top of page
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.

​

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

​

​

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.

bottom of page