Position: Executive Assistant (Part-time)
About the Job
The Executive Assistant is focused on superior client service, meticulous administrative support and competent office operations management. The position supports client relationships through a variety of interactions and handles most facets of the day-to-day office operations. This position offers the opportunity to grow with the firm both in terms of your work hours and your responsibilities. This is a 20-30 hours per week position.
About You
You are a positive, self-starting individual who enjoys working in a small, collaborative team environment.
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Required Qualifications:
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5+ years of professional experience
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Friendly, cheerful and professional demeanor
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Ability to create a welcoming, comfortable, and cozy professional space
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Skilled user of Microsoft Office applications: Outlook, Word, and Excel
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Strong attention to detail and follow-through
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Excellent communication skills
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Ability to coordinate multiple priorities and manage yourself and your time
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Complying with a background check
Preferred Qualifications:
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Bachelor’s degree
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Experience with, Box, Wealthbox, and Hubly
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Experience with client service and office management
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Experience with talking to prospective clients
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About Us
We are a small, growing firm that offers comprehensive, fee-only financial planning. Our mission is connecting money and meaning to create fulfilling lives.
We are located in the heart of the Southport Corridor and offer flexible hours, high autonomy, a hybrid work environment, and opportunities for career growth.
Chicago area candidates only, please.
Send your resume in pdf file format to Luke Van de Loo at luke@sullivanmermel.com. Please include a cover letter with a one or two sentence description of your all-time favorite job.