Executive Assistant

Executive Assistant

Office locations: Downers Grove & Naperville

Are you a proactive, tech-savvy professional looking to make an impact in the financial services industry? Join us as an Executive Assistant and bring your organizational skills, creativity, and drive to a dynamic team focused on helping clients achieve their financial goals.

Why You’ll Love This Role:

• Work/Life Balance: This is a full-time, in-person role where we prioritize maintaining a healthy balance between work and life. Team is flexible and will have optional 1-day WFH after training.
• Meaningful Work with Strong Values: Our firm is built on perseverance, a growth mindset, faith in our team, and a “firm-first” mentality. If you’re someone who thrives in a culture where teamwork and trust lead to shared success, you’ll feel right at home.
• Career Growth & Development: We believe in investing in our team. You’ll gain valuable industry knowledge, have access to professional development opportunities, and can expand your skills in a supportive environment.

What You’ll Do:

Organize & Optimize:

• Manage advisor calendars, prioritize scheduling, and ensure no detail is missed.
• Take the lead on inbox management, responding to key communications and keeping everything streamlined.
• Prepare materials and handle logistics for client meetings, ensuring a polished and professional experience.

Tech & Systems Savvy:

• Use our CRM to maintain accurate client records and develop strategies for personalized outreach.
• Handle data tracking, license renewals, and light bookkeeping (QuickBooks) to keep operations smooth.

Client-Centric Approach:

• Be the friendly and knowledgeable first point of contact for clients, setting the tone for our relationship.
• Organize personalized client communications, including birthday cards and milestone celebrations.
• Support advisor-client interactions by scheduling follow-up appointments and gathering necessary information.

What We’re Looking For:

• 5+ years of executive support experience, ideally in financial services or a related field.
• A proactive mindset with a knack for solving problems and anticipating needs.
• Strong tech skills—comfortable navigating CRMs, Microsoft Office, and virtual platforms like Zoom.
• Excellent communication skills, with the ability to adapt to different client personalities.
• Ability to work efficiently across two office locations and maintain high productivity
• A positive, team-oriented attitude with a desire to continuously learn and grow.

Perks & Benefits:

• Work/life balance that supports personal and professional well-being
• Opportunities for professional growth and career advancement
• Supportive and collaborative team environment, rooted in our core values of perseverance, growth mindset, faith, and a firm-first approach
• Access to industry training and development resources