Receptionist/Trading Assistant

Falcon Wealth Planning, Inc. • Oakbrook Terrace, IL

7h • $18 - $20 • Onsite

About The Position

We are seeking a dependable and personable Part-Time Receptionist / Trading Assistant to support our Oak Brook Terrace office. This is a great opportunity for someone who enjoys both client interaction and back-office administrative work in a professional environment.

Requirements

• Previous receptionist, administrative, or financial services experience required
• Strong attention to detail and organization
• Professional and friendly communication skills
• Comfortable 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/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 PTO, paid firm holidays.
• Support for continuing education, licensing, and industry conferences.

What This Job Offers

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