What are the responsibilities and job description for the Administrative Assistant position at Magellan Financial?
About Us
At My Guardian Estate, we’re not your typical financial firm. We’re an independent Registered Investment Advisory (RIA) firm based in Romeoville, IL, and we’re growing FAST thanks to our nationwide digital marketing, and live events.
About the Role
We’re looking for a highly organized, people-loving, Administrative Assistant to join our onsite team and help us deliver an outstanding client experience.
You’ll be the welcoming face of our firm and the operational anchor behind the scenes. This is an ideal fit for someone who thrives in fast-paced environments, enjoys helping others, and is excited about the opportunity to grow with a purpose-driven company.
If you love building relationships, staying organized, and working on a team that actually cares—you’ll love it here.
Compensation: $42,000 - $45,000 base salary w/ Monday thru Thursday work schedule
Key Responsibilities
- Greet clients warmly and make them feel like family
- Manage office calendars and coordinate appointments
- Keep communication flowing—phone, email, and in-person
- Confirmation for seminars
- Support advisors and leadership with meeting prep
- Assist with live event coordination and follow-up
- Maintain a clean, efficient, and friendly office environment
What We’re Looking For
- 2 years of administrative or office coordination experience
- Strong communication skills—professional, friendly, and clear
- Detail-oriented, organized, and proactive by nature
- Comfortable with basic tech tools (email, calendars, MS Office, etc.)
- Experience in a client-facing role is a huge plus
- Financial or retirement planning background is a bonus (not required)
- Coachable, motivated, dependable, and excited to grow
Why Join Us?
- Meaningful work that directly helps people retire confidently
- A fun, mission-driven environment where your work matters
- No cold calling or client prospecting—our marketing does the heavy lifting
- Real opportunity to grow personally and professionally
- A rock-solid leadership team and a brand that’s respected and growing
If you’re someone who thrives on bringing order to chaos, cares about people, and wants to grow with a company on the rise—apply now. This could be the beginning of your next big chapter.
My Guardian Estate is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. This role requires onsite presence in Romeoville, IL and is not accepting remote applicants.
Job Type: Full-time
Pay: $42,000.00 - $45,000.00 per year
Benefits:
- 401(k)
- Flexible schedule
- Life insurance
- Paid time off
Schedule:
- 8 hour shift
Ability to Commute:
- Romeoville, IL 60446 (Required)
Work Location: In person
Salary : $42,000 - $45,000
