Wealth Operations & Data Integrity Associate

The Mather Group, LLC; Chicago (IL); On-site; USD 50,000 - 70,000; Full time

Job summary

The Mather Group, LLC in Chicago is seeking an Operations Associate to ensure the integrity of wealth management operations. Responsibilities include managing portfolio accounting, billing, and client data, while also supporting M&A integrations and process improvements.

The ideal candidate will have a Bachelor’s degree in Business, up to three years of related experience, and proficiency in Microsoft Office. Strong analytical skills and effective communication are essential for success in this role.

Qualifications

• Up to three years of relevant professional experience.
• Excellent analytical and quantitative skills, with meticulous attention to detail.
• Effective communication skills, both written and verbal.

Responsibilities

• Maintain accurate portfolio accounting, billing, and CRM data.
• Update and manage client information within the CRM system.
• Analyze and reconcile data discrepancies for accuracy.
• Support third-party technology data integrations.
• Assist in M&A integration, including data migration and system training.

Skills

Analytical skills

Communication skills

Organizational skills

Problem-solving skills

Microsoft Excel

CRM software

Time management

Education

Bachelor’s degree in Business (Finance, Economics, Accounting)

Tools

Microsoft Office Suite

Job description

The Mather Group, LLC in Chicago is seeking an Operations Associate to ensure the integrity of wealth management operations. Responsibilities include managing portfolio accounting, billing, and client data, while also supporting M&A integrations and process improvements.

The ideal candidate will have a Bachelor’s degree in Business, up to three years of related experience, and proficiency in Microsoft Office. Strong analytical skills and effective communication are essential for success in this role.