Executive Assistant
$100kMagellan Financial & Insurance Services, Inc.
Executive Assistant / Client Service Operations Manager
My Guardian Estate | Oak Brook, IL | Full-Time | In-Office
My Guardian Estate is an estate planning firm based in Oak Brook, Illinois, helping families organize their legacy, protect their loved ones, and navigate the estate closing process through its Assist Program. The firm delivers a high-touch client experience from the first consultation through long-term service, and during the moments when families need support most. My Guardian Estate is seeking a highly organized and proactive Executive Assistant / Client Service Operations Manager to support the CEO and help oversee daily client service, advisor support, scheduling, and internal operations.
This is a key role for someone who thrives in a fast-moving, detail-oriented environment and takes pride in keeping people, priorities, and client needs moving smoothly.
Compensation: $100,000 Base Salary
Responsibilities
- Manage and protect the CEO’s calendar, appointments, and daily schedule
- Prepare the CEO for client meetings, including files, notes, planning items, and follow-ups
- Monitor client service requests and applications, and ensure timely, professional follow-through
- Manage a team of administrative staff
- Use Salesforce and firm systems to manage tasks, notes, client activity, and appointments
- Help improve internal processes, checklists, SOPs, and workflows
Qualifications
- Strong calendar management and organizational skills
- Excellent written and verbal communication
- High attention to detail and follow-through
- Ability to manage multiple priorities in a fast-paced environment
- Comfortable communicating with clients by phone, email, and in person
- Confident working across teams and holding others accountable
- CRM experience preferred; Salesforce experience a major plus
- Estate planning, financial services, insurance, investment, or retirement planning experience preferred
At My Guardian Estate, we help families find clarity during some of life’s most important moments. If you want a role where your organization and follow-through make a real difference for clients, apply today and let’s start the conversation.
Vacancy posted 5 hours ago
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