About this opportunity
Magellan Financial & Insurance Services, Inc. lists this Executive Administrative Assistant Needed Immediately opportunity in dupage county, il, Illinois. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Executive Assistant / Client Service Operations Manager My Guardian Estate | Oak Brook, IL | Full-Time | In-Office
My Guardian Estate is an estate planning firm based in Oak Brook, Illinois, helping families organize their legacy, protect their loved ones, and navigate the estate closing process through its Assist Program. My Guardian Estate is seeking a highly organized and proactive Executive Assistant / Client Service Operations Manager to support the CEO and help oversee daily client service, advisor support, scheduling, and internal operations.
Monitor client service requests and applications, and ensure timely, professional 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
Comfortable communicating with clients by phone, email, and in person
CRM experience preferred; Salesforce experience a major plus
Estate planning, financial services, insurance, investment, or retirement planning experience preferred
At My Guardian Estate, we help families find clarity during some of life’s most important moments. If you want a role where your organization and follow-through make a real difference for clients, apply today and let’s start the conversation.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.