Investment Team Coordinator
About the Role
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A highly regarded wealth management firm in downtown Chicago is seeking an Investment Team Coordinator to provide administrative and project support to its investment team. This is a great opportunity for someone with strong coordination experience who is interested in investments and wants exposure beyond a traditional administrative role. This role requires 2-3 days onsite.
Responsibilities include:
- Supporting investment research and manager due diligence
- Coordinating meetings, scheduling, and complex international/domestic travel
- Maintaining investment information, CRM, and SharePoint resources
- Managing expenses, documents, and special projects
Qualifications:
- Bachelor’s degree
- 3-5 years of relevant administrative experience
- Extensive experience coordinating complex international and domestic travel is required, including multi-city itineraries and last-minute changes
- Financial services experience preferred
- Strong interest in investments
- Excellent organization, communication, and attention to detail
A1481495CHI-PERM_1794412416
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.