Wealth Management Assistant

Job Title: Wealth Management Assistant

Location: 1800 Nations Drive, Suite 201, Gurnee, IL 60031

Job Type: Part Time w/ flexible hours

Reports To: Ryan Connelly, Managing Partner

Compensation: Competitive, based on experience

Start Date: May 2025

About the Firm

We are a wealth management firm focused on delivering high-touch, personalized financial guidance to individuals and families through LPL Financial. Our mission is to help clients build and preserve wealth through thoughtful, long-term investment strategies and attentive service. We value professionalism, discretion, and a commitment to excellence in all aspects of client engagement.

As our firm grows, we are seeking a sharp, reliable, and proactive assistant to support daily operations, enhance client interactions, and contribute to the smooth running of the business.

Key Responsibilities

Client Service & Relationship Management

• Coordinate and schedule client meetings, ensuring a smooth and professional experience.
• Communicate with clients via phone and email, providing timely responses and clear follow-ups.
• Maintain organized client records and assist with onboarding new clients.

Administrative & Operational Support

• Manage calendars, appointments, and meeting logistics for the Wealth Manager.
• Prepare documents for client reviews and account activity (e.g., new accounts, transfers, beneficiary changes).
• Maintain CRM and internal databases with up-to-date and accurate information.

Custodian & Back-Office Coordination

• Interface with custodians to facilitate account administration.
• Track and confirm completion of client transactions and service requests.
• Support compliance documentation and data integrity across platforms.

Business Operations

• Prepare routine correspondence, reports, and summaries as needed.
• Support marketing and communication efforts, including email newsletters and client events (optional).
• Contribute to workflow improvements and administrative efficiency.

Ideal Candidate Profile

• 2 years of experience in a wealth management, investment advisory, or professional services setting.
• Strong administrative and organizational skills with excellent attention to detail.
• Experience working with financial custodians, CRM platforms, or document processing tools.
• High level of discretion, professionalism, and client service orientation.
• Confident communication skills — written, verbal, and interpersonal.
• Self-starter who thrives in a dynamic, fast-paced environment.

What We Offer

• A collaborative, high-integrity work culture focused on delivering exceptional service.
• Flexibility in work hours with a consistent in-office presence required.
• Long-term opportunity for growth as the business expands.
• Exposure to the inner workings of a successful wealth management practice.

How to Apply

Please submit your resume, a brief cover letter highlighting your relevant experience, and any references to Ryan Connelly at r_connelly72@yahoo.com