What are the responsibilities and job description for the Office Coordinator position at JMG Financial Group?
JMG Financial Group Ltd. is one of the largest independently owned fee-based wealth management firms in the Chicago area. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025.
JMG is searching for an Office Coordinator for our Downers Grove, Il office. This could be a full-time or part-time opportunity. The Office Coordinator plays a key role in ensuring the smooth day-to-day operations of our office. This position supports administrative functions, coordinates office activities, and serves as the first point of contact for internal staff and external visitors. The ideal candidate is highly organized, detail-oriented, and can work independently. This job is required to be an onsite in our Downers Grove, IL office and is not eligible for remote or hybrid work.
The duties of this role would include, but are not limited to, the following:
- Create a welcoming environment by greeting clients and visitors with professionalism and warmth.
- Manage communications by handling incoming calls and emails, ensuring inquiries are directed promptly and accurately.
- Oversee office inventory by monitoring supplies and placing timely orders to maintain smooth operations.
- Coordinate meetings and logistics, including room scheduling and technology setup for seamless execution.
- Handle mail and shipping services, ensuring efficient distribution and courier arrangements.
- Support HR and Operations with onboarding processes and employee engagement initiatives.
- Assist in planning company events, training sessions, and team-building activities.
- Serve as a liaison with building management and vendors to address maintenance and repair needs.
- Ensure compliance with health, safety, and industry regulations throughout the office.
- Maintain accurate records and manage document filing, scanning, and organization.
- Uphold confidentiality and regulatory standards in alignment with financial industry requirements.
Education: Education may vary; High school diploma or equivalent required
Compensation: Non-Exempt position, eligible for overtime, bonuses and full benefits including health, dental, vision, life, long-term disability and 401(k).
Your resume and cover letter referring to this posting are required to be considered.
JMG is an equal opportunity employer.