The Mather Group (TMG) operates as a fee-only, $1 Billion AUM, wealth management firm, specializing in retirement planning for corporate executives and high net worth individuals. The firm was founded in 2001 and became an independent Registered Investment Advisor (RIA) in 2011. TMG was named by Financial Planning Magazine as one of the fastest growing RIAs in the country and was named one of Financial Times top 300 firms in the nation. As they continue to expand their national footprint with offices in multiple states, they seek a Senior Wealth Advisor. As the main point of contact, will actively communicate with clients on a daily basis, providing advice on cash flows/tax planning strategies, estate/insurance issues, identify investment goals/retirement planning needs and implement recommendations with assistance of support staff. In addition, this position will meet with referrals in their territory and effectively close sales with the support of a leading financial planning team.

ABOUT THE MATHER GROUP, LLC

The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind.
TMG is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC). This means we have a fiduciary duty to always act in our clients' best interests. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—we do not incentivize ourselves at our clients’ expense. We aim to minimize cost wherever possible and to provide complete transparency about our fees, which are outlined in our firm’s public disclosure documents.
We educate investors on what the fiduciary responsibility really means, at a time when it is more important than ever.

WE'VE MADE COMPELLING PROGRESS

• $9.9 Billion in assets under management
• 16 offices in and around established markets, including Chicago, IL (headquarters); Atlanta, GA; Austin, TX; Cincinnati, OH; Dallas, TX; Houston, TX; Knoxville, TN; Morristown, NJ; Nashville, TN; Portland, OR; San Francisco, CA; Seattle, WA; Tampa, FL; and Washington, DC.
• 165 staff members and growing
• Named among Crain's Chicago Business Fast 50 (2021, 2022, 2023)
• Named among Barron's Top 100 RIA Firms (2018, 2019, 2020, 2021, 2022, 2023)
• Named among Financial Advisor 50 Fastest-Growing RIAs (2022)
• Named among Financial Planning Top 150 Fee-only RIAs (2018, 2019, 2020, 2021, 2022)
• Named among Pensions & Investments Best Places to Work in Money Management (2021, 2022)

Data above as of June 30, 2023. Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion. Please visit our website at www.themathergroup.com for additional information regarding TMG’s awards and recognition.

about THE POSITION

As an Office Manager/Administrator – Chicago, you will be responsible for:

• Responsible for creating a positive first and last impression through promptly greeting all guests upon their arrival, escorting them to specific destinations, and assisting with any needs while in the office.
• Maintain strict employee and client confidentiality.
• Maintain a courteous and professional attitude and workstation.
• Answer and direct incoming calls, assist with guest/client relations.
• Perform administrative support tasks such as proofreading, copying, filing, scanning materials, creating presentation materials, etc.
• Ensure the office area is properly maintained and organized (cleanliness, fully stocked with supplies, etc.).
• Order office and kitchen supplies for all TMG office locations.
• Manage conference room calendars, set-up for meetings, ensure fully functioning technology and coordinate repair/maintenance as needed.
• Arrange messenger and car service, when necessary.
• Coordinate food/meals for office meetings or gatherings.
• Assist with invoice processing and vendor management for all TMG office locations.
• Provide executive administrative assistance (e.g., travel, calendar coordination, expense reporting), as needed.
• Coordinate employee requests from a marketing perspective (e.g., headshots, bios, announcements, and job postings).
• Assist with ordering of business collateral such as business cards, stationery, etc.
• Ensure all offices are cared for, acting as point person for various needs for the office (e.g., general facilities requests).
• Coordinate company-wide communications & events (e.g., external mailings, webinars, etc.).
• Plan and coordinate the All-Staff Meetings/Company events by developing ideas, scheduling events, outlining agendas, coordinating presenters, and managing technology.
• Collect all incoming mail, sign for packages, sorting and distribution, and prepare outbound mailing, shipping, and courier delivery needs.
• Assist with other office duties and ad-hoc projects as needed.
• Work effectively with the CEO's executive assistant.
• Provide support to the Leadership team related to projects, team management, etc.
• Pre-register guests in the online security portal.
• Assign office key access cards.
• In-person work schedule is required (5-days a week).

CANDIDATE REQUIREMENTS

The ideal candidate will possess the following qualifications and attributes:

• Relevant professional experience in office management/administrator experience is required.
• Wealth management/financial services industry knowledge (or experience) is preferred.
• Ability to obtain a Notary license.
• Self-starter, ability to work autonomously with minimal supervision.
• Problem-solver with strong interpersonal and decision-making skills and follow through.
• Ability to treat confidential information with appropriate discretion.
• Ability to work effectively with others.
• Excellent verbal and written communication skills.
• Strong organizational skills and ability to multitask with attention to detail.
• Time management and ability to meet deadlines.
• High attention to detail and professionalism.
• Proficiency in Microsoft Office Suite required.
• Knowledge of standard office equipment and basic troubleshooting.

TMG is an equal opportunity employer and welcomes candidates from diverse backgrounds.