Receptionist/Trading Assistant

About Falcon Wealth Planning, Inc.

Falcon Wealth Planning is an award-winning, fee-only Registered Investment Advisor (RIA) headquartered in Ontario, California, serving clients nationwide. With approximately $2 billion in assets under management and an ambitious growth strategy, Falcon is on a path to become one of the premier independent wealth management firms in the country.

Our mission is simple: Help clients keep more, worry less. We believe exceptional financial planning starts with comprehensive, tax-focused advice delivered through a true fiduciary standard. Unlike traditional brokerage firms, we do not sell products or earn commissions. Every recommendation is made solely in our clients' best interests, providing objective guidance and complete transparency.

Falcon specializes in comprehensive wealth management, investment management, retirement planning, tax planning, estate planning, and financial planning for successful individuals, families, business owners, and retirees. Our advisors work collaboratively to deliver an exceptional client experience built on expertise, trust, accountability, and long-term relationships.

As we continue scaling toward $5 billion+ in assets under management, we are investing heavily in our people, technology, leadership, and operational excellence. We are building a high-performance culture where collaboration, continuous improvement, innovation, and client service are at the center of everything we do. Our team members have the opportunity to make a meaningful impact while helping shape the future of one of the fastest-growing independent RIAs in the industry.

If you're looking to join an organization that values excellence, embraces innovation, and is committed to delivering an unmatched client experience, Falcon Wealth Planning offers the opportunity to grow your career while helping clients achieve lasting financial success.

About the role

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

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: $18- $20 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.