Operations Coordinator

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

Addison Group is hiring for a client, a growing wealth management organization in Chicago. The Operations Coordinator will support daily investment operations and administrative activities related to managed accounts.

Job Title: Operations Coordinator

Location: Chicago, IL (Hybrid – local candidates only)

Compensation: $25–$27/hour (contract)

Work Schedule: Monday–Friday, 9:00 AM – 5:00 PM (Hybrid schedule with 3 days onsite, up to 4 days if extended or converted to permanent)

Benefits: Eligible for medical, dental, vision, and 401(k).

About Our Client: A growing wealth management organization with a strong presence in Chicago. The team supports investment operations and works closely with internal stakeholders to ensure portfolios are executed, monitored, and maintained accurately.

Job Description: The Operations Coordinator will support daily investment operations and administrative activities related to managed accounts. This role focuses on processing service requests, assisting with account onboarding, maintaining accurate records, and supporting operational workflows. The ideal candidate is detail‑oriented, professional, and comfortable working in a high‑touch financial services environment. This is a contract role with the potential to extend or convert to permanent based on business needs.

Key Responsibilities

• Process and track service requests with accuracy and efficiency
• Coordinate account setup, updates, and ongoing maintenance in internal systems
• Monitor and manage operational queues to ensure timely completion of requests
• Provide administrative and operational support to the investment operations team
• Assist with reconciliations, billing‑related tasks, and reporting processes
• Compile, review, and analyze data using Excel and other tools
• Identify process gaps and support improvements to operational procedures
• Partner with internal teams to resolve issues and ensure smooth execution

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
• Proficiency in Microsoft Excel
• Professional communication skills and a service‑oriented mindset
• Hands‑on experience within wealth management
• Collaborative and professional team environment

Seniority Level: Associate

Employment Type: Full-time

Job Function: Administrative

Industries: Venture Capital and Private Equity Principals