Financial Associate Salary in Illinois, USA

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)    Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewPromote from within cultureWhy join this team? We employ approximately 300 associates and are responsible for more than $25+ billion of client assetsStrong track record of valuing and investing in existing talent by providing opportunities for growth and advancementWe hold ourselves to the highest standard of service and integrity in the industryWe have a strong reputation for quality service and impeccable ethicsWhat You Will DoFinancial Associate will support one Financial Advisor who covers multiple Wintrust Bank locations throughout Chicago's North/Northwest neighborhoods. The primary location will be Ravenswood.Self-motivated team player who will oversee and ensure timely and accurate distribution of all deliverables and is able to work independently.Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clientsFacilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities.Schedule and manage client reviews.  Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.  Enter and maintain CRM notes as directed.Ensure the Financial Advisor is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Order supplies, keep marketing materials up to date, and keep the office running smoothly. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system. Cultivate a service environment targeted towards enhancing the client experience.Participate in monthly Financial Associate calls/meetings.Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.Qualifications3+ years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word, Excel, and Outlook;  knowledge of Salesforce desirableFINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to startRelationship management skillsA thorough understanding of a client service environmentE.O.EFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target company's reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group Bachelor's or Master's degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.One of the largest and most established Chicago-based wealth management firms, Wintrust Investments, LLC, seeks a Financial Associate professional to join our sales team to provide sales and administrative support for our Financial Advisor located in Arlington Heights, Illinois.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and discretionary or incentive bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhy join this team? We have a culture that encourages an entrepreneurial spiritWe offer multiple opportunities for development and upward mobilityJob Description SummaryAs a Wintrust Wealth Management Financial Associate, you will be supporting our Financial Advisor in the Wintrust Arlington Heights location. What You’ll DoHelp in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clientsFacilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, and generate various performance and activity reports, along with other operational activities.Schedule and manage client reviews.  Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.  Enter and maintain CRM notes as directed.Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for the team in the Salesforce system. Cultivate a service environment targeted towards enhancing the client experience Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.Knowledge/Skills/Background/Experience3+ years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word, Excel, and Outlook; knowledge of First Clearing system and Salesforce desirableFINRA Series 7 and 66 licenses and Illinois Insurance License requiredRelationship management skillsBenefitsMedical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

DepartmentCSL Bursar: Student Financial Services ManagementAbout the DepartmentThe University of Chicago is one of the nation's leading institutions of higher education and research. Campus and Student Life (CSL) is a division comprised of 20 departments that serve the University's 5,000 undergraduate and 10,000 graduate and professional school students, as well as the campus community more broadly. CSL is importantly charged with the dual task of supporting all students in the University and managing multiple campus departments and services that serve the entire campus community. CSL's programs and services focus on supporting student academic success, providing opportunities for personal growth and leadership development, developing community and engagement through the residential housing and dining program, and in areas such as artistic expression, community service, spiritual exploration, and athletic competition. The University of Chicago is in the Hyde Park/South Kenwood neighborhood, a racially and economically diverse residential community of 43,000 people on the shores of Lake Michigan, about fifteen minutes south of downtown Chicago. Campus and Student Life (CSL) provides programs and services to all members of the University of Chicago community in all aspects of life outside the classroom, through enriching the lives of our students, staff and faculty members and contributing to a vibrant, collaborative, and diverse campus community that