Financial Support Associate
1 week ago
We are seeking an experienced and customer-focused Wealth Management Associate to join our team at First Recruiting LLC. As a key member of our Wealth Management Team, you will play a vital role in delivering exceptional client experiences and driving business growth.
Your Key Responsibilities:
- Develop and maintain strong relationships with clients, advisors, and internal teams, ensuring seamless communication and issue resolution.
- Prepare and process new account applications, asset-transfer forms, and other client-specific requests in a timely and accurate manner.
- Maintain up-to-date knowledge of regulatory requirements and industry developments, applying this expertise to ensure compliance and best practices.
- Contribute to the development of processes and procedures to enhance operational efficiency and client satisfaction.
Requirements and Qualifications:
- Bachelor's degree with at least 5+ years of experience in client-facing roles within an RIA firm.
- Familiarity with financial software, including CRM systems and accounting packages.
- Proven track record of achieving high levels of client satisfaction and loyalty.
Salary and Benefits:
We offer a salary range of $70,000 - $90,000 per year, depending on experience, along with a comprehensive benefits package and opportunities for professional growth and development.
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Financial Underwriting Coordinator
2 weeks ago
Chicago, Illinois, United States AmTrust Financial Full timeJob SummaryWe are seeking a highly skilled Financial Underwriting Coordinator to join our team. In this role, you will be responsible for providing critical support to our underwriters in making sound decisions.Key Responsibilities:Partner with underwriters to gather information necessary for underwriting decisions, ensuring timely and accurate...
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Financial Operations Specialist
5 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAbout the Company:Creative Financial Staffing is proud to partner with a rapidly growing business in the Central Chicago area, seeking a highly skilled Senior Accountant to join their team. With a strong focus on financial operations and growth ambitions, this company offers an exciting opportunity for professionals looking to take their career to the next...
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Financial Operations Specialist
1 week ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAbout the OpportunityOur client, a rapidly growing business in the medical field, is seeking an experienced Senior Accountant to join their team. As a key member of the financial operations team, you will be responsible for producing timely and accurate financial reports, maintaining accounting records, and implementing sound financial controls.This role...
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Financial Expert for Healthcare Operations
7 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly skilled Financial Analyst to join our team at Creative Financial Staffing. This dynamic role will play a critical part in evaluating the financial performance of our medical practices, identifying opportunities for growth and efficiency, and supporting strategic decisions.Key ResponsibilitiesFinancial Analysis and...
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Financial Markets Strategist
3 days ago
Chicago, Illinois, United States Wintrust Financial Full timeAbout WintrustWintrust is a leading financial holding company with over $50 billion in assets under management and a strong presence on the NASDAQ market. We pride ourselves on our commitment to community banking, providing personalized service to each customer while leveraging the resources of a large bank.Why Choose Us?We're an award-winning culture,...
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Dynamic Financial Planning Associate
7 days ago
Chicago, Illinois, United States Northwestern Mutual - Greater Chicago Full timeUnlock Your Potential as a College Financial RepresentativeNorthwestern Mutual - Greater Chicago is seeking highly motivated and entrepreneurial students to join our team of College Financial Representatives. As a dynamic financial planning associate, you will have the opportunity to build your confidence, develop a professional network, and help people...
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Research Associate
3 days ago
Chicago, Illinois, United States William Blair Full timeJob SummaryAs a Research Associate at William Blair, you will play a critical role in supporting the investment research team in the preparation and execution of industry and company research and analyses.Key ResponsibilitiesAssist in the preparation and execution of industry and company research and analyses for use in the formulation of security...
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Chief Financial Operations Officer
3 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeWe are working with a well-respected healthcare provider to fill the position of Chief Financial Operations Officer.This role offers great benefits, work-life balance, opportunity for career growth, and high-level exposure to executives. It is an excellent opportunity for a strong Senior Financial Analyst or light Finance Manager looking for their next...
