Operations Analyst

Location: Chicago, IL
Position: Accounting & Finance, Administration
Position: Temporary
Salary: $20-
$22/hr
Job Description

A financial management firm located in Chicago, IL seeks a sharp Operations Analyst to join their team in a temporary capacity. The Operations Analyst will take on administrative tasks as well as support the operations team by establishing client accounts within their platform, enhancing data, and prospecting missing data. This is a great opportunity for someone who is a quick learner with excellent problem-solving skills. The compensation for this role is $20-$22/hr.

 

Responsibilities of the Operations Analyst:

  • Set up client accounts within wealth management platform
  • Utilize leads to find missing account information
  • Investigate bank portals for missing financials
  • Analyze and organize a high volume of data
  • Create spreadsheets and other reports
  • Schedule meetings and prepare materials
  • Attend virtual meetings while taking diligent notes
Job Requirements

Requirements of the Operations Analyst:

  • 2+ years in financial services and/or previously held support role
  • Experience with wealth management platforms preferred
  • Experience with Salesforce preferred
  • Proficient in Microsoft Office Suite, especially Excel and VLookups
  • Expert typing and note-taking skills
  • Strong understanding of wealth management and hierarchies
  • Superb attention to detail and deadline-driven

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