Personal Assistant

Lead-Advisor • Full-time • Chicago, Illinois, United States • from $70k / year • 1w ago

Personal Assistant

About the Role:

Our client is a comprehensive financial planning firm seeking a highly organized and proactive Executive/Personal Assistant to support its Managing Partner and Chief Strategy Officer. This is a unique role combining personal assistance with administrative and operational support—perfect for someone who thrives on variety, organization, and making an impact behind the scenes.

What You’ll Do:

Manage the Managing Partner’s calendar, email, and travel arrangements
Anticipate daily needs, including meals, hydration, and scheduling adjustments
Handle personal tasks such as appointments, gift sending, loyalty programs, and reservations
Organize events and coordinate projects, including business and personal initiatives
Manage operations at lake house and support other logistical needs
Process expense reports, register for conferences, and run reports

What We’re Looking For:

Highly organized with excellent attention to detail
Strong written and verbal communication skills
Ability to manage multiple priorities and work independently
Previous administrative or personal assistant experience preferred
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Professional, proactive, and adaptable

Why You’ll Love It Here:

Be an essential partner to senior leadership
Opportunity to work on a mix of personal, administrative, and strategic projects
Collaborative, dynamic work environment with a supportive team

Location: 4x a week in office

Salary: 70k