Accounting/Office Administrator

Wealth Management

Work Life Balance and Summer Fridays

Our successful wealth management office located in Chicago’s most iconic building is seeking an Accounting/Office Administrator professional. This position provides exposure to investments, estate planning, personal financial planning, accounting and more.

Responsibilities include:

· Organization of legal, investment bank and tax documents

· Managing accounts payable

· Monitoring capital calls, and distribution for private investments

Requirements:

· Bachelor’s degree in accounting preferred

· Strong technology skills, meticulous and QuickBooks required

Next Steps:

Looking forward to hearing from you! Please send resume to: joel@cmcconsult.com