Operations Coordinator
Mesirow•Chicago, IL
•$60,000 - $80,000•Hybrid
About The Position
The Mesirow Fiduciary Solutions division provides fiduciary partnership, investment management, asset allocation, and guaranteed retirement income product allocation services to institutional clients in the financial services industry, primarily in the defined contribution space. Mesirow Fiduciary Solutions is seeking a detail-oriented and highly organized Operations Coordinator to support a variety of administrative and operational functions.
Requirements
- At least two years of experience performing administrative, operational, or clerical duties
- Strong attention to detail
- Superior communication, organizational and time management skills
- Ability to handle large volumes of files in an accurate and timely manner
- Basic knowledge of Microsoft Office, including Excel, and Adobe is required
- Willingness to take on additional operational responsibilities as needed
Nice To Haves
- Bachelor’s degree preferred
Responsibilities
- Verify receipt of client agreements
- Review agreements for completeness and accuracy based on criteria established by the team
- Track and maintain statuses of client agreements
- Work with team on updating agreement templates as needed
- Electronically file and organize agreements and related documents to ensure accessibility and retention
- Calculate complex billing arrangements, including asset-based and flat-fee engagements with monthly, quarterly, annual, or other billing frequencies
- Prepare, distribute, and track invoices in accordance with established billing schedules
- Maintain accurate client assets, billing records, and supporting documentation for all client invoices
- Research and resolve billing discrepancies, invoice questions, and payment-related issues in a timely manner
- Work with corporate accounting team as needed
- Support document collection, data entry, and record maintenance efforts
- Complete tasks with minimal supervision after training
- Provide frequent updates to supervisor on progress
- Perform other operational and administrative duties as assigned
Benefits
- performance based bonus
- Mesirow benefit program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
