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OFFICE ASSOCIATE
3 weeks ago
State of Illinois Chicago, United StatesAgency : Department of Human Services · Opening Date: 04/19/2024 · Closing Date/Time: 06/05/2024 · Salary: Anticipated Salary: $3,590 - $4,852 per month ($43,080 - $58,224 per year) · Job Type: Salaried · County: Cook · Number of Vacancies: 1 · Plan/BU: RC014 · This posi ...
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OFFICE ASSOCIATE
3 weeks ago
State of Illinois Chicago, United StatesAgency : Department of Human Services · Opening Date: 05/20/2024 · Closing Date/Time: 06/03/2024 · Salary: Anticipated Salary: $3,590 - $4,852 per month ($43,080 - $58,224 per year) + bilingual pay · Job Type: Salaried · County: Cook · Number of Vacancies: 2 · Plan/BU: RC ...
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Associate Director, Dean's Office
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Northwestern University Chicago, United StatesJob Summary: · The Associate Director is a key leadership position within the Dean's Office at Northwestern Pritzker School of Law. This position coordinates daily workflow of the Dean's Office by overseeing the seamless execution of the following (but not limited to): daily and ...
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Front Office Associate
1 week ago
Arch Dental Chicago, United StatesJob Description · Job DescriptionPure Dental Spa is looking to fill an open position for a qualified, professional, and dependable dental Front Office Associate for our Chicago offices. Pure Dental Spa is not the average Dental office. We are looking for an individual who wants t ...
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Front Office Administrative Associate
1 week ago
World Relief Chicago, United States Regular, Full timePOSITION SUMMARY: · Are you a person of compassion? An advocate for justice? Someone who stands up for the rights of the vulnerable and speaks out for the marginalized, the exploited and the forgotten? Do you believe in our calling as Christians to welcome the least of these and ...
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Office Clerk Associate
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AppleOne Chicago, United StatesJob Description · Job DescriptionAre you ready to embark on a fulfilling career journey? We're an esteemed business process outsourcing firm catering to Fortune 500 companies, professional service firms, and higher education institutions. We pride ourselves on delivering top-notc ...
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Front Office Associate
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Arch Dental Chicago, United StatesJob Description · Job DescriptionLocated in the heart of Bucktown, Bucktown Wicker Park Dental is looking for a Full-time Treatment Coordinator to join our talented and compassionate team of dental professionals Our dental practice focuses on providing excellent dental services t ...
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Tax Experienced Associate, National Office
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Armanino India LLP Chicago, United StatesTax Experienced Associate, National Office (R&D Credits) page is loaded · Tax Experienced Associate, National Office (R&D Credits) · Apply · locations · Chicago, Illinois · Open to Location · time type · Full time · posted on · Posted 3 Days Ago · job requisition id · ...
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Hospitality Office Services Associate
2 weeks ago
IST Management Services, Inc. Chicago, United StatesOverview · IST Management is seeking a Hospitality Office Services Associate for the downtown Chicago team The Hospitality Office Services Associate is responsible for providing Corporate Hospitality and other administrative support services on-site in a team environment. Ideal c ...
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Office Associate
2 weeks ago
Illinois Department of Human Services Chicago, United StatesThis job was posted by : For more information, please see: · Location: Chicago, IL, US, 60637 · Job Requisition ID: 37733 · Closing Date/Time: 06/04/2024\ Salary: Anticipated Salary (Eff 7/1/24) \$3,852-\$5,046/month (\$46,224-\$60,552/year)\ Job Type: Salaried\ County: Cook\ N ...
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Associate Sponsored Research Officer
3 weeks ago
Northwestern University Chicago, United StatesDepartment: Office Sponsored ResearchSalary/Grade: EXS/9 Job Summary: This position evaluates requests for and creates all sub-awards subject to the research terms and conditions, and other federal regulations and non-federal sponsored terms. Manages a constituency with a lessor ...
