Investment Operations Coordinator – Hybrid (Chicago)

Addison Group; Chicago (IL); Hybrid; USD 34,440 - 37,195; Full time

Benefits offered by this job

Eligible for medical benefits

Dental and vision coverage

401(k) plan

Job summary

A financial services recruitment firm in Chicago is seeking an Operations Coordinator to support daily investment operations and administrative activities related to managed accounts. The role focuses on processing service requests, maintaining accurate records, and supporting operational workflows. Candidates should have 1–3 years of experience, strong attention to detail, and proficiency in Microsoft Excel. This is a contract role with the potential to convert to permanent based on business needs.

Qualifications

• 1–3 years of experience in the Operations space.
• Prior experience working with operational workflows or ticketing systems.
• Strong attention to detail and organizational skills.

Responsibilities

• Process and track service requests with accuracy and efficiency.
• Coordinate account setup and ongoing maintenance in internal systems.
• Monitor and manage operational queues to ensure timely completion of requests.
• Provide operational support to the investment operations team.
• Assist with reconciliations and reporting processes.
• Analyze data using Excel and other tools.
• Identify process gaps and support improvements to operational procedures.
• Partner with internal teams to resolve issues.

Skills

Detail-oriented

Organizational skills

Service-oriented mindset

Proficiency in Microsoft Excel

Job description

A financial services recruitment firm in Chicago is seeking an Operations Coordinator to support daily investment operations and administrative activities related to managed accounts. The role focuses on processing service requests, maintaining accurate records, and supporting operational workflows. Candidates should have 1–3 years of experience, strong attention to detail, and proficiency in Microsoft Excel. This is a contract role with the potential to convert to permanent based on business needs.