Optimal Planning Partners, Inc. · 10 hours ago
Personal Assistant - Part Time (20-30/hrs. week)
Evergreen Park, IL
Full-time, Part-time
Hybrid
New Grad, Entry LevelOptimal Planning Partners, Inc. is a boutique financial services firm dedicated to supporting successful professionals and closely held business owners. They are seeking a part-time Personal Assistant to support executives with administrative and personal tasks.
Employee BenefitsFinancial ServicesRisk ManagementWealth Management
Responsibilities
Managing daily schedules
Handling clerical tasks
Maintaining clear communication with team members and clients
Qualification
Required
Experience in Personal Assistance and Executive Administrative Assistance
Strong Communication and interpersonal skills to ensure effective coordination and collaboration
Proficiency in Email Management and scheduling to optimize executive efficiency
Solid Clerical Skills, including organization, filing, and document preparation
Ability to handle multiple priorities while maintaining attention to detail and meeting deadlines
Proficiency with office software such as Microsoft Office Suite and scheduling tools
Preferred
Familiarity with financial services or professional service environments is a plus
Company
Optimal Planning Partners, Inc.
OPP is a boutique financial services firm for successful professionals and closely held business owners.
Founded in 2015
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Robert A. Johnson, CFP®, ChFC, CLU
Managing Partner
Company data provided by crunchbase