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Print Law Office Associate
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Forrest Solutions Chicago, United StatesJob Description · Job DescriptionJob Opportunity: Print Law Office Associate · Location: Chicago, IL · Schedule: Monday - Friday, 9 am - 6 pm · Hourly Rate: $21.50 · Are you an experienced Print Law Office Associate seeking a dynamic role in Chicago? Forrest Solutions is looking ...
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Front Office Administrative Associate
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World Relief Chicago, United StatesORGANIZATION SUMMARY: · World Relief is a global Christian humanitarian organization that is fighting for change that lasts, right here in the U.S. and across the globe. We bring sustainable solutions to the world's greatest problems - disasters, extreme poverty, violence, oppres ...
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Hospitality-Office Services Associate
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IST Management Chicago, United StatesOverview · IST Management is seeking a Hospitality-Office Services Associate to join the Chicago team The Hospitality Office Services Associate will be responsible for providing Corporate mailroom, hospitality, and other support services on-site in a professional environment. Id ...
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Office Services Associate-Switchboard Operator
3 weeks ago
Williams Lea Group Limited Chicago, United StatesWilliams Lea is hiring for a Office Services Associate - Switchboard Operator for our Chicago office to work Monday to Friday 8:00 am to 5:00 pm Pay: $19.00/hour. Benefits:Various health insurance options & wellness plans (Medical, Dental, Vision, P Switchboard Operator, Board Op ...
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Office Services Associate-Switchboard Operator
3 weeks ago
Williams Lea Chicago, United States Full timeWilliams Lea is hiring for a Office Services Associate - Switchboard Operator for our Chicago office to work Monday to Friday 8:00 am to 5:00 pm · Pay: $19.00/hour · Benefits: · * Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · * 4 ...
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Luriechildrens Chicago, United StatesAssociate Director, Office of Research Integrity & Compliance page is loaded · Associate Director, Office of Research Integrity & Compliance · Apply · locations · Streeterville, Chicago, IL · time type · Full time · posted on · Posted Yesterday · job requisition id · JR ...
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Segal McCambridge Chicago, United StatesAssociate Attorney Hybrid Remote/In-Office – Insurance Defense (MI) in our Southfield, MI office with a minimum of 2 years' litigation experience. The primary focus will be on general insurance defense matters (premises liability, property damage, fire loss, etc.) and first- and ...
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Client Service Associate, The Wealth Office
3 days ago
Fiducient Advisors Chicago, United StatesFiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct pu ...
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Williams Lea Chicago, United StatesWilliams Lea is hiring for a Office Services Associate - Switchboard Operator for our Chicago office to work Monday to Friday 8:00 am to 5:00 pm · Pay: $19.00/hour · Benefits: · Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) · 4 ...
Sr. Family Office Associate - Chicago, United States - BCI - Brokerage Consultants Inc
Description
Sr. Family Office Associate | Chicago
Boutique multi-family office seeks Sr. Associate to strengthen client/advisor relationships and establish new ones.
Responsibilities:
Supervise the Family Office Group Service/Administration team
Support day-to-day activities of the Service/Administration team and manage client service request logs for the business unit
Be the first point of contact between clients and the firm
Respond to client inquiries, answer questions, and resolve issues
Schedule advisor/client meetings
Create new accounts and transfer funds; complete onboarding process; obtain and process all client information and transactions; maintain client records
Compile and update documents and contracts
Outreach to potential new clients
Follow firm protocols/procedures in responding to phone calls/emails and ensure regulatory rules are met
Expedite serious issues to management for prompt resolutions
Draft written communication on behalf of advisors
Build positive client relationships through following up, checking in, and soliciting feedback
Anticipate client needs and proactively intervene to meet them
Perform administrative and clerical duties as needed
Requirements:
Bachelor's degree
5+ years of experience in a similar role within financial services industry
Familiarity with various types of securities investments, broker-dealers, and financial regulations
Exceptional customer service/relationship management skills; excellent written and verbal communication skills; tech savvy; self-motivated; multi-tasker able to prioritize; attentive; knows when to ask questions and seek guidance
Charles Schwab Advisor Center and/or Black Diamond experience highly preferred
TD and DocuSign experience preferred
Advanced skills in Microsoft Office Suite, specifically Excel