Operations Coordinator

The OpportunityMesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. We are proud of our employee-owned culture, built on collaboration and shared success, empowering our professionals to develop meaningful relationships, pursue growth opportunities and make a lasting impact for our clients and communities. Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms.The Mesirow Fiduciary Solutions division provides fiduciary partnership, investment management, asset allocation, and guaranteed retirement income product allocation services to institutional clients in the financial services industry, primarily in the defined contribution space.Mesirow Fiduciary Solutions is seeking a detail-oriented and highly organized Operations Coordinator to support a variety of administrative and operational functions.Responsibilities:Client AgreementsVerify receipt of client agreementsReview agreements for completeness and accuracy based on criteria established by the teamTrack and maintain statuses of client agreementsWork with team on updating agreement templates as neededElectronically file and organize agreements and related documents to ensure accessibility and retentionClient Invoicing and BillingCalculate complex billing arrangements, including asset-based and flat-fee engagements with monthly, quarterly, annual, or other billing frequenciesPrepare, distribute, and track invoices in accordance with established billing schedulesMaintain accurate client assets, billing records, and supporting documentation for all client invoicesResearch and resolve billing discrepancies, invoice questions, and payment-related issues in a timely mannerWork with corporate accounting team as neededAdditional ResponsibilitiesSupport document collection, data entry, and record maintenance effortsComplete tasks with minimal supervision after trainingProvide frequent updates to supervisor on progressPerform other operational and administrative duties as assignedRequirements:Bachelor’s degree preferredAt least two years of experience performing administrative, operational, or clerical dutiesStrong attention to detailSuperior communication, organizational and time management skillsAbility to handle large volumes of files in an accurate and timely mannerBasic knowledge of Microsoft Office, including Excel, and Adobe is requiredWillingness to take on additional operational responsibilities as neededAbility to work onsite at our Chicago office, which adheres to a hybrid schedule.In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $ 60,000 and $ 80,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a performance based bonus and the Mesirow benefit program.EOEEqual Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.