Financial Operations Associate in Chicago, Illinois at Financial Services
Financial Services
Chicago, Illinois, 60654, United States
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Job Description
A full-service private family office in downtown Chicago is seeking a detail-oriented, proactive Financial Operations Associate to join a team that oversees financial transactions, account management, and operational workflows.
Job responsibilities
- Prepare banking paperwork for new account openings, account maintenance, and portal enrollments
- Process cash and security disbursements, invoices, capital calls, and tax payments
- Monitor shared email inboxes and coordinate any related follow-up items
- Initiate wires, ACH, DTC transfers, and check requests
- Deposit and retrieve checks (bank or mobile app)
- Manage documents, statements, and tax portal accounts
- Maintain CRM and file share organization and accuracy
- Support operational projects and train team members on operational procedures
Desired skills and experience
- 3+ years’ experience
- Organized, thorough, and tech-savvy
- Strong communicator with excellent client-service instincts
- Experienced with financial transactions and online banking tools
- Adaptable, proactive, and reliable—takes pride in high-quality work
- Demonstrates integrity, discretion, and a collaborative mindset
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Job Location
Chicago, Illinois, 60654, United States
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