Administrative Assistant

Job overview

The Administrative Assistant role is hybrid in Buffalo Grove, IL, with two remote workdays per month available through the Family Flex Work-From-Home Program. Compensation is $55,000–$60,000 per year. SGL Financial is a wealth management and financial planning firm serving families in the Buffalo Grove and greater Chicago area. The assistant supports Financial Advisors and daily operations by coordinating meetings, preparing client materials, maintaining CRM records, tracking follow-ups, and monitoring communications. Accurate, timely administrative support helps the firm deliver a seamless client experience and support clients’ financial decisions.

What you'll do

• Coordinate meeting scheduling, confirmations, reminders, and rescheduling
• prepare client and prospect materials
• maintain CRM records and activity notes
• track tasks, deadlines, and action items
• follow up with clients and prospects for information and documents
• assist advisors with meeting preparation and workflows
• monitor emails, voicemails, and other communications
• identify missing information and upcoming deadlines.

What we're looking for

Skills & competencies

administrative assistant

financial services

wealth management

client support

crm

meeting coordination

buffalo grove il

hybrid

$55,000–$60,000/year

monday–friday

sgl financial

Work arrangement

• Weekend coverage required

Benefits & perks

• Team-based bonus opportunities
• career growth
• training and professional development
• certification opportunities
• 20 days of annual PTO
• paid holidays
• paid lunch hour
• early Friday release when priorities are complete
• medical, dental, and vision insurance
• 401(k) match eligibility after six months
• spouse and dependent coverage options.

Why this role

The posting specifies Monday–Friday and two remote workdays per month for personal and family needs. Experience in administrative support, customer service, financial services, or a related field is preferred but not required.

About the employer

SGL Financial, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.