ABOUT THE POSITION

Schwartz Financial Concepts is a successful, established financial-services practice seeking an organized, resourceful, and detail-oriented Administrative Assistant. This is a small professional office where the work is important, the standards are high, and people are still allowed to be people. The atmosphere is professional but comfortable—polished, not stuffy. Suits are not required. We are looking for someone who communicates warmly with clients, takes pride in doing excellent work, and can become a trusted part of the office. The right person will take ownership, notice what needs attention, and follow through without requiring constant direction. You should also be comfortable asking thoughtful questions when clarification is needed. Because this is a client-facing role involving sensitive financial and personal information, excellent judgment, discretion, communication, and attention to detail are essential.

RESPONSIBILITIES

Communicate professionally with clients by phone, email, and in person. Monitor correspondence and ensure that client questions, requests, and follow-up items are addressed promptly. Prepare, edit, organize, and proofread professional documents and communications. Maintain accurate electronic and physical files. Track deadlines, outstanding items, and follow-up needs. Identify problems, research possible solutions, and take appropriate action. Learn the systems, processes, and expectations of the business. Handle sensitive client and business information with discretion and confidentiality. Provide additional administrative and operational support as needed.

REQUIRED QUALIFICATIONS

Strong proficiency with Microsoft 365, especially Outlook, Word, and Excel. Proficiency with Adobe Acrobat Reader and PDF-based document workflows. Excellent computer skills and the ability to learn new technology quickly. Exceptional verbal, telephone, written communication, grammar, and proofreading skills. Excellent organization, time-management, critical-thinking, and problem-solving skills. Ability to prioritize competing responsibilities and follow through without repeated reminders. Ability to work independently with limited supervision. Willingness to ask questions, accept feedback, and learn. Professional demeanor, sound judgment, dependability, and consistent attention to accuracy. Respect for confidential client and business information.

PREFERRED QUALIFICATIONS

Previous administrative-assistant experience. Experience in insurance, securities, financial planning, or another regulated professional-services environment. Familiarity with health, life, short-term disability, long-term disability, long-term care, or related insurance products. Experience working directly with clients and managing sensitive financial or personal information. Industry experience is helpful but not required for an exceptional candidate who is highly capable, eager to learn, and able to meet the professional standards of the office.

YOU MAY BE A GREAT FIT IF YOU

Take pride in doing excellent work, even when no one is watching. Can determine what needs to happen next and move it forward. Enjoy creating order, solving problems, and helping a busy professional stay ahead. Communicate with warmth and professionalism while maintaining appropriate boundaries. Are confident enough to work independently and thoughtful enough to ask questions when unsure. Want to learn from an accomplished professional and become a trusted part of the business. Appreciate a workplace that is professional without being overly formal. Value a workplace where strong performance, initiative, and loyalty are genuinely recognized.

WHAT YOU CAN EXPECT

You can expect clear standards, meaningful work, and a comfortable small-office environment where your contribution will be noticed. The employer is generous and supportive, values initiative, recognizes excellent work, and invests in employees who demonstrate commitment. Depending on performance, tenure, and the evolving needs of the business, there may be opportunities for paid training, increased responsibility, raises, bonuses, schedule flexibility, and future growth within the company. The goal is to find someone who wants to learn, grow, and build a strong working relationship over time.

SCHEDULE AND COMPENSATION

Approximately 25-35 hours per week. In-office position in Naperville, Illinois. Specific days and hours will be discussed during the interview process. $26-$29 per hour, based on experience.

EMPLOYMENT REQUIREMENTS

Due to the sensitive nature of the insurance and financial-services industry, employment is contingent upon successful completion of a background check and fingerprinting.

TO APPLY

Please submit your résumé, a brief cover letter, and three professional references.

Your cover letter should address:

Why this position interests you. An example of a time you independently solved a problem at work. Your experience with Microsoft Outlook, client communication, and professional document management. Your general availability for an in-office schedule of 25-35 hours per week. Applicants who submit only a résumé without the requested information may not be considered.

Pay:

$26.00 - $31.00 per hour Expected hours: 25.0 - 35.0 per week

Benefits:

401(k) Dental insurance Flexible schedule Health insurance Life insurance Paid time off Retirement plan Vision insurance Application Question(s): Are you available to work in person in Naperville, Illinois, for approximately 25-35 hours per week? Briefly describe your experience using Microsoft Outlook, Word, Excel, and Adobe Acrobat in a professional setting. Describe a time you independently identified and solved a problem at work. What did you do, and what was the outcome? If offered the position, are you willing to complete a background check and fingerprinting as required due to the sensitive nature of the industry? Are you able to provide three professional references if you are selected to move forward in the hiring process?

Work Location:

In person