Financial Operations Associate

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

Requirements:

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