Executive Assistant & Client Operations Lead

Magellan Financial & Insurance Services, Inc.; Illinois; On-site; USD 65,000 - 90,000; Full time

Job summary

My Guardian Estate in Oak Brook, Illinois seeks an Executive Assistant / Client Service Operations Manager to support the CEO and oversee daily client service, advisor support, scheduling, and internal operations.

This fast-moving role requires strong calendar management, attention to detail, and ability to coordinate across teams. Experience in estate planning or financial services is preferred.

Qualifications

• Proven calendar and schedule management experience.
• Strong attention to detail and follow-through.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent communication with clients by phone, email, and in person.
• Collaborate across teams and hold others accountable.
• Estate planning, financial services, insurance, investment, or retirement planning experience preferred.

Responsibilities

• Manage and protect the CEO’s calendar, appointments, and daily schedule
• Prepare the CEO for client meetings, including files, notes, planning items, and follow-ups
• Monitor client service requests and applications, and ensure timely, professional follow-through
• Manage a team of administrative staff
• Use Salesforce and firm systems to manage tasks, notes, client activity, and appointments
• Help improve internal processes, checklists, SOPs, and workflows

Skills

Calendar management

Attention to detail

Multitasking

Client communication

Cross-team collaboration

Estate planning experience

Tools

Salesforce

Job description

My Guardian Estate in Oak Brook, Illinois seeks an Executive Assistant / Client Service Operations Manager to support the CEO and oversee daily client service, advisor support, scheduling, and internal operations.

This fast-moving role requires strong calendar management, attention to detail, and ability to coordinate across teams. Experience in estate planning or financial services is preferred.