Job Posting —
Office Services Associate

The Office Services Associate is responsible for maintaining high levels of client care and supporting the overall operation of the office. This role involves managing mailroom services, providing reception support, assisting with office logistics, and ensuring a welcoming environment for clients and staff. The ideal candidate will demonstrate flexibility, professionalism, and a strong commitment to service excellence.

Role: Office Services Associate

Reports to: Director of Operations

Level: Associate

Location: Oak Brook, Illinois

Hours: Full-Time

  • Customer Care:
    • Maintain the highest levels of customer service with a friendly and cooperative attitude.
    • Provide backup reception services, including answering and directing multi-line phones and responding to customer inquiries.
  • Mailroom Services:
    • Manage the scanning, sorting, and delivery of mail and packages to appropriate personnel.
    • Handle time-sensitive materials, including confidential and urgent packages.
  • Inventory Management:
    • Order supplies and maintain inventory to ensure the office is well-stocked.
    • Adhere to business procedure guidelines and safety protocols.
  • Collaboration:
    • Demonstrate flexibility in meeting customer demands in a high-volume environment.
    • Take directions from supervisors and participate in cross-training as needed.
    • Perform other tasks assigned, including client onboarding support and basic bookkeeping duties.
  • Experience: Background in customer service, hospitality, or retail preferred.
  • Professionalism: A polished appearance and demeanor, representing the company positively.
  • Communication Skills: Excellent verbal and written communication abilities.
  • Technical Proficiency: Strong keyboarding skills and proficiency in a Windows environment.
  • Team Player: Ability to work effectively both individually and as part of a team.
  • Adaptability: Competency in performing multiple functional tasks with a flexible approach.
  • Reliability: Commitment to meeting the employer’s attendance policy.
  • Bonus Skills: Basic bookkeeping experience is a plus.

About Rothschild

Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under advisement. Across our 110+ year history, our core mission has remained the same: to empower individuals to make sense of their money, guide them to grow their wealth, and strategically provide robust protection measures.

Why Rothschild

At Rothschild Wealth, we don’t rely on preset models. Instead, we offer customizable investment solutions, adapt to alternative investments when appropriate, and use risk management to protect against the downside. We are dedicated students of our trade, constantly enhancing our knowledge of investments, tax strategies, and financial planning. This commitment to continuous learning ensures that we always provide the highest quality service, unlocking our clients’ financial potential.

We recognize our people drive everything we accomplish, and as such, we are dedicated to investing in our employees by fostering a culture of continuous learning, growth, and excellence.

Our team works hard, and we recognize the importance of taking care of our people. We offer a comprehensive suite of benefit offerings to support the health, well-being, and financial health of our employees and their families. Our robust benefits package underscores our commitment to our people, our most important asset.

Rothschild seeks excellence through diversity in its staff. We prohibit discrimination based on race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, or marital status.

Start a Conversation

There are a lot of ways to define success. It’s not about money, but about how you can live your best life. Let’s talk about how you can define your own success.

Welcome to Rothschild Wealth Partners

We are thrilled to share some exciting news with you! As of 2023, Rothschild Investment, LLC, and Sentinus, LLC, have come together to form Rothschild Wealth Partners. By joining forces, we can unite our legacies, strengthen our services, and present a bold new chapter for our firm—one built on nearly two centuries of expertise and trusted financial stewardship.

Through thoughtful discussions and collaboration, we’ve crafted a brand that not only honors our history but also points towards an exciting future. While our name and look have evolved, one thing remains unchanged: our commitment to delivering strategic financial advice and personalized support to help you achieve your goals.