inspires excellence. CSL comprises 20 offices, which house, feed, support, counsel, and provide engagement opportunities for our students and University community members. CSL has a talented team of more than 350 staff members, all of whom are dedicated to ensuring that members of our university community, particularly our students, are poised for academic, personal, and professional success.Job SummaryThe Associate Director of Service Operations and Receivables reports to the Senior Director of Student Financial Services and provides operational guidance and project management support to the service and receivables team in the Office of the University Bursar. The Associate Director of Service Operations and Receivables will directly oversee all aspects of the student account receivable lifecycle from outreach and orientation, service resolution and receivable resolution. The Associate Director of Service Operations and Receivables will ensure a compliant and high-quality service experience while assisting in maintaining a balanced level of receivables for all University programs. The Associate Director will assess the operating environment and recommend changes to current policy and procedures to allow for more effective and efficient service delivery and student account resolution.ResponsibilitiesManage six employees that track operational, transactional, performance, and compliance reporting to provide reports to leadership.Assist in developing and implementing plans and goals for the department.Analyze, coordinate, and supervise daily service operations and report status to leadership.Utilize best practices to execute organization's operational and overall strategic plan.Develop Financial Education outreach and programming for students and relevant constituencies.Provide servicing metrics analysis and recommend solutions for problem resolution.Create, monitor, and evaluate reports to promote student successful receivable management for current students and collection accounts.Maintain, revise and update service guidelines and policies.Develop, execute, and manage community events for staff and our external constituencies.Monitor and retain industry news through proactive professional development.Implement systems of sustained continuous improvement. Review and update established business processes and metrics.Develop and establish performance goals, allocate resources, and assess policies for direct subordinates.Performs other related work as needed.Minimum QualificationsEducation:Minimum requirements include a college or university degree in related field.---Work Experience:Minimum requirements include knowledge and skills developed through 7+ years of work experience in a related job discipline.---Certifications:---Preferred QualificationsEducation:Advanced degree.Experience:Knowledge of higher education institution and related work experience with student accounts.Technical Skills or Knowledge:Ability to manage sensitive student account situations to a satisfactory outcome. Proven independent leader with excellent communication and organizational skills.Knowledge of student information systems and interface and workflow development.Knowledge of student financial account information and data. Knowledge of federal student/student aid regulations and guidelines.Working knowledge of Microsoft Office.Supervising, supporting and developing a large team.Preferred CompetenciesStrong organizational skills and attention to detail.Excellent written and oral communication skills.Strategic thinking skills to address complex problems.Strong ability to manage multiple competing priorities.Ability to work independently and as part of a team.Demonstrated ability to handle sensitive information, exercise discretion, and maintain confidentiality.Ability to operate in a fast-paced environment and manage ambiguity.Proficiency using Microsoft Excel for data analysis and visualization.Directly related student financial services experience in a student financials environment.Demonstrated ability to manage external/internal relationships independently.Working ConditionsFast-paced office environment.Sitting at a computer for 6-7 hours.Periodic travel to campus locations.Standing for periods of time when supporting events.Remote/hybrid work.Application DocumentsResume/CV (required)Cover Letter (required)Reference Contact Information (3) (required)When applying, the document(s) MUSTbe uploaded via the My Experience page, in the section titled Application Documents of the application.Job FamilyCustomer Service & SalesRole ImpactPeople ManagerFLSA StatusExemptPay FrequencyMonthlyScheduled Weekly Hours37.5Benefits EligibleYesDrug Test RequiredNoHealth Screen RequiredNoMotor Vehicle Record Inquiry RequiredNoPosting StatementThe University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, national or ethnic origin, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.All offers of employment are contingent upon a background check that includes a review of conviction history. A conviction does not automatically preclude University employment. Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at:http://securityreport.uchicago.edu.Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.

