Wealth Management Assistant: Client Services & Ops

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

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.