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Financial Operations Associate at Financial Services – Chicago, Illinois

Financial Services
Chicago, Illinois, 60654, United States
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About This Position

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

Job Location

Chicago, Illinois, 60654, United States
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Job Location

This job is located in the Chicago, Illinois, 60654, United States region.

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