Job SummaryDevelop, recommend, and implements financial policies and procedures related to Department/Bureau finances at-large. Responsible for complex and critical elements of determining, implementing, and reviewing the Bureau/Department budgetary requests and grant management. Lead entry-level managers and supervisors and provide strategic leadership. Provide leadership regarding the administration, acquisition, and researching of Federal and State-funded programs, laws, rules, regulations, and applicable guidelines. Work with leadership to determine department wide budgets and provide concise and timely information for presentation and review for the annual budget. Responsible for the compilation, analysis, and presentation of annual budget, including review of cash flow projections in addition to assisting with the tracking and preparing of financial reports.This position is Actively Recruited and At-Will. Minimum Qualifications Graduation from an accredited college or university with a Bachelor's Degree or higher in Accounting, Finance, or a directly related field is required. Six (6) years of experience in budget, finance, accounting, or directly related experience is required. Four (4) years of previous management or supervisory experience is required. Candidates who are contacted will be required to produce original required documents (e.g., current driver's license, diploma, school transcript, certifications, etc.) listed on the Notice of Job Opportunity within five (5) days of being extended an offer, in writing, by the Bureau Chief of BHR (or designee). Candidates will be notified of how to submit required documents. *Degrees awarded outside of the United States with the exception of those awarded in one of the United States territories and Canada, must be credentialed by the World Education Services (WES), Educational Credential Evaluators (ECE) or a National Association of Credential Evaluation (NACES) member organization. KNOWLEDGE, SKILLS, ABILITIES AND OTHER CHARACTERISTICS Ability to provide strategic leadership, insight, support, and direction to support the unit's mission and goals. Ability to solve complex problems that have long-term impact on the unit and organization. Ability to implement the strategic vision of a department or organization-wide function. Ability to implement plans and objectives, and oversee the efficiency and performance of specific processes and operations. Knowledge of procedures for financial planning and development of budgets with the availability to maintain reliable and accurate controls over rate of expenditure of funds. Ability to create and manage operating and financial processes, meet deadlines, and achieve results with available resources. Knowledge of Enterprise Resource Planning (ERP) or other financial systems-based products. Excellent oral and written communication skills. Excellent data analysis skills coupled with the ability to review and evaluate financial/budget figures .The duties listed are not set forth for purposes of limiting the assignment of work. They are not to be construed as a complete list of the many duties normally to be performed under a job title or those to be performed temporarily outside an employee's normal line of work. VETERAN'S PREFERENCE When applying for employment with Cook County Government, preference is given in the application process to honorably discharged Veterans who have served in the Armed Forces of the United States for more than 180 consecutive days, or during War Time. To take advantage of this preference a Veteran must: MEET THE MINIMUM QUALIFICATIONS FOR THE POSITION. IDENTIFY THEMSELVES AS A VETERAN ON THEIR EMPLOYMENT APPLICATION BY ANSWERING YES TO THE QUESTION "Are you a military veteran?" ATTACH A COPY OF THEIR DD 214, DD 215 or NGB 22 (NOTICE OF SEPARATION) AT TIME OF APPLICATION FILING. IF YOU HAVE MULTIPLE DD 214S, 215S, OR NGB 22S, PLEASE SUBMIT THE ONE WITH THE LATEST DATE. COAST GUARD MUST SUBMIT A CERTIFIED COPY OF THE MILITARY SEPARATION FROM EITHER THE DEPARTMENT OF TRANSPORTATION (BEFORE 911) OR THE DEPARTMENT OF HOMELAND SECURITY (AFTER 911). The Cook County Department of Veterans Affairs can assist you with obtaining a certified DD214 and having it recorded for you at no charge. Please contact [email protected] VETERAN MUST PROVIDE ORIGINAL APPLICABLE DISCHARGE PAPERS AT TIME OF INTERVIEW. Benefits Package Medical, Dental, and Vision Coverage Basic Term Life Insurance Pension Plan and Deferred Compensation Program Employee Assistance Program Paid Holidays, Vacation, and Sick Time You May Qualify for the Public Service Loan Forgiveness Program (PSLF) For further information on our excellent benefits package, please click on the following link:http://www.cookcountyrisk.com/The County has a hybrid work environment which allows employees telecommuting and flexible scheduling options. *This position requires successful completion of post-offer tests, which may include a background check, drug screen and medical examination. Falsification of any information in the application process will result in disqualification, dismissal after hire, and/or placement on the County's Ineligible for Rehire List for a period of two (2) or five (5) years. For current County employees, such falsification may result in discipline, up to and including termination, and placement on the County's Ineligible for Rehire List for a period of two (2) or five (5) years. See Cook County Code of Ordinances, Article