Receptionist/Trading Assistant
Falcon Wealth Planning Careers
Job at a glance
About the role We are seeking a dependable and personable Part-Time Receptionist / Trading Assistant to support our Oak Brook Terrace office. The working hours will be Monday-Thursday 9:30 A.M.-4P.M. and Friday 9:30 A.M.-3P.M. This is a great opportunity for someone who enjoys both client interaction and back-office administrative work in a professional environment Key Responsibilities Reception & Tenant Support: 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 Trading & Administrative Support: 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 Qualifications 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 Compensation & Benefits Competitive Base Salary: $20- $22 per hour Health Insurance: Comprehensive Medical, Dental, and Vision coverage.
Retirement: 401(k) plan with company match. Paid Time Off: Generous PTO, paid firm holidays. Professional Development: Support for continuing education, licensing, and industry conferences.