Administrative Assistant​/Bookkeeper

Full-Time | $60,000/year | In-Office | Wheaton, IL

Strategic Navigators Inc. (SNI) is a nationwide family office services firm specializing in assisting business owners, high-income earners, and high-net-worth individuals. Our expertise in tax planning, accounting, estate planning, financial coaching, and corporate structure is enhanced by how we harmonize these offerings for the benefit of our clientele. Our work has been featured in Forbes, NBC, FOX, ABC, and beyond. We hold ourselves to the same high standards in everything we do — including who we bring onto our team.

We are a small, close-knit office looking for a sharp, trustworthy, and detail-obsessed Administrative Assistant/Bookkeeper to join our team. This is a hands‑on role where no two days are exactly alike — you'll wear multiple hats, work independently, and take genuine ownership of your responsibilities. If you thrive in a small-office environment, take pride in accuracy, and enjoy figuring things out, we want to hear from you.

• Manage day-to-day bookkeeping including accounts payable (AP) and accounts receivable (AR)
• Process and track commissions accurately and on schedule
• Maintain organized financial records
• Handle general administrative duties: correspondence, scheduling, filing, and office coordination
• Work within Quick Books and other web-based platforms to manage data and reporting
• Support the team with CRM data entry and maintenance (Wealthbox a plus)
• Identify and resolve discrepancies with a proactive, problem‑solving approach
• Manage multiple priorities independently while keeping the team informed
• Assist Sales and Leadership team with Conference Preparation/scheduling.

Must-Haves:

• Exceptional attention to detail — this is non-negotiable
• Demonstrated reliability and trustworthiness — we depend on you
• Solid understanding of AP, AR, and commission tracking
• Experience THRIVING in a small office environment
• Comfortable working independently and managing your own time
• Collaborative team player who communicates proactively
• Flexible, figure‑it‑out mindset — you don't wait to be told twice
• Proficient with web-based applications and technology in general

(These aren't deal breakers, but they’ll put you at the top of the list)

• Background in finance, insurance, wealth management, CPA firm or a related financial industry
• Quick Books experience (this is a significant plus)
• Familiarity with Google Suite (Docs, Sheets, Gmail, Drive)
• Experience with Wealthbox CRM

• Hours:
  
  40 hours per week
• Pay: $60,000 per year
• Location:
  
  Primarily in-office (Wheaton, IL); some scheduling flexibility available for the right person

This role is a great fit if you're the kind of person who catches errors before anyone else does, takes ownership without being asked, and genuinely enjoys bringing order to complexity. You'll work closely with a small team that values trust, communication, and doing things right the first time.

This is not a role for someone who needs constant oversight or step‑by‑step instructions. We value self‑starters who ask the right questions, figure things out, and follow through.