Administrative Assistant

Company Description Stenger Family Office is an independent fiduciary wealth management firm with offices in Illinois, Texas, and Louisiana, serving clients since 1981. The firm provides comprehensive services including retirement planning, investment management, tax planning and preparation, and estate planning strategies. As a Registered Investment Advisor (RIA), the team follows a strict fiduciary standard, prioritizing client interests in every recommendation. For more than four decades, Stenger Family Office has advised Fortune 500 employees and their families, offering a one-stop shop for wealth management needs supported by in-house CPAs and estate planning attorneys. The Naperville, IL office is located at 400 E. Diehl Road, Suite 550, and serves as a key hub for client service and op

Role Description The Administrative Assistant is a part-time, on-site role based at the Naperville, IL office. This role supports daily office operations by managing phone calls, greeting visitors, scheduling appointments, and maintaining calendars for team members. Responsibilities include organizing and filing documents, preparing and formatting correspondence and reports, and assisting with data entry and basic recordkeeping. The Administrative Assistant will help coordinate meetings, manage office supplies, and support executive and advisory staff with clerical tasks and special projects. The role requires consistent, professional interaction with clients and colleagues in a confidential, detail-oriented environment.

Qualifications

• Candidates should possess strong Administrative Assistance and Executive Administrative Assistance skills to support office operations and team members.
• Candidates should possess professional Phone Etiquette and Communication skills to interact effectively with clients, visitors, and colleagues.
• Candidates should possess solid Clerical Skills, including filing, data entry, document preparation, and basic recordkeeping.
• Ability to maintain confidentiality and handle sensitive client information with care.
• Strong organizational skills, attention to detail, and ability to manage multiple tasks in a fast-paced environment.
• Proficiency with office productivity software (e.g., Microsoft Office or similar tools) and comfort learning new systems.
• Prior experience in a financial services, legal, or professional services environment is beneficial.
• High school diploma or equivalent required; additional education or relevant certifications are a plus.