Operations Analyst: Client Onboarding & Admin Specialist

MassGenics, 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)

HSA

FSA

Life Insurance

Pet Insurance

Disability insurance

Legal protection

Job summary

Innova Solutions is hiring an Operations Analyst for an onsite role in Deerfield, IL. The contract position runs 12 months with pay ranging from $20 to $25 per hour, based on education, experience, and duties.

Primary duties include client onboarding, data management, account processing, tax-season activities, and coordinating with internal groups to support advisors and clients. The ideal candidate holds a bachelor’s degree, 2–5 years of professional experience, and strong written and verbal

Qualifications

• Bachelor's degree required.
• 2–5 years of professional corporate experience.
• Strong written and verbal communication skills.
• Proficiency in Word, Excel, PowerPoint and Outlook.

Responsibilities

• Client onboarding, data management, and contracting support.
• Meeting coordination between advisor teams and clients.
• Processing new investment account applications through funding.
• Tax season activities: organizing data, gathering consents, e-filing.
• Collaborating with internal groups on investments and operations.
• Tracking and reporting quality control metrics.

Skills

Communication skills

Organizational skills

Attention to detail

Fast-paced work

Education

Bachelor's degree

Tools

Word

Excel

PowerPoint

Outlook

Job description

Innova Solutions is hiring an Operations Analyst for an onsite role in Deerfield, IL. The contract position runs 12 months with pay ranging from $20 to $25 per hour, based on education, experience, and duties.

Primary duties include client onboarding, data management, account processing, tax-season activities, and coordinating with internal groups to support advisors and clients. The ideal candidate holds a bachelor’s degree, 2–5 years of professional experience, and strong written and verbal