Operations Associate

Part-Time Operations Associate

Location: Peoria, IL

Schedule: Part-time, 20–25 hours per week

Compensation: $22-24/hr

Type: In-office preferred

About The Whisler Agency

The Whisler Agency is a retirement planning firm in Peoria, Illinois focused on helping clients move toward retirement with clarity, confidence, and a plan built around their values. The firm provides retirement planning, wealth management, and risk management services, and stays visible in the community through educational workshops, events, and media content including a television series and YouTube presence.

We’re hiring a Part-Time Operations Associate to help keep the client experience organized, responsive, and professional behind the scenes. This is a strong fit for someone who is dependable, detail-oriented, comfortable juggling both administrative and light marketing tasks, and enjoys helping a small, client-focused office run smoothly.

What you’ll do

• Answer incoming calls, manage voicemail, and help ensure timely client follow-up
• Organize and maintain client files, documents, and office paperwork
• Prepare materials and paperwork for client meetings and in-person workshops
• Communicate with workshop attendees and help schedule appointments
• Update website event information, assist with email campaigns, and help coordinate blog content
• Upload television episodes to YouTube and support ongoing content organization
• Pre-fill paperwork for client appointments and assist with quarterly newsletter mailings

Ideal candidate

You will likely thrive here if you are organized, warm, responsive, and take pride in getting details right. You enjoy creating order, communicating clearly, and making sure nothing falls through the cracks. You do not need to be a high-pressure salesperson, but you do need to be proactive, polished, and comfortable supporting both operations and client communication.

Required qualifications

• Prior experience in administrative support, office support, client service, or operations support
• Strong phone, written, and interpersonal communication skills
• Strong organizational skills and attention to detail
• Comfort managing documents, calendars, and follow-up tasks
• Basic comfort with technology, including Microsoft Office or Google Workspace
• Ability to manage multiple priorities in a small-office environment

Preferred qualifications

• Experience in financial services, insurance, or a professional services office
• Experience with event coordination, email campaigns, or light marketing support
• Familiarity with website updates, YouTube uploads, or CRM/database work

If you are the kind of person who takes ownership, follows through, and enjoys being the steady hand behind a polished client experience, this could be a great fit.