About this opportunity
SGL Financial, LLC lists this Administrative Assistants-Temp-Legal opportunity in springfield, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Administrative Assistant
SGL Financial | Financial Advisory Services
Full-Time | Monday-Friday | Buffalo Grove, IL
SGL Financial is an established wealth management and financial planning firm serving the Buffalo Grove and greater Chicago area for more than 22 years. We oversee approximately $850 million in assets and proudly serve more than 850 families through comprehensive wealth management, retirement planning, investment management, and insurance planning services.
Our clients financial security and peace of mind are always our #1 priority.
Exceptional service, responsiveness, and attentiveness are non-negotiable.
A passion for financial planning and helping others is at the heart of everything we do.
We provide a stable, growing organization with strong leadership, proven systems, advanced technology, and a collaborative team environment that allows our team members to do their best work every day.
SGL Financial is seeking a highly organized, proactive, and detail-oriented Administrative Assistant to support our Financial Advisors and help keep daily operations running smoothly.
This role is responsible for coordinating meetings, preparing client materials, maintaining CRM records, tracking follow-up activities, and ensuring important administrative details are handled accurately and on time.
Prepare client and prospect materials for meetings and follow-up
Maintain accurate records and activity notes within the firms CRM system
Assist Advisors with meeting preparation and administrative workflows
Help deliver a professional and seamless client experience
Strong communication and customer service skills
Comfortable learning and utilizing new technology and software
Experience in administrative support, customer service, financial services, or a related field is preferred but not required
Competitive salary and team-based bonus opportunities
Clear career growth and advancement opportunities
Ongoing training, mentorship, and professional development
Paid holidays, including federal holidays and stock market closure days
Family Flex Work-From-Home Program providing two (2) remote workdays per month for personal and family needs
Health & Financial Benefits
Medical, dental, and vision insurance
Company contributes toward employee health insurance premiums
Office Perks
Complimentary snacks and beverages
Starbucks coffee machine
Medical Insurance
Dental Insurance
Paid Holidays
Join SGL Financial and become part of a team dedicated to helping clients make confident financial decisions.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.