Administrative Assistant

Administrative & Operations Assistant

JELLER Wealth Management | Chicago, IL | Full-Time | In-Office

JELLER Wealth Management is an independent wealth advisory firm serving individuals, families, and business owners across the United States. We are seeking an Administrative & Operations Assistant to support leadership and help maintain a structured, efficient, and relationship-focused office environment. This is a high-trust, in-office role ideal for a career administrative professional who values organization, consistency, and operational excellence.

Responsibilities

• Manage client communication with professionalism and warmth

• Coordinate executive calendars and scheduling logistics

• Maintain documentation and compliance standards

• Support internal workflow and operational consistency

• Assist with client service follow-up and administrative coordination

• Help ensure office systems run smoothly and efficiently

Qualifications

• Experience in administrative or executive support

• Strong organizational and multitasking abilities

• High attention to detail and discretion

• Professional written and verbal communication skills

• Comfort maintaining structure and improving processes

• Preference for a stable, long-term administrative path

Experience in financial services is a plus, but not required.

About the Role

This position offers direct exposure to firm leadership and meaningful responsibility within a growing independent practice. While we are not structured like a large institution, we value professionalism, accountability, and operational strength. Compensation reflects our stage of development and is competitive within that context. This role is best suited for someone who is motivated by stability, responsibility, and contributing to a well-run office environment.

This is a full-time, in-office position located in Chicago (not remote or hybrid).