Operations Specialist

ECG Resources

Operations Specialist

Chicago, IL
Full Time
Paid
  • Responsibilities

    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
    • Hybrid work opportunity!