Executive Assistant

Job Description

A respected wealth management company in Northbrook is seeking an Executive Assistant to support a Private Wealth Advisor. This In-person position offers a competitive salary of $60,000-$70,000, depending on experience, and is an exciting opportunity for a highly organized, proactive professional who enjoys supporting a senior leader and playing an important role in the client experience. This individual will work closely with the Private Wealth Advisor to manage day-to-day administrative responsibilities, maintain the CRM, support client communications, assist with marketing and research initiatives, and help ensure the advisory practice operates efficiently. This position offers a comprehensive benefits package, including health insurance, 401(k), disability, life, vision, and dental coverage, and paid time off.

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Responsibilities of the Executive Assistant:

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• Oversee the Private Wealth Advisor’s daily schedule, including calendar management, meeting coordination, and inbox organization.
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• Ensure the CRM remains accurate and up to date by documenting client interactions, recording meeting takeaways, assigning follow-up tasks, using AI tools to summarize important client insights, and supporting client segmentation efforts.
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• Compile and prepare reports detailing outstanding tasks, client calls, and follow-up activity.
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• Monitor and update the sales pipeline to ensure opportunity values, anticipated closing dates, and next steps are accurately reflected.
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• Monitor team performance, activity levels, and sales outcomes to help maintain accountability and visibility.
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• Use AI tools to develop engaging marketing concepts and materials, ensuring all content is submitted for the appropriate compliance review.
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• Research current and prospective individual and business clients to identify relevant information, opportunities, and insights that support the advisory practice.
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• Assist with assembling presentations, documents, and other materials needed for client meetings, while providing coverage when additional support is required.
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• Handle a variety of administrative, organizational, and operational duties to support the Private Wealth Advisor and contribute to the overall effectiveness of the team.
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Qualifications of the Executive Assistant:

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• 3+ years of experience in a professional office setting.
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• A Bachelor’s degree is not required.
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• Excellent technology skills with the ability to produce polished marketing deliverables.
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• Strong attention to detail with the ability to work with a high degree of accuracy.
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• Critical thinking skills and an understanding of intent.
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• Proactive and able to anticipate the needs of the Private Wealth Advisor.
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• Excellent oral and written communication skills.
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• Strong time management skills with the ability to determine priorities and meet deadlines.
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• Excellent organizational skills and the ability to handle multiple projects at once.
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• Confident, courteous, and persistent when engaging with clients and colleagues, within and outside the business.
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• Proficiency with Microsoft Word, Excel and Outlook.
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• Professional, proactive, and client-focused approach with the ability to work effectively in a wealth management environment.
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P - 6

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