About Danielle Claggett

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So far Danielle Claggett has created 3 blog entries.

Associate Adviser-Client Services

2019-09-11T15:24:14+00:00 September 11th, 2019|

Chicago, IL The Associate Adviser will work with two or possibly three of the Vice Presidents of Client Services to provide professional services to their clients. The ideal candidate will have at least three years of relevant experience in financial planning or estate planning, and direct client service. The individual must learn quickly and be flexible. All employees are expected to demonstrate unquestioned integrity and discretion at all times.. A bachelor’s degree is required, preferably in a business discipline unless previous work experience compensates for a general degree. JD, CPA, or CFP certification is a plus   Apply on LinkedIn

Administrative Assistant

2019-09-09T17:04:02+00:00 September 9th, 2019|

Chicago, IL The Administrative Assistant will support our sophisticated and talented entrepreneurial boutique team. The ideal candidate will be detail-oriented, flexible and comfortable working in a team environment. Great interpersonal skills and ability to work in a fast-paced entrepreneurial culture is valued. Your positive attitude, ability to think independently and react intelligently while multi-tasking with a very collaborative team will be valued highly in our successful, stable organization.   Apply on LinkedIn

Executive Assistant

2019-09-09T17:01:38+00:00 September 9th, 2019|

Chicago, IL The Executive Assistant will report to and support the administrative needs of the Executive Team including the CEO and Executive Director.  They will be responsible for general office administration and management of the Administrative Assistant. The ideal candidate will have excellent communication and interpersonal skills as well as maintaining Executive calendars. Apply on LinkedIn