
Growing company looking for entry level accounting admin. This can be part time or full time. This position would be excellent for accounting majors that what to do real hands on work in many different areas.
This position will assist with day to day accounting activities.
Primary duties include:
Payroll duties
Account Reconciliations
Bank reconciliations
Key2Act Job Cost set up
Post weekly Payroll hours to Job Cost
Prepare management reports
Assist Accounting staff with accounting related issues – Accounts Payable, Purchasing, Accounts Receivable. Backfill for all positions on an as needed basis.
Maintain Fixed Assets and prepare appropriate journal entries.
Prepare/post entries to Dynamics GP ledger/sub-ledgers
Assist with Monthly Closing and Financial Statements
Assist remote locations with bid documentation
Required Skills and Experience:
Enrolled in BA/BS/Accounting Program...
Apr 02, 2020
Internship (paid)
Growing company looking for entry level accounting admin. This can be part time or full time. This position would be excellent for accounting majors that what to do real hands on work in many different areas.
This position will assist with day to day accounting activities.
Primary duties include:
Payroll duties
Account Reconciliations
Bank reconciliations
Key2Act Job Cost set up
Post weekly Payroll hours to Job Cost
Prepare management reports
Assist Accounting staff with accounting related issues – Accounts Payable, Purchasing, Accounts Receivable. Backfill for all positions on an as needed basis.
Maintain Fixed Assets and prepare appropriate journal entries.
Prepare/post entries to Dynamics GP ledger/sub-ledgers
Assist with Monthly Closing and Financial Statements
Assist remote locations with bid documentation
Required Skills and Experience:
Enrolled in BA/BS/Accounting Program...
Business Internship at Namey Financial Group, Inc :
NAMEY FINANCIAL GROUP is a wealth management firm built on trust and long-term client relationships. We specialize in a holistic approach to retirement, estate and tax reduction planning.
Job Description-
Client-related duties /Administrative duties summary but not limited to: • Manage client data system-(Scanning Documents into the Cloud based CRM, Update Client data in CRM) • Assist advisors with filing paperwork • File old e-mails into outlook files • Assist in preparing marketing materials and information packets for 401(k) Clients and prospective Clients.
The hourly pay rate - $10.00 , Hours per week-5 , Duration of internship: 6 months (could be more or less)
Jun 04, 2019
Internship (paid)
Business Internship at Namey Financial Group, Inc :
NAMEY FINANCIAL GROUP is a wealth management firm built on trust and long-term client relationships. We specialize in a holistic approach to retirement, estate and tax reduction planning.
Job Description-
Client-related duties /Administrative duties summary but not limited to: • Manage client data system-(Scanning Documents into the Cloud based CRM, Update Client data in CRM) • Assist advisors with filing paperwork • File old e-mails into outlook files • Assist in preparing marketing materials and information packets for 401(k) Clients and prospective Clients.
The hourly pay rate - $10.00 , Hours per week-5 , Duration of internship: 6 months (could be more or less)
