Briar Hall LLC (“Briar Hall”) is a full-service private family office. We provide alternative investment management, trust services and integrated wealth management services to four generations of one of Chicago’s founding families.

Briar Hall is a collaborative setting where employees share knowledge and actively participate in projects and discussions across practice areas. The office offers a dynamic environment with sophisticated technology, numerous complex business structures and many new initiatives that will make this position interesting, challenging and rewarding.

Location

This position is based in our main office in Chicago. We offer a flexible hybrid work environment with a typical week being four days in the office and one day remote.

The Position

The role provides administrative support to the fifteen professionals on the Wealth Advisory Team through a variety of tasks related to organization and communication. This role will interface with family member clients (“clients”), employees and business partners of Briar Hall. The ability to gain a comprehensive understanding of all functions of the office and act with discretion is critical.

Key Responsibilities

Organize and maintain client files both physical and electronic with confidentiality and care

Monitor an email inbox and any incoming mail and route communication to appropriate team members

Manage and schedule in-person and virtual meetings

Make all necessary travel arrangements and itineraries for meetings, conferences, and client visits

Prepare agendas, minutes, and materials as required

Coordinate meeting rooms on and off-site, including oversight for all set-up, clean-up, and meals

Prepare expense reimbursement reports

Assist with greeting guests

Assist with the maintenance and data integrity of the CRM environment

Collaborate and support the Wealth Advisory team on various client matters

Special projects and specific research as assigned

The ideal candidate will be friendly, intellectually curious, detail-oriented, resourceful and able to manage multiple priorities. Effective communication skills and the ability to think multiple steps ahead and anticipate needs will serve well in this role. Service excellence to all internal and external stakeholders must come naturally to this person. All Briar Hall employees are expected to act with integrity and discretion, always.

Desired personal skills and characteristics include:

Exceptional interpersonal and customer service skills

Superior organization and time management skills

Meticulous attention to detail

Fully developed aptitude for technology, especially Outlook, Teams, Zoom, Word, Excel, PowerPoint and SharePoint

Strong interpersonal and communication skills

Minimum of 3 years of administrative experience. A bachelor’s degree is a plus. An aptitude and interest in personal financial planning is desirable.