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:
9283-322

Job Type:
Permanent

Title:
Operations Associate (9283-322)

Location:
Chicago, IL

Description:
Operations Associate (9283-322)
Chicago, IL
Compensation commensurate with experience

A rapidly growing Chicago based RIA specializing in midmarket clients is searching for a Operations
Associate to join them. The successful candidate will work closely with the team to provide excellent
service to our clients.

RESPONSIBILITIES:
Using judgment and professional insight to ensure that we are consistently providing outstanding service
to our client base
Maintaining processes and procedures and proactively looking for and implementing improvement and
efficiencies
Opening and closing accounts as well as completing any corresponding paperwork that pertains to
account maintenance
Troubleshooting and problem solving various operational issues utilizing a proactive approach
Maintaining the firm database
Participating in the policy and procedure committee
Executing trades, rebalancing, distributions, systematic investments and fees
Supporting in the Compliance Program
Executing other duties as assigned

REQUIREMENTS:
Bachelorís degree in finance, accounting, economics, mathematics, or a similar field
Series 65 or 66 (if not currently held, must obtain within 90 days)
Strong analytical skills
Previous experience in the investment management or investment advisory/consulting industry
Advanced Excel experience
Experience with Redtail Technology is useful - but not required
Excellent time management, organization, communication and interpersonal skills
Ability to take ownership of his/her work
Proactive approach to problem solving and the ability to multitask are also important


Category:
Financial Services Software

Contact:
matt@bcius.com