II, Sections 44-54 Unlawful Practices Relating to Employees and Employment - Penalty , 44-56 Political Discrimination ; Cook County Employment Plan, Section V.N. Pre-Interview License and Certification Verification ; Supplemental Policy No. 2014-2.13 Ineligible for Rehire List ; and Cook County Personnel Rules 3.3(b) (7) (d) EEO Statement Cook County Government is an Equal Employment Opportunity ("EEO") employer. Cook County prohibits illegal discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to race, color, sex, age, religion, disability, national origin, ancestry, sexual orientation, marital status, parental status, source of income, housing status, military service or discharge status, gender identity, genetic information, or any other protected category established by law, statute or ordinance as further defined in Chapter 44. Human Resources, Article II. Personnel Polices, Section 44-53 of the Cook County Code of Ordinances and Chapter 42. Human Relations, Article II. Human Rights, Section 42-35 of the Cook County Code of Ordinances. NOTE: As an internal candidate, should you be offered the position, salary allocations shall abide by the Cook County Personnel Rules. *Must be legally authorized to work in the United States without sponsorship. Social Media Disclaimer The County's hiring process is governed by the Cook County Employment Plan which prohibits employment actions from being influenced by any Political Reasons or Factors for Non-Exempt Positions. The advertisement of this position by any individual does not constitute an offer or promise of employment, promotion, or any other employment action and shall not influence the County's hiring decision. Cook County officials and employees who become aware of or receive a complaint that involves an allegation of Political Reasons or Factors being considered in the hiring process of Non-Exempt positions are obligated to refer the complaint to the Cook County - Office of the Inspector General. If the Cook County Inspector General sustains allegations of Political Reasons or Factors being considered, Cook County will disqualify the Applicant or Candidate from consideration for employment and disciplinary action will be imposed on any involved Cook County employees, if applicable.

Compensation & Benefits- $90-110K base salary plus $8-15K additional bonus and "on-call" compensationOur client is a mission-driven women-owned fee-only financial planning practice who is looking for a CERTIFIED FINANCIAL PLANNER™ to manage day-to-day client service. When we say this business owner is the best of the best, we are not exaggerating! Her team has a long tenure and care deeply about the clients and community they serve.In this role, you'll play a pivotal part in ensuring the smooth operation during our busy "Surge Months" while maintaining a high quality client experience during our slower seasons. The AFA will be responsible for proactive client meeting preparation, follow-up, and technical client minutiae. We're looking for someone who will embody our down-to-earth culture with a focus on accountability and inclusivity as we help our niche of women, POC, and LGBTQIA+ clients who are self-employed or earn equity compensation.ResponsibilitiesPrepare agendas, recommendations, and supporting materials for client meetings.Facilitate meeting wrap-up, including implementing action items, processing new business, and executing trades.Manage Financial Planning processes and preparation within the practice.Provide investment analysis and recommendations utilizing our model portfolios.Conduct Cash Flow Assessment analysis.Communicate recommendations to Financial Advisor for client meetings and e-mail check-ins.Prepare reports and materials for client meetings, both in-person and virtual.Obtain, track, and analyze client data.Attend to client requests promptly, replying within 24 business hours.Track and coordinate updates of information within our CRM system.ExpectationsDetail-oriented with excellent time management skills.Excellent organizational skills.Clear communication with team members.Expertise in financial planning advice.Ability to develop and maintain written systems and processes.Quick learner who communicates needs for additional help or training.Ability to anticipate outcomes.Track personal ongoing and ad hoc tasks.Ability to work independently and be a self-starter.Proactive approach towards servicing clients.Requirements3+ years of experience in the industryCFP® certificationExcellent organizational and time management skills.Strong work ethic.Ability to be flexible and adapt to new situations.Extraordinary client service orientation.Ability to handle multiple tasks and operate on tight deadlines.Technical Experience (a plus)Redtail CRMeMoneySlackSchwab Advisor CenterMorningstar Office and TRXPulse 360KnudgeMonarch MoneyYourStakeCompensation & Benefits$90-110K base salary plus $8-15K additional bonus and "on-call" compensation4 Day Work Week (outside of Surge season)Employer paid Health InsuranceEmployer paid Life and Disability InsuranceStudent Loan MatchingEmployer-sponsored 529 with match401k with match and profit-sharing contributionsDependent Care Monthly BenefitUnlimited PTOPaid Sabbatical at 5 years4 months of Paid Family LeaveEmployer paid continuing education and certifications/licenses.Additional "perks" including cell phone reimbursement, business casual dress code, company-provided lunches and snacks, individual office thermostats, and more!

