Executive Assistant & Client Operations Lead

Magellan Financial & Insurance Services, Inc.

Illinois

On-site

USD 65,000 - 90,000

Full time

9 hours ago

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Job summary

My Guardian Estate, an estate planning firm based in Oak Brook, Illinois, seeks an organized Executive Assistant / Client Service Operations Manager to support the CEO and oversee daily client service, advisor support, scheduling, and internal operations. This role thrives in a fast-moving, detail-oriented environment and focuses on keeping people, priorities, and client needs moving smoothly.

Responsibilities include calendar management, meeting preparation, client service tracking, team

Qualifications

Proven ability to manage CEO calendar and executive schedules.
Experience coordinating client service workflows.
Experience leading administrative staff.
Ability to use Salesforce for client/activity tracking.
Strong communication with clients via phone, email, and in person.
Estate planning or financial services experience preferred.

Responsibilities

Manage CEO calendar, appointments, and daily schedule.
Prepare CEO for client meetings with files, notes, planning items, and follow-ups.
Monitor client service requests and applications with timely 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.