Client Service Operations Associate

job
  • ECG Resources, Inc.
Job Summary
Location
Chicago ,IL 60290
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
13 Nov 2024
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Job Description

Established Single-Family Office seeks an Operations Specialist

  • Manage bank transfers and money movement processes
  • Handle documentation and forms related to transactions
  • Collaborate with internal teams and external bankers
  • Use Excel and Microsoft 365 for data analysis
  • Take on additional responsibilities from various departments
  • Requires 5+ years in banking or RIA operations
  • Strong attention to detail and organizational skills needed
  • Proficiency in Excel and Microsoft 365 is necessary
  • Congenial atmosphere; great work environment
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