Operations Specialist | Northbrook, Illinois

Reference Number: HRJ7297
Location: Northbrook, Illinois

Judson Group has partnered with a growing, well-respected $2B RIA in Northbrook in the search for an Operations Specialist. The Operations Specialist is responsible for supporting the operational and technology needs of the firm. The ideal candidate has previous financial services experience, including familiarity with CRM, portfolio accounting and reporting systems, technology platforms, and all other operational functions.

This is a fantastic opportunity for a highly motivated professional to join a growing firm that offers a strong growth path, working closely with the firm’s C-suite leadership to increase efficiencies for the firm. A candidate that has strong Excel skills and an interest in technology implementation will be the best fit for this team.


  • Perform routine data quality assurance procedures across various resources including CRM, portfolio accounting and reporting systems
  • Responsible for processing all fund transfers and new account setup
  • Aid in the creation, maintenance, and monitoring of operational workflows
  • Responsible for developing a strong knowledge of the firm’s software packages and technologies
  • Play a vital role in the firm’s reporting needs
  • Ability to improve operational efficiencies and best practices
  • Work with CCO to take over compliance duties
  • Responsible for front end functions including manning phones, office operations, and marketing
  • This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary


  • Bachelor’s Degree required; business related degree highly preferred
  • Previous financial services/wealth management experience preferred
  • Mastery of Excel required
  • Strong organizational skills and attention to detail
  • Strong communication, interpersonal, and problem-solving skills
  • Strong proficiency in all Microsoft Office programs

Compensation: Competitive base salary, bonus, and benefits

Location: Northbrook, Illinois

Reference Number: HRJ7297