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Hybrid Client Services & Executive Assistant — Finance

Job in Hoffman Estates, Cook County, Illinois, 60179, USA
Listing for: Wisdom Investments Inc
Full Time, Part Time position
Listed on 2026-02-21
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Finance Assistant
  • Finance & Banking
    Office Administrator/ Coordinator, Finance Assistant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial planning firm located in Hoffman Estates, IL is looking for a Client Service Assistant/Executive Assistant to provide high-quality client service and manage communications. This part-time hybrid role requires effective organizational skills, attention to detail, and proficiency in Microsoft Office. Candidates with a background in finance are preferred. You will support financial planning processes and ensure a great client experience by responding to inquiries and assisting with onboarding procedures.
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