Executive Assistant

Mack & Associates, Ltd.; Northbrook (IL); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k)

Disability insurance

Life insurance

Vision insurance

Dental coverage

Paid time off

Job summary

Mack & Associates, Ltd. in Northbrook, IL seeks an Executive Assistant to support a Private Wealth Advisor. This in-person role offers a salary of $60,000-$70,000, with a comprehensive benefits package and a focus on client experience.

You will manage calendars, support CRM usage, assist with marketing and research initiatives, and help ensure efficient advisory operations.

Qualifications

• 3+ years of experience in a professional office setting.
• Bachelor’s degree is not required.
• Excellent technology skills to produce polished marketing deliverables.
• Strong attention to detail with high accuracy.
• Proactive and able to anticipate the needs of the Private Wealth Advisor.
• Excellent oral and written communication skills.
• Strong time management and the ability to manage multiple priorities.
• Proficient with Microsoft Word, Excel and Outlook.
• Client-focused approach for a wealth management environment.

Responsibilities

• Oversee the Private Wealth Advisor’s daily schedule, including calendar management and meeting coordination.
• Maintain the CRM accuracy by documenting client interactions and summarizing meetings.
• Prepare reports detailing outstanding tasks and follow-up activity.
• Monitor the sales pipeline for accurate opportunity values and next steps.
• Support marketing concepts and ensure compliance review for materials.
• Assist with researching clients to identify opportunities and insights.
• Assemble presentations and materials for client meetings.
• Handle administrative and operational duties to support the team.

Skills

Office experience

Technology skills

Attention to detail

Proactive mindset

Oral and written communication

Time management

Organizational skills

Education

Bachelor’s degree not required

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

A respected wealth management company in Northbrook is seeking an Executive Assistant to support a Private Wealth Advisor. This In-person position offers a competitive salary of $60,000-$70,000, depending on experience, and is an exciting opportunity for a highly organized, proactive professional who enjoys supporting a senior leader and playing an important role in the client experience. This individual will work closely with the Private Wealth Advisor to manage day-to-day administrative responsibilities, maintain the CRM, support client communications, assist with marketing and research initiatives, and help ensure the advisory practice operates efficiently. This position offers a comprehensive benefits package, including health insurance, 401(k), disability, life, vision, and dental coverage, and paid time off.

Responsibilities of the Executive Assistant:

• Oversee the Private Wealth Advisor’s daily schedule, including calendar management, meeting coordination, and inbox organization.
• Ensure the CRM remains accurate and up to date by documenting client interactions, recording meeting takeaways, assigning follow-up tasks, using AI tools to summarize important client insights, and supporting client segmentation efforts.
• Compile and prepare reports detailing outstanding tasks, client calls, and follow-up activity.
• Monitor and update the sales pipeline to ensure opportunity values, anticipated closing dates, and next steps are accurately reflected.
• Monitor team performance, activity levels, and sales outcomes to help maintain accountability and visibility.
• Use AI tools to develop engaging marketing concepts and materials, ensuring all content is submitted for the appropriate compliance review.
• Research current and prospective individual and business clients to identify relevant information, opportunities, and insights that support the advisory practice.
• Assist with assembling presentations, documents, and other materials needed for client meetings, while providing coverage when additional support is required.
• Handle a variety of administrative, organizational, and operational duties to support the Private Wealth Advisor and contribute to the overall effectiveness of the team.

Qualifications of the Executive Assistant:

• 3+ years of experience in a professional office setting.
• A Bachelor’s degree is not required.
• Excellent technology skills with the ability to produce polished marketing deliverables.
• Strong attention to detail with the ability to work with a high degree of accuracy.
• Critical thinking skills and an understanding of intent.
• Proactive and able to anticipate the needs of the Private Wealth Advisor.
• Excellent oral and written communication skills.
• Strong time management skills with the ability to determine priorities and meet deadlines.Excellent organizational skills and the ability to handle multiple projects at once.
• Confident, courteous, and persistent when engaging with clients and colleagues, within and outside the business.
• Proficiency with Microsoft Word, Excel and Outlook.
• Professional, proactive, and client-focused approach with the ability to work effectively in a wealth management environment.