BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
1049-152

Job Type:
Permanent

Title:
Operations Administrator

Location:
Hoffman Estates, IL

Description:
The Administrative Specialist position is a critical support role for our
firmís clients and Financial Advisors. The primary function of the
Administrative Specialist is to organize and oversee a wide range of recurring
operational and administrative activities related to wealth management. These
duties include the continuous evaluation and improvement of the firmís
processes.

RESPONSIBILITIES:
Process management along with Manager of Client Experience
Client communication, scheduling, and follow-up (back up to Receptionist)
Preparation of recurring operational reports for team members
Preparation and processing of account documentation and client meeting
materials
Maintenance of the firmís regulatory books and records requirements
Support of a wide range of client relationship and service initiatives
Support of a wide range of compliance activities and electronic archives
Event planning and execution

REQUIREMENTS:
Previous financial services industry experience
Must have strong MS Office Suite background (Excel, Word, PowerPoint)
Ability to adapt to new specialized client service software
Must demonstrate a career focus in operations and administration
Exceptional organization and communication skills


Category:
Asset Management

Contact:
zach@bcius.com