Receptionist/Trading Assistant

Falcon Wealth Planning, Inc. • Oakbrook Terrace, IL

45d • $20 - $22 • Onsite

About The Position

We are seeking a dependable and personable Part-Time Receptionist / Trading Assistant to support our Oak Brook Terrace office. The position combines client interaction with back-office administrative work in a professional environment. Working hours are Monday through Thursday, 9:30 A.M.–4 P.M., and Friday, 9:30 A.M.–3 P.M.

The role provides reception and tenant support, including greeting visitors, assisting clients and building tenants, providing tours and information to prospective tenants, answering phones, responding to inquiries, and managing the front desk. It also supports trading and administration by verifying trade amounts and account details before advisor submission, confirming when funds are sent or received, maintaining account links and assignments in internal systems, tracking service requests, sending follow-up tasks, and updating CRM records.

Requirements

• Previous receptionist, administrative, or financial services experience.
• Strong attention to detail and organization.
• Professional and friendly communication skills.
• Comfort working with software systems and multitasking.
• Team-oriented mindset and a positive attitude.

Responsibilities

• Greet and assist visitors, clients, and building tenants professionally.
• Provide tours and general information to prospective tenants.
• Answer phones, respond to inquiries, and manage the front desk area.
• Verify trade amounts and account details before advisor submission.
• Confirm with clients when funds are sent or received.
• Ensure accounts are properly linked and assigned in internal systems.
• Send internal follow-up tasks based on client requests or updates.
• Track pending trading and account service requests and follow up as needed.
• Update CRM with client communication and service notes.

Benefits

• Comprehensive medical, dental, and vision coverage.
• 401(k) plan with company match.
• Generous paid time off and paid firm holidays.
• Support for continuing education, licensing, and industry conferences.

What This Job Offers

• Job Type: Part-time
• Education Level: No Education Listed