Financial Advisor Support & Events Coordinator
Alliant Credit Union - Chicago
Alliant Credit Union is seeking a detail-oriented coordinator to schedule member appointments with the financial advisor and support the retirement and investment services program. You will assist in marketing, prepare seminars, manage calendars, and provide responsive phone coverage for members and staff. The role involves coordinating events, tracking referrals, and preparing memos and correspondence to support the advisor. #J-18808-Ljbffr Alliant Credit Union
$52.3k - $81.3k
...member appointments for the financial advisor, make appointment reminder calls... ...and provides functional support for the program. Essential... ...of member appreciation events, and retirement and investment... ...union products and services. Coordinate newsletters, surveys,...SuggestedFull timeTemporary workPart timeLocal areaWork from homeHome office3 days per week- ...internal teams as well as clients to prepare and review monthly financial statements for investment portfolios. Within all of our teams... ...to be introduced to many facets of the industry, work in coordination with other business units, and be exposed to the fast-paced culture...SuggestedFlexible hours
- ...managers for GAAP and investor compliance. Coordinate on cash forecasting, budget adherence,... ...investor reporting packages, including financial statements, variance analysis, capital account... ...metrics (IRR, MOIC, equity multiples). Support financial integration of new...Suggested
$60k - $90k
...consultants and other stakeholders including financial information, performance returns,... ...review various performance returns Support and coordinate cash distributions on behalf of clients... ...your career progression Active sports, events and social committees across our...SuggestedFlexible hours- ...accounting services, partnering with clients and stakeholders, and supporting a diverse portfolio of investment structures.As part of a high... ...and review monthly, quarterly, and annual fund financial statements in accordance with US GAAP.Maintain general ledgers...Suggested
- ...managers for GAAP and investor compliance. Coordinate on cash forecasting, budget adherence,... ...investor reporting packages, including financial statements, variance analysis, capital account... ...metrics (IRR, MOIC, equity multiples). Support financial integration of new...
$60k - $90k
...alternative investment industry. We support more than 6,000 professionals... ...returns. Support and coordinate cash distributions on behalf... ...interpret accounting records, financial statements, footnotes, and other... ...progression. Active sports, events, and social committees across...Work at officeLocal areaFlexible hours- ...investments. The firm is dedicated to supporting visionary entrepreneurs in building innovative... ...support the day-to-day accounting and financial reporting for our venture capital funds... ...supporting documentation, and coordinating with the investment team and auditors....Full timeWork at officeRemote workFlexible hours
- ...solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family... ...and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to...TraineeshipWork at officeFlexible hours
- ...A growing and well-established financial service firm, is seeking a Fund Accountant to join... ...and fund performance reporting. Coordinate quarterly and annual reporting deliverables... ...administrators, auditors, and tax professionals. Support the audit process by preparing schedules...Local area
- ...our Real Estate Fund Administration team in Chicago. The role involves supervising a team, leading projects, and ensuring accurate financial reporting across real estate portfolios. The ideal candidate holds a Bachelor’s in accounting, has 2+ years of real estate...
$68k - $80k
...Broadstreet Impact Services is an impact financial services company with two... ...services and fund management. We support impact investing, where funds pursue... ...and tax preparation, including coordinating with external auditors and tax advisors. Ability to review and interpret...Work at officeLocal area- ...oriented individual with a strong understanding of fund operations, financial reporting, and performance analysis. As an onsite/hybrid... ...with precision. Assist in preparing financial statements, audit support, and regulatory compliance reports. Conduct analytical review of...Work at office
- ...Private Capital Administration team in a hybrid role. You will provide accounting, analytical and reporting support for private equity funds, acting as a technical advisor and liaison across teams. The ideal candidate has 3–4 years in private equity accounting with a related...
- ...and driven Fund Finance Senior Associate to join its North American finance team in Chicago. This is a visible, high-impact role supporting a globally recognized real estate and infrastructure investment platform. The ideal candidate has 3-5 years of progressive accounting...
$90k - $110k
...Location: Chicago, IL (Hybrid Role) Job Summary: We’re seeking a Senior Fund Accountant with 3‑6 years of public audit experience with financial services clients. The ideal candidate will have a CPA, strong technical accounting skills, and a minimum 3.2 GPA from a top...Full time- Artisan Partners is seeking a Senior Fund Accountant to join its collaborative operations team in Chicago. You will oversee accounting and fee mechanics for private funds, interpreting governing documents and validating fund economics across alternatives including equities...
- ...Trust Capital Management L.P. seeks a finance professional to support fund accounting, reporting, and investor communications. You will... ...to maintain books and records, ensure timely US GAAP financial reporting, and assist in audits. The role requires a Bachelor’s...
$134.28k - $164.12k
...serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe... ...Managers are viewed as trusted advisors and we work with our clients to... ...identify sales opportunities. Coordinate interdepartmental meetings to...Full timeWork at officeLocal areaRemote workFlexible hours3 days per week$77.9k - $153k
...purpose, structure and pricing. Partners with support staff to ensure the loan origination... ...the implications of new information or events and recommends solutions using decisions... .... Understands data, metrics and/or financial information, and how they tie to client...Work experience placement$50k - $75k
...Tuition and Financial Aid Coordinator Mother McAuley Liberal Arts High School, sponsored by the Mercy Education System of the Americas, is a Catholic college preparatory, all-girls high school, located on the southwest side of Chicago. With a balanced vision of academic...- ...Senior Mortgage Advisor Our client is an independent mortgage banker, seeking a Senior Mortgage Advisor to expand the five county market. The successful candidate will partner with the company's regional leadership that has successfully delivered captive lending solutions...
$23.51 - $29.38 per hour
Loyola Marymount University is seeking a knowledgeable individual for an administrative support role in their Financial Aid Office. Responsibilities include advising students on financial aid programs, ensuring superior customer service, and maintaining social media communications...Hourly payWork at office- ...Officer within its Mortgage organization. Based in Chicago, IL, you will recommend loan solutions, manage client relationships, and coordinate with internal and external stakeholders to complete mortgage transactions while ensuring compliance with lending guidelines. The...
$100k
...connections and relationships within the mortgage, real estate, and financial industries. ~ Strong interpersonal and communication... ...~ Catered lunches on in-office days ~ Commuter benefits ~ Regular team building events, including quarterly offsites...Full timeWork at officeFlexible hours$30.8k - $43.6k
...member and processing to facilitate a smooth and timely member experience to ensure member satisfaction and expectations are met. Supports the Credit Union's relationship culture through on-going customer contact, quality customer service and superior product knowledge...Full timeTemporary workPart timeWork from home3 days per week- ...Mortgage Loan Officer The Mortgage Loan Officer will use their skills to present and sell beneficial financial solutions to clients in their region. This role offers full benefits, including 401k and pension. Responsibilities: Overcome client's objections...
- MSU Federal Credit Union in Chicago is seeking an experienced Home Loan Officer to originate mortgage and home equity applications, conduct thorough member interviews, and guide members through product terms that fit their needs. You will collaborate with an experienced...
$92k - $120k
Role OverviewThe Senior Financial Analyst partners with business leaders to drive financial planning, performance insights, and data-driven... ..., products, pricing, and revenue to improve profitability and support growth.Hybrid role based out of the Chicago office. Monday -...Work at officeLocal area$125k
...expense analysis is key to this role. Key support contact for the company's fund board... ...to prepare and issue the funds’ financial statements and other regulatory filings,... ...board members for review and approval. Coordinate effectively with teams across the firm in...
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