Administrative Assistant

Organization Description

Weyers McKeever Financial Partners is a financial services firm providing professional services to businesses and individuals. Our firm provides leadership, creativity, and collaboration through our team process which we believe results in confidence and clarity. We work with each client to create a unique financial vision and strive to be their most trusted advisor because of our shared processes, holistic strategy, and valued relationships.

Weyers McKeever Financial Partners is seeking a part‑time administrative assistant to join our small, close‑knit team. This qualified candidate must be able to take direction from others, multi‑task, and prioritize tasks. This person will report to, and work directly with, the Director of Operations while providing support to the entire team.

• Process business from application and preparation to submission, tracking, and follow up.
• Maintain the Client Relationship Manager (CRM), including data entry, client management, calendars, workflows, note recording, generating reports, general upkeep, and other tasks.
• Schedule and confirm appointments via email and/or phone.
• Customer service and hospitality.
• Maintain a well‑organized office environment including filing, organizing, preparing for meetings, maintaining supplies, and general tidying up.
• Assist team members with special projects as assigned.

• Friendly, hospitable, and enjoy working in a team setting.
• Proficient with Microsoft Office (Excel, Word, Power Point).
• Willing to learn new software and web‑based programs.
• Able to work side by side with different personalities.
• Strong verbal and written communication skills.
• Self‑motivated.
• Experience with Redtail or similar CRM and/or Docu Sign a plus.
• Working knowledge of insurance and personal finance a plus.

• Hourly Rate range is $25 - 27 /hour dependent on experience and qualifications.
• Part‑time, approximately 20 hours per week in the office. Flexible schedule.
• This position has no insurance benefits. Accruing vacation/PTO and retirement plan benefits.
• Fingerprinting and background check are required.

Please email your resume to Carrie Weyers at:

Contact Carrie Weyers at  or  to inquire about the position.

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 1 N. Franklin Street, Suite 3450, Chicago, IL 60606 . Weyers McKeever Financial Partners is independent of Equity Services, Inc. TC)1