This position will assist in daily business operations, complete assigned tasks, and work on seasonal projects allowing the advisor team to focus on client acquisition, deepening client relationships, and providing a referable client experience.
**Job Title:** Operations Specialist
**Job Type:** Full-time
**Location:** Chicago, IL
**Salary:** $58,000 - $84,000 per year
**Job Overview:**
We are seeking a motivated and detail-oriented Operations Specialist to join our team at GOTTREICH GRACE & THOMPSON in Chicago, IL. In this role, you will play a key part in supporting the daily business operations, completing assigned tasks, and working on seasonal projects to ensure the advisor team can focus on client acquisition, deepening client relationships, and providing a referable client experience.
**Responsibilities:**
- Assist in daily business operations, including managing paperwork, processing transactions, and maintaining client records
- Complete assigned tasks in a timely and accurate manner to support the overall success of the team
- Work on seasonal projects to improve operational efficiency and contribute to the growth of the business
- Collaborate with team members to achieve common goals and provide exceptional service to clients
- Stay up-to-date on industry regulations and best practices to ensure compliance and quality service delivery
**Requirements:**
- Bachelor's degree in Business Administration, Finance, or related field
- 2+ years of experience in a similar role within the financial services industry
- Strong organizational skills and attention to detail
- Excellent communication and interpersonal abilities
- Proficiency in Microsoft Office Suite and financial software systems
- Ability to work independently and as part of a team in a fast-paced environment
**Note:** In accordance with the Illinois Human Rights Act, employers are prohibited from inquiring about an applicant's criminal history until after an offer of employment has been made.
$58,000 - $84,000 per year