NOW HIRING

Operations Analyst – Billing

CHICAGO, ILLINOIS

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FULL TIME, ON-SITE

OVERVIEW

GeoWealth is a leading investment advisory firm based in Chicago which provides a comprehensive and fully integrated wealth management technology platform coupled with best-in-class portfolio management solutions. Our next generation end-to-end advisor platform is modern and always evolving. Accessible through one interface, it provides a holistic solution, assisting Advisors with technology, investment, and back-office needs.

We are currently searching for an Operations Analyst specializing in Billing to join our growing team. The successful candidate will be a self-starter with a positive attitude and ability to be a team player.

ROLE & RESPONSIBILITIES

  • As a member of the Operations team, this role will be a strong contributor the GeoWealth billing team that calculates firm-level billing, platform billing, and money manager billing for advisors on the GeoWealth platform
  • Will assist back office team on projects such reporting, and onboarding new advisory firms and their clients and prospects
  • Effectively communicate with GeoWealth clients (RIAs) as needed

SKILLS, KNOWLEDGE AND EXPERIENCE

  • 3+ years of experience using enterprise billing software at a TAMP (Turnkey Asset Management Platform), RIA, or fintech firm
  • Extreme attention to detail and a proven high level of accuracy in work product
  • Experience in a fast-paced environment and ability to prioritize in order to meet tight deadlines
  • Exemplary problem-solving and organizational skills
  • Familiarity with ETFs, Equities, and Mutual Funds strongly preferred
  • Proficiency in Excel required
  • Bachelor’s Degree (Finance, Accounting, Business or Economics degree is a preferred)

COMPANY CULTURE AND PERKS – HIGHLIGHTS:

  • Casual work environment with fun, hard-working, and open-minded coworkers.
  • GeoWealth is an award-winning workplace and was named one of Built In’s 2024 Best Places to Work in Chicago
  • Competitive salary with opportunity for performance-based annual bonus
  • Medical, Dental, and Vision, Disability insurance
  • 401(k) with company match
  • FSA and transit benefits
  • Flexible PTO and work schedule
  • Hybrid work schedule, with three days in the office and two days working from home
  • Modern office space on Chicago’s Magnificent Mile with free on-site gym
  • Weekly catered lunches in the office, plus monthly happy hours
  • Stocked kitchen with snacks and drinks

GeoWealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any applicable federal, state or local law. Any offer of employment is contingent upon a background check.

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About Team GeoWealth

Meet Our Team

We are a growing, dynamic team seeking to make an impact on the future of the financial services industry. Headquartered in Chicago, GeoWealth represents 100+ passionate, advisor-focused fintech professionals.

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