Office Administrator

Magellan Financial & Insurance Services, Inc.; Romeoville (IL); On-site; USD 40,000 - 55,000; Full time

Job summary

Join a growing independent financial firm as an Office Administrator in Romeoville, IL. You'll provide top-notch client service, manage schedules, and support our team, all while growing within a dynamic, mission-driven company. If you're organized, people-oriented, and ready to build relationships, we want to hear from you!

Benefits

Meaningful work supporting client retirement

Fun, mission-driven environment

No cold calling or client prospecting

Real opportunity for personal and professional growth

Qualifications

• 2+ years of administrative or office coordination experience.
• Experience in a client-facing role is a huge plus.
• Financial or retirement planning background is a bonus.

Responsibilities

• Greet clients warmly and manage office calendars.
• Keep communication flowing via phone, email, and in-person.
• Support advisors with meeting prep and event coordination.

Skills

Strong communication skills

Detail-oriented

Organizational skills

Proactive

Tools

MS Office

Job description

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Magellan Financial & Insurance Services, Inc.

Acquisitions at Magellan Financial & Insurance Services, Inc

About Us

At My Guardian Estate, we’re not your typical financial firm. We’re an independent Registered Investment Advisory (RIA) firm based in Romeoville, IL, and we’re growing FAST thanks to our nationwide digital marketing, and live events.

About the Role

We’re looking for a highly organized, people-loving Office Administrator to join our onsite team and help us deliver an outstanding client experience.

You’ll be the welcoming face of our firm and the operational anchor behind the scenes. This is an ideal fit for someone who thrives in fast-paced environments, enjoys helping others, and is excited about the opportunity to grow with a purpose-driven company.

If you love building relationships, staying organized, and working on a team that actually cares—you’ll love it here.

Key Responsibilities

• Greet clients warmly and make them feel like family
• Manage office calendars and coordinate appointments
• Keep communication flowing—phone, email, and in-person
• Confirmation for seminars
• Support advisors and leadership with meeting prep
• Assist with live event coordination and follow-up
• Maintain a clean, efficient, and friendly office environment

What We’re Looking For

• 2+ years of administrative or office coordination experience
• Strong communication skills—professional, friendly, and clear
• Detail-oriented, organized, and proactive by nature
• Comfortable with basic tech tools (email, calendars, MS Office, etc.)
• Experience in a client-facing role is a huge plus
• Financial or retirement planning background is a bonus
• Coachable, motivated, dependable, and excited to grow

Why Join Us?

• Meaningful work that directly helps people retire confidently
• A fun, mission-driven environment where your work matters
• No cold calling or client prospecting—our marketing does the heavy lifting
• Real opportunity to grow personally and professionally
• A rock-solid leadership team and a brand that’s respected and growing

If you’re someone who thrives on bringing order to chaos, cares about people, and wants to grow with a company on the rise—apply now. This could be the beginning of your next big chapter.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Business Development

• Industries

  Financial Services, Investment Advice, and Insurance

Referrals increase your chances of interviewing at Magellan Financial & Insurance Services, Inc. by 2x

Get notified about new Office Administrator jobs in Romeoville, IL.

Downers Grove, IL $23.00-$25.00 5 days ago

Westmont, IL $40,000.00-$55,000.00 1 year ago

Bolingbrook, IL $57,300.00-$90,000.00 6 hours ago

Ancillary Receptionist- Part Time- Naperville

Entry-Level Executive Administrative Assistant

Orland Park, IL $65,000.00-$75,000.00 1 week ago

Cicero, IL $85,000.00-$94,000.00 5 days ago

Administrative Assistant - Sales and Settlement

Oakbrook Terrace, IL $39,894.40-$50,606.40 1 week ago

Bartlett, IL $45,000.00-$55,000.00 2 years ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.