Financial Advisor Assistant

MG Financial Inc.; Illinois; On-site; USD 70,000 - 95,000; Full time

Job summary

MG Financial Inc. in Northbrook, IL is seeking a highly organized financial advisor assistant to serve as the operational backbone of our wealth management team and provide white-glove service to high-net-worth clients.

You will handle client requests, onboarding, account openings, transfers, meeting prep, and CRM management with FINRA/SEC compliance oversight, supporting advisors and maintaining flawless client records.

Qualifications

• Experience delivering high-level client service in wealth management.
• Familiarity with account openings, transfers, wires, and distributions.
• Ability to prepare financial reports and meeting materials.
• Knowledge of FINRA/SEC compliance standards.

Responsibilities

• Serve as the primary contact for day-to-day client requests, scheduling reviews, and onboarding new clients.
• Prepare and process account openings, transfers (ACATs), wires, ACH, and distribution requests.
• Assemble financial reports, review agendas, and presentation materials for advisor-client meetings.
• Maintain client records in CRM (Redtail) and log communications for compliance.
• Manage calendar scheduling, correspondence, and general office workflow.

Skills

Client Service

CRM Management

Account Operations

Meeting Preparation

Administrative Support

Tools

Redtail CRM

Job description

Job Description

We are seeking a highly organized, detail-oriented, and client-focused financial advisor assitant to join our wealth management practice in Northbrook, IL. This role serves as the operational backbone of our firm, delivering exceptional administrative support to our advisory team and providing white-glove service to our high-net-worth clients. Duties to include:

• Client Service & Communication: Serve as the primary point of contact for day-to-day client requests, scheduling reviews, and onboarding new clients.
• Account Operations: Prepare and process account openings, transfer paperwork (ACATs), money movements (wires, ACH, distribution requests), and beneficiary updates.
• Meeting Preparation: Assemble financial reports, review agendas, and presentation materials ahead of advisor-client meetings.
• Compliance & CRM Management: Maintain accurate client records in CRM (Redtail), log communications, and ensure compliance with FINRA/SEC regulations.
• Administrative Support: Manage calendar scheduling, incoming correspondence, and general office workflow.

Company Description

We are proud to be a women-owned business physically located in Northbrook, Illinois. We are licensed to serve clients in several states. If you are ready to partner with a firm that has your best interests at heart and does so with a personal touch, M-G Financial is here for you!