Operations Analyst

Innova Solutions Inc.; Deerfield, Northern (IL, KY); Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

Medical & pharmacy coverage

Dental/vision insurance

401(k)

Health savings account (HSA)

Flexible spending account (FSA)

Life Insurance

Paid time off

Job summary

Innova Solutions is seeking an Operations Analyst for a full-time contract in Deerfield, IL. The role covers client onboarding, data management, contracting, meeting coordination, investment account processing, and tax season activities, with cross-functional collaboration across internal groups to support various investment operations.

The ideal candidate will have a Bachelor's degree, 2–5 years in a corporate setting, strong communication, and proficiency with Word, Excel, PowerPoint, and

Qualifications

• Bachelor’s degree required.
• 2-5 years in a professional corporate environment.
• Strong written and verbal communication.
• Proficiency in Word, Excel, PowerPoint, and Outlook.
• Ability to work in a fast-paced environment and think clearly under pressure.
• Excellent communications skills: team focused.
• Extremely organized and detail-oriented.
• Experience in financial services is preferred but not required.

Responsibilities

• Client Onboarding, Data Management, and Contracting: supports seamless integration of new clients by managing onboarding, maintaining client data, and handling contracting.
• Meeting Coordination: assists in scheduling client meetings to ensure timely communication between advisor teams and clients.
• Investment Account Processing: prepares, submits, and tracks new investment account applications through funding.
• Tax Season Activities: manages tax data, consents, finalizes returns, coordinates estimated payments, and e-filing.
• Internal Group Collaboration: interfaces with internal departments on accounts and Special Investments/Private Equity.
• Quality Control Metrics and Reporting: helps track and report on quality metrics.

Skills

Communication skills

Organizational skills

Attention to detail

Fast-paced work

Education

Bachelor’s degree

Tools

Word

Excel

PowerPoint

Outlook

Job description

A client of Innova Solutions is immediately hiring for a Operations Analyst.

Position type: Full-time, Contract

Duration: 12 Months

Location: Deerfield, IL (Onsite)

Job Description

• Client Onboarding, Data Management, and Contracting: The Client Analyst supports the seamless integration of new clients by managing the on-boarding process, maintaining accurate client data, and handling contracting procedures.
• Meeting Coordination: Assists in scheduling client meetings as needed to ensure timely and effective communication between advisor teams and clients.
• Investment Account Processing: Prepares, submits, and tracks new investment account applications, overseeing the process through to the funding stage.
• Tax Season Activities: Manages a variety of tasks during tax season, including organizing tax data, gathering, and tracking client consents, finalizing tax returns, coordinating estimated payments, and facilitating e-filing.
• Internal Group Collaboration: Interfaces with internal departments to complete a range of investment and operational tasks. This includes addressing matters related to accounts, as well as handling requests involving Special Investments and Private Equity.
• Quality Control Metrics and Reporting: Assists teams in tracking and reporting on Quality Control metrics to help maintain high standards of service.

Qualifications

• Bachelor’s degree required
• A minimum of 2-5 years of work experience in a professional corporate environment.
• Strong written and verbal communication skills
• Proficiency in Word, Excel, PowerPoint, and Outlook required
• Ability to work in a fast-paced environment and think clearly under pressure
• Excellent communications skills: team focused
• Extremely organized and detail-oriented
• Experience in financial services is preferred but not required

This position is only open to applicants who can be engaged on a W-2 basis. 1099 contractors and Corp-to-Corp arrangements will not be considered for this position.

We are currently interviewing to fill this and other similar positions. If this role is not a fit for you, we do offer a referral bonus program for referrals that we successfully place with our clients, subject to program guidelines.

PAY RANGE AND BENEFITS

Pay Range*: $20 - $25 per hour

*Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.

Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).

Referral Program

• This position qualifies for a Referral Bonus amount of $250-$1000 dollars.
• Please email your referral details along with their resume to [e-mail].

ABOUT INNOVA SOLUTIONS

Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields.

Recent Recognitions

• Named One of America’s Best Employers for New Grads by Forbes (2024)
• Named One of the Best Companies to Work for by U.S. News & World Report (Private Companies List, 2024-2025)
• One of the Largest IT Staffing Firms in the US – Ranked #3 by Staffing Industry Analysts (SIA, 2024)
• One of the Largest Staffing Firms in the US – Ranked #13 by Staffing Industry Analysts (SIA, 2024; includes Innova Solutions, Volt, & HireGenics)
• Named One of the Top Ten Private Companies in Atlanta by the Atlanta Business Chronicle (2023)
• One of the Largest Certified Minority Business Enterprises (MBEs) in the United States (NMSDC, 2024)
• AWS Advanced Tier Services Partner with 100+ certifications

Website

https://www.innovasolutions.com/

Innova Solutions

Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at [e-mail] or [phone]. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b.

The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.

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