Operations Coordinator

Mesirow•Chicago, IL

20h•Hybrid

About The Position

Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. We are proud of our employee-owned culture, built on collaboration and shared success, empowering our professionals to develop meaningful relationships, pursue growth opportunities and make a lasting impact for our clients and communities. Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms. 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
Ability to work onsite at our Chicago office, which adheres to a hybrid schedule.

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