Executive Administrative Assistant Needed Immediately

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.