Executive Assistant

Executive Assistant (Wealth Management) – Illinois Region

Manager

• RP, Illinois Region

Supports

• Managing Director (Hinsdale)
• Market Manager (Naperville)

In-office Expectations

• Hinsdale: 3 days per week
• Naperville: 1 day per week
• 503 N Washington St, Floor 2 | Naperville, IL 60563

Essential Skills & Attributes

• Proactive & Organized: Anticipating needs, prioritizing tasks, and working independently
• Strong Communication: Excellent written and verbal skills for interacting with clients and staff
• Adaptability: Thriving in a fast-paced environment with tight deadlines
• Tech Savvy: Comfortable with Excel, Powerpoint, Salesforce, MS Outlook, Workday, etc.

Core Responsibilities

• Calendar Management (coordinate meetings, calls, and appointments for both managers)
• Travel Coordination (arrange travel and prepare itineraries, as appropriate)
• Expense Management (process expense reports, as appropriate)

Communication & Liaison

• Manage email correspondence and prioritize urgent matters.
• Serve as point of contact between executives, internal teams, and external clients.

Meeting & Event Support

• Prepare agendas, presentations, and meeting materials
• Coordination with One Client Events and Meetings
• Follow up on events, track RSVPs, and keep teams and managers up to date
• Assist with logistics for client events and leadership meetings

Operational & Project Support

• Assistance with IT systems
• Sales reporting
• Support special projects as requested
• Some ‘Office Management’ responsibilities (supplies, help with access keys, etc.)