Client Service Assistant​/Executive Assistant

Company Description

Wisdom Investments Inc., an Illinois Registered Investment Advisor, has been serving the Chicagoland area since 1999 with comprehensive financial planning and investment services. As fiduciaries, the company is dedicated to putting clients’ interests first, offering expertise in Retirement Planning, Investment Planning, College Planning, Estate Planning, Insurance Planning, and Tax Planning. Privately owned and independent, Wisdom Investments builds long-term relationships to help individuals and families achieve their financial goals.

The firm is committed to providing personalized and ethical financial guidance.

This part-time hybrid role of Client Service Assistant/Executive Assistant is based in Hoffman Estates, IL, with flexibility for some remote work. Responsibilities include providing high-quality client service, managing client communications, scheduling, and maintaining client records. The Assistant will also handle administrative tasks, support financial planning processes, and ensure an exceptional client experience by responding promptly to inquiries and assisting with client onboarding and follow-ups.

• Strong Client Services and Customer Service skills, with a focus on maintaining client satisfaction
• Effective Communication skills for both written and verbal interactions
• Understanding of finance, with knowledge of financial planning concepts being a plus
• Excellent organizational and time management skills
• Attention to detail and ability to maintain confidentiality
• Proficiency in relevant software programs and tools (e.g., Microsoft Office Suite)
• Prior experience in a financial services setting is an advantage
• Associate's or Bachelor’s degree in business, finance, or a related field is preferred