About this opportunity
Magellan Financial & Insurance Services, Inc. lists this Executive Assistant opportunity in dupage county, 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. The firm delivers a high-touch client experience from the first consultation through long-term service, and during the moments when families need support most. 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.
This is a key role for someone who thrives in a fast-moving, detail-oriented environment and takes pride in keeping people, priorities, and client needs moving smoothly.
Compensation:
$100,000 Base Salary
Responsibilities
Manage and protect the CEO’s calendar, appointments, and daily schedule
Prepare the CEO for client meetings, including files, notes, planning items, and follow-ups
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
Qualifications
Strong calendar management and organizational skills
Excellent written and verbal communication
High attention to detail and follow-through
Ability to manage multiple priorities in a fast-paced environment
Comfortable communicating with clients by phone, email, and in person
Confident working across teams and holding others accountable
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.