Careers

Become a member of a growing, dynamic team of professionals and make an impact on the future of the financial services industry.

Officer Manager

Chicago, IL

 

GeoWealth is a financial technology and turnkey asset management platform (TAMP) that delivers a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry. We are currently searching for an Office Manager to join our rapidly growing team in Chicago.

KEY DAY-TO-DAY RESPONSIBILITIES:

Human Resources & Office Management

  • Employee onboarding
  • Employee benefits management
  • Primary office contact (Lease, IT, Vendor Relationships, etc.)
  • Act as support/liaison in recruiting for department head
  • Internal company event planning & coordination
  • Responsible for managing front desk (greeting visitors, answering phone, etc.)
  • General office organization
  • Prospect & client event planning and coordination

Finance, Accounting, & Executive Assistant

  • Holdings Company Liaison, which relates to the following responsibilities:
  • Travel & expense program management
  • Vendor & contract management
  • Invoice management (AR/AP)
  • Benefit coordination

Compliance Assistant:

  • Assist with administration of GeoWealth Compliance Program as directed by Chief Compliance Officer
  • Special compliance projects as necessary

REQUIRED SKILLS AND EXPERIENCE:

  • Experience in financial services is preferred (1-2 years of experience)
  • Extreme attention to detail and a proven high level of accuracy in work product
  • Exemplary problem-solving and organizational skills
  • Communication skills: strong interpersonal, verbal, and written communication skills
  • Knowledge of Microsoft Office applications. Proficiency in Excel strongly preferred
  • Responsibility and initiative: ability to work independently in an efficient and reliable manner

INCLUDE IN YOUR APPLICATION: resume, first name, last name, email address, phone number, position name.

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.

Perks & Benefits

Competitive Salary and Bonuses

We strive to attract top talent and offer competitive salaries with performance-based bonuses

Frequent Team Outings

We make time to unwind and recharge with team happy hours and volunteering events

Flexible PTO and Work Schedule

We value work/life balance and empower employees to manage their own time

Convenient Office Location and On-site Gym

Our brand-new office is located in River North near public transit and has a free on-site gym

Medical, Dental, and Vision Insurance

We offer comprehensive health, dental, and vision benefits

FSA and Transit Benefits

Employees can contribute pre-tax dollars to our FSA and transit program

Stocked Kitchen and Weekly Lunches

We keep a fully-stocked kitchen with snacks and drinks, plus catered lunches every week

401k With Company Match

We offer a 401(k) plan with company-match and a broad selection of investment options

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