DESCRIPTIONWork Address: 325 E Palatine Road, Arlington Heights, IL, 60004 Pay Rate: $16.30 per hourAvailability Requirements:Flex-Time: Shifts range from 0-19 hours a week on average. You must have availability for a minimum of 2 weekdays between Monday-Friday, and at least 1 weekend day between Saturday-Sunday. Shifts will typically range from 4-6 hours. You may be pre-scheduled for 8 hours a week, but have the ability to pick up additional shifts based on your availability and business need once hired. To provide you with a predictable work schedule, we strive to post work schedules at least 14 days in advance.Shifts are between 4 a.m. and 12 a.m. and may be up to 8 hours longJob ResponsibilitiesAs an Amazon Fresh Grocery Associate, your primary responsibility is to deliver an extraordinary grocery shopping experience for our customers. We’re seeking individuals who have a passion for customer service, a desire to continuously learn, and are comfortable working in a fast-paced environment. Your daily tasks will vary based on store needs, but some of your responsibilities may include: Customer Engagement: Greet customers, engage in friendly conversations, and ask about their shopping needsProduct Knowledge: Offer customers product recommendations and provide information to help them make product-related decisionsCheckout Operations: Use cash register to ring up customer transactions and assist customers in self-service checkout lanesReturn Processing: Receive and process in-store and Amazon.com returnsFresh Food Preparation: Prepare fresh food items such as cold salads, pizzas, rotisserie chickens, and sandwichesStore Presentation: Stock shelves and produce, set up merchandise displays, and maintain a cleanly sales floorInventory Management: Unload product deliveries and organize stockroomOrder Fulfillment: Pick items to fulfill customer grocery orders for pickup and delivery BenefitsEligible employees have access to the following benefits on the first day of employment.Healthcare (medical, dental, vision, prescription drugs)Financial benefits including 401(k) and life insuranceWage paid weekly with access to receive up to 75% of your pay at any timePaid time off (PTO)Employee discountsEmployee Assistance Program and resources to support health & well-beingOn-the-job training and skills developmentTuition assistance to help you meet your educational goalsAccess to employee affinity groups including Asians at Amazon, Black Employee Network, Families at Amazon, Glamazon, Latinos at Amazon, Warriors at Amazon, Women at Amazon, and more. Visit hiring.amazon.com/why-amazon/benefits#/ to learn more about Amazon benefits and culture. RequirementsMust be at least 18 years of ageAbility to understand and perform your duties safely in EnglishBASIC QUALIFICATIONSMust have a high school or equivalent diplomaPREFERRED QUALIFICATIONS1+ year of customer service experience Working ConditionsMust be able to lift up to 49 lbsMust be able to stand and/or walk for duration of shift (up to 8 hours) About Amazon FreshAmazon Fresh grocery stores are a one-stop shop where customers can find friendly service, great value, and ultimate convenience. We offer a wide selection of national brands, fresh foods, and high-quality produce, meat, and seafood at unbeatable prices. Our innovative in-store technology makes shopping more convenient by enabling customers to skip the checkout line and effortlessly navigate our aisles. Amazon is an Equal Opportunity EmployerAmazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, visit https://www.amazon.jobs/en/disability/us​. We encourage applications from candidates who are returning to the workforce, have military experience, are seniors, or do not have a college degree.Note: This job description provides a general summary of essential responsibilities for the position and is not an exhaustive list. Duties may differ based on business conditions, or departmental or geographic location. Eligibility requirements apply to some benefits and may depend on job classification and length of employment. Benefits are subject to change and may be subject to specific plan or program terms.Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $15.25 /hr in our lowest geographic market, up to $21.50 /hr in our highest geographic market. Pay is based on a number of factors, including market location, and may vary depending on job-related knowledge, skills, and experience.

