Overview
Executive Assistant/Operations Coordinator for Enrollment Jobs in Lake Forest, IL at Lake Forest College
About Us:
We are a well-established private office specializing in insurance and investment services, dedicated to providing high-level client service and strategic support. We are currently seeking a highly organized and proactive Executive Assistant / Office Manager to join our team in Plymouth Meeting.
Position Overview:
This dual-role position is ideal for a professional who thrives in a fast-paced environment, possesses strong organizational skills, and has a passion for client service. The successful candidate will be responsible for managing daily office operations while providing executive-level support and oversight of client-related processes.
Key Responsibilities:
Provide executive-level administrative support to firm leadership
Oversee office management duties including supplies, scheduling, and vendor coordination
Handle phone and email communications professionally and efficiently
Manage CRM system with precision and attention to detail
Coordinate and process new business paperwork and follow-through
Support client onboarding, service needs, and account maintenance
Schedule and coordinate meetings (Zoom and in-person)
Prepare and maintain client documentation and records
Learn and implement internal business processes and systems
Required Qualifications:
Prior experience in a similar administrative, executive assistant, or office management role
Strong client service orientation
Proficiency in Microsoft Word, Excel, Outlook, and Zoom
CRM management experience required
Excellent communication skills, both verbal and written
Basic computer competency and comfort with office technology
Strong organizational and time management skills
Willingness to learn and grow within the insurance and investment industry
Preferred Qualifications:
Experience in a financial, insurance, or professional services environment
Knowledge of financial services business processes and terminology
Why Join Us?
You’ll become a valued member of a small, focused team with the opportunity to make a meaningful impact on our clients’ experience and the efficiency of our operations. We offer a professional environment, growth potential, and the chance to build long-term career skills. Retirement plan, health and dental insurance available.
Salary:
Competitive – based on experience
Job Type: Full-time
Benefits:
401(k)
Dental insurance
Health insurance
Schedule:
Monday to Friday
Work Location: In person
Title: Executive Assistant/Operations Coordinator for Enrollment
Company: Lake Forest College
Location: Lake Forest, IL