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Financial Analyst for Corporate Accounting
6 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAbout Creative Financial Staffing:">We are a leading staffing agency specializing in finance and accounting placements. Our team of experts is dedicated to connecting talented professionals with top companies in the industry.">Job Title: Senior Accountant">Job Summary:">Creative Financial Staffing is seeking an experienced Senior Accountant to join our...
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Financial Reporting Specialist
6 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAbout the Company:Our client is a rapidly growing and firmly established business looking to add a Senior Accountant to their team. With incredible success in recent years, they seek a candidate with a similar background to join them as they continue expansion.Reasons to Work Here:Hybrid work scheduleFirmly established businessStrong growth...
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Senior Financial Reporting Professional
3 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAbout Our Firm:We are a leading staffing agency specializing in accounting and finance placements, with a strong presence in the Chicagoland area.Why You Should Work with Us:Foster a dynamic and comprehensive work environment where employees can expand their skills and prepare for future career advancementsOffer competitive compensation packages, including...
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Administrative Support Specialist
6 days ago
Chicago, Illinois, United States CNA Financial Corporation Full timeAbout the Role:We are looking for a talented Administrative Support Specialist to join our team at CNA Financial Corporation.In this role, you will assist management in the coordination of various administrative tasks, including cost center updates, industry conferences, and team meetings.You will also provide support in coordinating company-wide initiatives...
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Financial Technology Support Specialist
1 week ago
Chicago, Illinois, United States Options Technology Full timeOptions Technology is a global leader in financial technology, providing innovative solutions to clients worldwide. We are currently seeking a skilled Financial Technology Support Specialist to join our team in Geneva, Switzerland.As a Financial Technology Support Specialist, you will play a critical role in supporting our options trading operations and...
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Investment Banking Associate
7 days ago
Chicago, Illinois, United States William Blair Full timeAbout UsWilliam Blair, a global boutique investment bank, is renowned for its trusted advice and expertise. With nearly nine decades of experience, we continue to expand our knowledge and connections across diverse regions, asset classes, and markets worldwide.Salary InformationA reasonable estimate of the base salary range for this position is $175,000....
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Chicago, Illinois, United States Creative Financial Staffing Full timeSenior Internal Auditor RoleWe are seeking a seasoned Senior Internal Auditor to join our team at Creative Financial Staffing. As a key member of our audit department, you will be responsible for leading independent audits and special projects, providing oversight and guidance to team members throughout various stages of the audit process.About the JobThis...
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Financial Risk Management Associate
1 week ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a renowned financial institution, has been in operation since 1889. As a Fortune 500 company, we provide innovative financial services to the world's most successful individuals, families, and institutions.The Global Regulatory Affairs Office oversees risk management, controls, and regulatory affairs. The Program...
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Chicago, Illinois, United States Selby Jennings Full timeJob Title: Technical Support Specialist for Financial IndustryWe are seeking a highly skilled and experienced Technical Support Specialist to join our team at Selby Jennings, a leading global recruitment organization in the financial industry.
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Financial Accountant
7 days ago
Chicago, Illinois, United States Creative Financial Staffing Full timeAP/ AR Manager RoleThe AP/ AR Manager will play a key role in managing the accounts payable and receivable functions for our client, a reputable real estate development firm based in the Chicago area. This position requires a professional with 3+ years of property accounting experience and a combination of AP/ AR experience.About Our Client:Our client is an...
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Administrative Support Specialist
6 days ago
Chicago, Illinois, United States CNA Financial Corp. Full timeAbout UsWe are CNA Financial Corp., a company dedicated to helping our employees achieve their career goals while delivering exceptional service to our customers.CompensationThe estimated annual salary for this position is $70,000 - $90,000, based on industry standards and market conditions.Job SummaryWe are seeking an experienced Administrative Assistant II...
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Chicago, Illinois, United States Advyzon Full timeJob OverviewWe are seeking a highly skilled Technical Support Specialist to join our team at Advyzon, a leading provider of financial technology solutions. This role is ideal for individuals who possess excellent communication skills, a passion for client service, and a strong understanding of financial services.About the RoleThe successful candidate will...