Green Key Resources

Portfolio Operations/Administrator

Green Key Resources Chicago, IL
Green Key Resources

Portfolio Operations/Administrator

Green Key Resources Chicago, IL
1 month ago
Be among the first 25 applicants

See who Green Key Resources has hired for this role

Responsibilities/Job Duties

  • Responsible for supporting the wealth managers financial advisors and clients with operational supports.
  • Responsible for moving cash into and out of accounts via wires, ACH transfers.
  • Make sure client trades are executed and accounted for in a timely manner.
  • Reconcile any discrepancies with cash movements and trade related issues.

Qualifications

  • 6 months to 3 years of financial operations support, cash transfers.
  • Bachelor’s degree in relevant field preferred
  • Experience in operations, data entry, or data administration

  • Seniority level

    Entry level

  • Employment type

    Full-time

  • Job function

    Management and Manufacturing

  • Industries

    Staffing and Recruiting

Referrals increase your chances of interviewing at Green Key Resources by 2x

See who you know

Get notified about new Operations Administrator jobs in Chicago, IL.

Sign in to create job alert

Similar jobs

People also viewed

Looking for a job?

Visit the Career Advice Hub to see tips on interviewing and resume writing.

View Career Advice Hub