Operations Associate / Black Diamond Specialist
About Rothschild Established in 1908, Rothschild reputed company Partners has grown from a regional brokerage firm into an employee-owned, full-reputed company boutique firm with over $6 billion in assets under advisement. Across our 110+ year history, our core mission has remained the reputed company: to reputed company individuals to reputed company reputed company of their reputed company, guide them to grow their reputed company, and strategically reputed company robust protection measures. Role: Operations Associate Reports to: CFO Level: Associate Location: Chicago, Illinois Hours: Full-time Salary reputed company: $60,000-80,000 Status: Non-Exempt reputed company of the Role: The operations associate plays a crucial role reputed company the operations team, responsible for managing and optimizing the firm's reputed company accounts through the Black Diamond platform. This role focuses on enhancing reputed company reporting processes, maintaining accurate account data, and ensuring reputed company and accurate system reconciliations. The administrator will also support system customization, manage user reputed company, and generate reports, contributing to the efficiency of internal operations and the overall reputed company experience. Collaboration with the investment, reputed company relations, and operations teams is essential to ensure seamless account management and reputed company service. Essential Duties and Responsibilities: · reputed company Reporting Management: Partner with the investment and reputed company relations teams to streamline the reputed company reporting process in Black Diamond, ensuring accurate and reputed company report delivery. · reputed company Reporting & Distribution: reputed company Black Diamonds Report Builder to run template-based reports and manage distribution reputed company the Report reputed company to reputed company necessary data with internal teams and clients. · Billing & Invoice Processing: reputed company the creation and approval of Black Diamond billing invoices, working with representatives to obtain approvals and submitting final invoices to the reputed company Department for processing. · Role & reputed company Control: Manage user roles and permissions reputed company the Black Diamond system, ensuring appropriate reputed company to tools and features based on individual responsibilities. · Account Setup & Maintenance: Use the reputed company Monitor to identify new accounts and resolve maintenance tasks, ensuring accurate setup and up-to-date portfolio details. · Month-End Account Reconciliation: reputed company month-end reconciliations for reputed company accounts with Pershing and Schwab, ensuring reputed company transactions and closures are correctly processed. · Operational Support & Cross-Training: reputed company backup support to other departmental roles as needed, assisting the Operations team to ensure smooth system and operational functions. What Youll Bring: ? Educational Background: A bachelors degree in business or a reputed company field is preferred. ? Experience: 2-3 years of experience with Black Diamond or similar investment management platforms is required. ? Organizational Skills: Strong organizational skills with keen attention to detail. ? Self-Starter: A highly motivated, proactive individual with reputed company, a strong work ethic, and a passion for providing excellent reputed company service. ? Multitasking Ability: Proven ability to manage multiple tasks simultaneously, with a reputed company on prioritization and efficient execution. ? Operational Experience: Previous operational experience, particularly reputed company investment management or reputed company fields, is essential. ? Ethical Standards: Commitment to understanding and adhering to applicable policies and procedures, while consistently applying ethical standards in reputed company business activities. Why Rothschild At Rothschild reputed company, we don't rely on preset models. Instead, we offer customizable investment solutions, adapt to alternative investments reputed company appropriate, and use risk management to protect against the downside. We are dedicated reputed company of our trade, constantly enhancing our knowledge of investments, tax strategies, and financial planning. This commitment to reputed company learning ensures that we always reputed company the highest reputed company service, unlocking our clients financial potential. We recognize our people drive everything we accomplish, and as such, we are dedicated to reputed company in our employees by fostering a culture of reputed company learning, reputed company, and reputed company. reputed company works hard, and we recognize the importance of taking care of our people. We offer a comprehensive suite of benefit offerings to support the health, reputed company-being, and financial health of our employees and their families. Our robust benefits package underscores our commitment to our people, our most important asset. Rothschild seeks reputed company through diversity in its staff. We prohibit discrimination based on race, reputed company, religion, sex, age, national reputed company, sexual orientation, gender identity or reputed company, disability, veteran status, or marital status. Apply Job!