Job Summary:This position directs a team of finance/accounting professionals driving financial reporting and strategic planning processes for the UIC MSP. The MSP prepares financial statements, including clinical patient revenue & related contractual allowances, for the Clinical Departments, the regional campuses of Rockford and Peoria, the Dean’s office and MSP related entities/groups on a monthly basis. The Associate Director leads the monthly and annual reporting, reviewing, and analysis of patient profee revenue, as well as coordinates related annual audits, both internal and external. Responsible for monthly account entries related to the financial closes, review and analysis of reported data, and coordination with EPIC reports. Coordination of all components related to the publication of the Monthly Operating Review (MOR) for the MSP is an essential component of this role.Job Responsibilities:Accounting of patient revenue• Coordinate all components of the monthly revenue activity related to patient clinical revenue• Manage and coordinate preparation and responsiveness for corresponding compliance audits that occur, whether for internal or external audits, related to patient revenue.• Benchmark accounting and reimbursement performance versus peers, and recommend policies and procedures for superior financial results.Reimbursement reporting and analysis• Coordinate the monthly computation of contractual allowances and bad debt for the net patient revenue reporting.• Analyze and apply the zero-based AR reporting from EPIC to ensure contractual allowances are accurate and appropriate representation of accrued net patient revenue.• Full responsibility for the generating of the Monthly Operating Revenue (MOR) packet, synopsizing MSP financial & reimbursement activity for Leadership.• Supports, trains, and assists Finance Director in the management of accounting team, as well as process improvement initiatives, including the preparation and updating process/procedure manuals.• Work and consult with colleges, schools and administrative units regarding accounting & reimbursement needs, apply judgment and analytical techniques to evaluate appropriate distributions of revenue, contractual and bad debt allowances and other expenses.• Reconcile patient accounts receivables.• Analyze and monitor Medicaid Supplemental Payments (Enhanced Medicaid Dollars) for appropriate distribution and adjustment of accrued.• Oversee bank reconciliation(s) for all above mentioned entities.• Perform other related duties and participate in special projects as assigned.Job Knowledge, Skills, Education, and Experience:A minimum of a Bachelor's Degree in a related Healthcare field, Business Administration, Finance or Accounting required.A minimum of five years of directly related experience in an institution of higher learning, a campus environment or other complex organization (i.e. education, business, hospital type complex).Healthcare financial experience, particularly in physician services, preferably in Academic setting.Substantial understanding of contractual allowance & bad debt computations for accrual based reserves, utilizing zero-based AR reports, for large ($500+ million) medical groups.Experience preparing monthly financial entries utilizing EPIC output files, report running & data extraction.Proficient with systems: EPIC, Banner software, healthcare banking relationships, University Security applications and related software and other database products, Access, Excel, PowerPoint & Word.Excellent analytical, communication and presentation skills.Must be able to work effectively with all levels of executive management and personnel, both internally and externally, both independently on assigned duties and projects, as well as part of the leadership team.The University of Illinois Chicago is an affirmative action, equal opportunity employer that has a strong institutional commitment to the principle of diversity and is particularly interested in receiving applications from a broad spectrum of people. We are committed to equal employment opportunities regardless of sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.The University of Illinois System is an equal opportunity employer, including but not limited to disability and/or veteran status, and complies with all applicable state and federal employment mandates. Please visit Required Employment Notices and Posters to view our non-discrimination statement and find additional information about required background checks, sexual harassment/misconduct disclosures, COVID-19 vaccination requirement, and employment

Client Service AssociateRiverpoint Wealth Management is a boutique financial planning firm serving high-net-worth clients. We are an independently owned and nationally registered investment advisory (RIA) firm. Riverpoint specializes in comprehensive planning including investments, insurance, taxes, and estate planning. We are looking for a highly motivated, detail oriented individual to join our team.Responsibilities include:Assist Advisors in preparing client materials for meetings.Participate in client meetings.Help generate financial plans and investment reports for clients.Respond to requests by clients for information or services needed.Develop tracking systems for client tasks that need to be completed.Conduct investment research, performance reporting, and monitoring of current investments.Skills & Competencies:Excellent verbal and written communication skills.Customer service oriented/Demonstrate a client-first attitude.Actively work to meet and anticipate the needs of the Advisors and their clients.Assist with all facets of new client onboarding process including opening accounts, client paperwork and online access.Manage client relationship management (CRM) records by maintaining client profiles, information, and activities.Serve as a liaison between client, custodian, investment managers, and any third parties.Troubleshoot client issues.Support the preparation of client presentations and other meeting materials.Work well under pressure and time constraints.Work independently to complete tasks in a timely and efficient manner while maintaining accuracy and attention to detail.Be organized, detail-oriented, and able to multitask and prioritize workflow in a changing work environment,Qualifications: Bachelor's DegreeMinimum 2 years experience in financial services/investment management industry.CFP® designation preferred or expected to be obtained within 12 months of employment.Proficiency in business correspondence Knowledge of financial planning and investments.Experience with MS Office, CRM software, and Dropbox.Benefits:Competitive compensation based on experience.Benefits included retirement account with matching, 100% paid health insurance for employee, disability insurance, and paid time off.This position is hybrid - remote/downtown Chicago office located on Wacker and Adams 60606.Why Riverpoint Wealth Management?Joining Riverpoint Wealth Management means becoming part of a team dedicated to excellence and personalized client service. We offer a collaborative and supportive work environment where your contributions are valued and your professional growth is encouraged. If you are passionate about financial planning and client service, we invite you to apply and become part of our success story.

