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Zacks Investment Management · 2 hours ago

Operations Associate

Greater Chicago Area

Full-time

Onsite

Mid Level

$60K/yr - $70K/yr

3+ years exp

Zacks Investment Management is looking to hire an associate to join the operations team. This role involves providing operational and administrative support to the back office, including establishing new accounts and processing account level trade requests.

Asset ManagementFinancial ServicesInformation TechnologyRetirement

Growth Opportunities

Hiring Manager

Marisa Stewart

Responsibilities

Assist in the new account workflow, account maintenance and trade related items leveraging custodian software, Docusign and other tools

Working with advisors to ensure proper account opening procedures and documentation

Interface with various departments on behalf of the team to collect information and respond to requests

Participating in ongoing learning and development to enhance support of clients

Administrative duties such as handling telephones, mailing, filing, processing forms

Comply with all industry rules and regulations and firm policies

Qualification

Brokerage technologyCustodial technologyDocusignSalesforce CRMSeries 63/65 licensedLearning new technologyPrioritizing workflowCommunication skillsAttention to detail