Financial Operations Coordinator

2 weeks ago


Rosemont, Illinois, United States Mack & Associates LLC Full time
Financial Administrative Assistant

We are seeking a highly organized and detail-oriented Financial Administrative Assistant to join our team at Mack & Associates LLC. As a key member of our operations team, you will play a vital role in supporting our financial functions and ensuring the smooth day-to-day operations of our office.

Responsibilities:
  • Provide administrative support to our financial team, including data entry, record-keeping, and reporting.
  • Assist with maintaining and updating client information in our CRM system.
  • Manage the distribution of mail and correspondence to ensure timely and efficient delivery.
  • Partner with our team to send client gifts and acknowledgments.
  • Oversee the ordering and maintenance of office supplies.
  • Assist with end-of-year reporting and other financial tasks as needed.
Requirements:
  • Bachelor's degree preferred.
  • 1-2 years of operations experience.
  • Proficient in Microsoft Office.
  • Excellent analytical and problem-solving abilities, with a strategic mindset and attention to detail.
  • Exceptional communication and interpersonal skills, with the ability to collaborate effectively across all levels of the organization.


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