Zurich North America is currently hiring a Reinsurance Financial Associate on the team responsible for the accounting and billing of facultative loss recoveries for Zurich's Group Reinsurance function (a global function). This position will report to the Manager of the Facultative Loss Team. Qualified individuals in the Schaumburg area will be on a hybrid schedule reporting to the Schaumburg North America HQ. Qualified individuals outside of the Schaumburg area will be on a fully remote schedule. You will collaborate with your manager to set a schedule that supports you, your customers, and the team.The Reinsurance Financial Associate position key responsibilities are Facultative Loss reinsurance booking and billing as well as accounting for facultative loss of business. The position also analyzes basic reinsurance contracts, identifies, and codes reinsurance, handles reinsurance claims of low complexity, performs basic to intermediate reinsurance accounting transactions and financial reporting ensuring compliance with terms and conditions of the reinsurance agreements and department standards. Responsibilities: Identify, calculate, record, report and settle premium and loss reinsurance in relation to contract terms and department standards. Includes handling and collection of reinsurance claims of basic to moderate complexity Reconcile basic to moderate detail reinsurance related activity, identify issues, coordinate resolution, and take corrective actions as directed. Update financial and underwriting and/or claim systems, accordingly Prepare and analyze internal and external reports in accordance with regulatory and/or departmental guidelines. Analysis includes reviewing for trends, anomalies, and reconciliation to key data sources Reviewing reinsurance contracts and determining if reinsurance needs to be booked, coding claims, posting receivables Invoicing, attending collections calls, applying cash Lead relationship and communication with internal Zurich business partners and external reinsurance customers within area of responsibility, including timely response to all external inquiries as prescribed by department standards Provide ongoing work-flow status, risk assessment and issue insight to Group Reinsurance management and internal and external stakeholders Responds to basic internal and external audit inquiries and supports on-site reinsurance audits. Documentation of procedures for assigned accounts and tasks Basic Qualifications: Bachelor's degree and no prior experience required in the Reinsurance area OR High School Diploma or Equivalent and 2 or more years of experience in the Reinsurance area Preferred Qualifications: Insurance industry experience Knowledge of reinsurance contracts Knowledge of reinsurance accounting Knowledge of reinsurance claim recoverable process and link to direct claim processing Intermediate level Microsoft Office skills experience (Excel, Word, Outlook, etc) Compensation for roles at Zurich varies depending on a wide array of factors including but not limited to the specific office location, role, skill set, and level of experience. As required by local law, Zurich provides in good faith a reasonable range of compensation for roles. For additional information about our Total Rewards, click here. Other rewards may include short term incentive bonuses and merit increases. Candidates with salary expectations outside of the range are encouraged to apply, and will be considered based on experience, skill, and education. The salary provided is a nationwide market range and has not been adjusted for the applicable geographic differential associated with the location where the position may be filled. The starting salary range for this position is $53,200.00 - $85,600.00.As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time (https://www.zurichna.com/careers/faq). A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - Schaumburg, AM - Remote Work (US)Remote Working: HybridSchedule: Full TimeEmployment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-MM1