Office Operations Coordinator

Who We Are SGL Financial is an established wealth management and financial planning firm serving the Buffalo Grove and Chicago area for more than 22 years. We oversee approximately $650 million in assets and proudly serve more than 850 families through our comprehensive wealth management, retirement planning, investment management, and insurance planning services. Our mission and core beliefs guide everything we do: Our clients' financial security and peace of mind are always our #1 focus Exceptional service, responsiveness, and attentiveness are non-negotiable A passion for financial planning and helping others is at the heart of everything we do Relationships matter most. Our clients become part of our extended family We provide a stable, growing organization with proven systems, strong leadership, advanced technology, marketing support, and a collaborative team environment that allows advisors to focus on what they do best: helping clients make confident financial decisions. Position Overview: This is a hands‑on role focused first and foremost on office management and day-to-day business operations, with additional responsibility for coordinating the firm's technology needs and supporting certain compliance functions. This person will play an important role in keeping our office organized, functional, and running smoothly. You'll coordinate vendors, facilities, supplies and equipment, employee workspaces, operational projects, and internal processes while serving as a go‑to resource when something needs attention or follow‑through. You'll also provide first‑line support for common technology issues and help coordinate IT and compliance‑related needs with the appropriate internal or outside resources. We're looking for someone who is highly organized, resourceful, comfortable with technology, and naturally takes ownership. If something isn't working, needs to be ordered, followed up on, documented, coordinated, or simply figured out, this is often the person who will help make it happen. What You’ll Do: Office Management & Day-to-Day Operations A significant part of this role is making sure the physical office and everyday operational needs of the firm are well managed. Oversee the day-to-day organization and functionality of the office. Monitor office, kitchen #J-18808-Ljbffr SGL Financial, LLC