Administrative Assistant

Administrative Assistant

SGL Financial | Financial Advisory Services
Full-Time | Monday-Friday | Buffalo Grove, IL

Compensation: $55,000 - $60,000 annually 

Who We Are

SGL Financial is an established wealth management and financial planning firm serving the Buffalo Grove and greater Chicago area for more than 22 years. We oversee approximately $850 million in assets and proudly serve more than 850 families through comprehensive wealth management, retirement planning, investment management, and insurance planning services.

Our mission and core beliefs guide everything we do:

• Our clients' financial security and peace of mind are always our #1 priority.
• Exceptional service, responsiveness, and attentiveness are non-negotiable.
• A passion for financial planning and helping others is at the heart of everything we do.
• Relationships matter most. Our clients become part of our extended family.

We provide a stable, growing organization with strong leadership, proven systems, advanced technology, and a collaborative team environment that allows our team members to do their best work every day.

Position Overview

SGL Financial is seeking a highly organized, proactive, and detail-oriented Administrative Assistant to support our Financial Advisors and help keep daily operations running smoothly.

This role is responsible for coordinating meetings, preparing client materials, maintaining CRM records, tracking follow-up activities, and ensuring important administrative details are handled accurately and on time.

The ideal candidate thrives in a fast-paced environment, takes ownership of their responsibilities, and enjoys creating order from moving pieces.

Key Responsibilities

• Coordinate meeting scheduling, confirmations, reminders, and rescheduling
• Prepare client and prospect materials for meetings and follow-up
• Maintain accurate records and activity notes within the firm's CRM system
• Track outstanding tasks, deadlines, and action items
• Follow up with clients and prospects regarding needed information and documentation
• Assist Advisors with meeting preparation and administrative workflows
• Monitor incoming emails, voicemails, and other communications
• Identify missing information, upcoming deadlines, and potential issues before they become problems
• Help deliver a professional and seamless client experience

What We're Looking For

• Highly organized with exceptional attention to detail
• Strong communication and customer service skills
• Ability to manage multiple priorities and deadlines
• Self-motivated and proactive
• Strong follow-through and accountability
• Comfortable learning and utilizing new technology and software
• Professional, dependable, and team-oriented
• Experience in administrative support, customer service, financial services, or a related field is preferred but not required

The Perks

Compensation & Growth

• Competitive salary and team-based bonus opportunities
• Clear career growth and advancement opportunities
• Ongoing training, mentorship, and professional development
• Company-sponsored certification opportunities
• Supportive, family-oriented culture that values employee development

Work-Life Balance & Flexibility

• 20 days of PTO annually
• Paid holidays, including federal holidays and stock market closure days
• Paid lunch hour
• Early release Friday afternoons once priorities are completed
• Family Flex Work-From-Home Program providing two (2) remote workdays per month for personal and family needs
  

Health & Financial Benefits

• Medical, dental, and vision insurance
• Company contributes toward employee health insurance premiums
• 401(k) plan with company match eligibility after six months of employment
• Spouse and dependent coverage options available

Office Perks

• Complimentary snacks and beverages
• Starbucks coffee machine
• Monthly team lunches and company-sponsored events
• Positive, collaborative, and welcoming work environment

Benefits

• 401(k)
• 401(k) Match
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off
• Paid Holidays
• Professional Development Opportunities

If you enjoy staying organized, solving problems, learning new systems, and taking pride in keeping important details from falling through the cracks, we'd love to hear from you. Join SGL Financial and become part of a team dedicated to helping clients make confident financial decisions.