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Wealth Ops Specialist: Data, Billing & Reporting

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: The Mather Group, LLC
Full Time position
Listed on 2026-02-04
Job specializations:
  • Business
Job Description & How to Apply Below
A wealth management firm is seeking an Operations Associate to ensure the integrity and efficiency of operations. Responsibilities include managing portfolio accounting, performance reporting, and assisting with M&A integrations. The ideal candidate has a Bachelor’s degree related to Business, proficiency in Excel and CRM systems, and up to three years of experience. This role requires excellent analytical capabilities, attention to detail, and the ability to collaborate across departments in a fast-paced environment.
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