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:

• 5+ years of professional experience

• Friendly, cheerful and professional demeanor

• Ability to create a welcoming, comfortable, and cozy professional space

• Skilled user of Microsoft Office applications: Outlook, Word, and Excel

• Strong attention to detail and follow-through

• Excellent communication skills

• Ability to coordinate multiple priorities and manage yourself and your time

• Complying with a background check

 

Preferred Qualifications:

• Bachelor’s degree

• Experience with, Box, Wealthbox, and Hubly

• Experience with client service and office management

• 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.