Ramirez & Rains

We are a boutique independent financial planning firm that specializes in tailoring our client`s financial plan with an eternal perspective. Our focus is to serve our clients and to build authentic relationships with them. We are called to provide counsel to our clients concerning biblical stewardship principles found throughout the Bible so that it can be integrated into their lives.

Our ideal clients include those that:

Are seeking to glorify God by creating financial plans that look to honor Him
Are seeking ways to integrate `social` and `faith` responsibilities into their goals and investments
Are seeking to live a more purposeful and generous life
Are seeking a long-term professional relationship

Ramirez & Rains is a marketing name for securities, insurance and investment advisory services offered through Woodbury Financial Services, Inc., Member FINRA/SIPC.

Nov 08, 2021
Part time
Ramirez & Rains Downtown Chicago Loop
Position Overview We are currently seeking a Part-time Administrative Assistant to work approximately 20-30 hours per week in our downtown office, who has experience working in a professional environment, and is highly organized and detail orientated. Requirements for this position include experience with Microsoft Office as well as excellent communication and interpersonal skills. The position covers a wide range of responsibilities including, but not limited to: • Supports financial advisors through:      o Managing tasks, projects, and communication      o Scheduling meetings with clients and financial advisor       o  Responding to client inquiries and keeping clients up-to-date on pending processes • Coordinates with the companies and broker-dealer we work with through:      o Tracking and following up on paperwork and on-going processes with clients      o Understanding different company’s procedures, paperwork requirements, and online platforms      o Maintaining the...