Chicago, IL A Chicago based company providing household and money management for families in life transitions. They are looking to add a Community Relationship Manager to their team. Responsibilities include: develop and maintain relationships with potential referral sources in the community, log and track all marketing efforts maintaining regular and appropriate contact with referral sources, attend networking group meetings, go to client homes to conduct consultations with prospective clients, write action plans for new clients with information learned in inquiry call and consultation, and much more.
Chicago, IL A boutique public accounting firm is seeking a Tax Manager. Their unique firm services a wide range of clients including closely held family businesses of high net worth individuals. This position requires expertise in review of federal and state income tax returns, partnerships, LLCs, S Corporations, trusts, individual and a working knowledge of gift and estate taxes. Responsibilities of the Tax Manager also include tax planning, research, staff supervision and maintenance of client relationships. https://www.linkedin.com/jobs/cap/view/1421270535/?pathWildcard=1421270535&trk=job_capjs
Chicago, IL Our client is a well-established law firm with an array of legal services seeking a paralegal with 2-3 years of experience with a Family Law Background. Must be able to execute basic paralegal tasks, as well as facilitating the completion and verification of all parts of a Financial Affidavit in detail.
Chicago, IL Our client is a Nonprofit in the Chicagoland area seeking a Client Service Consultant (Investments). Responsibilities include working with all senior members of client service team to ensure the facilitation of client requests and all operational elements of portfolio management. Bachelor's degree in Finance, Accounting, or Economics required, as well as 3-5 years relevant experience in investment consulting.
Chicago, IL Our client, a wealth management firm in Chicago, is seeking an Office Administrator and Accounts Payable Coordinator to report directly to the CEO. The ideal candidate will be extremely detail oriented and is comfortable implementing and maintaining a paperless office and filing system.
Chicago, IL Seeking an undergraduate intern to assist with all aspects of recruiting. Responsibilities include identifying candidates through online job platforms, participating in interviews, conducting reference checks, etc. Business Administration or related field of study highly encouraged. The ideal candidate will be able to work 10 hours/week, ideally from June 2019-June 2020.
Chicago, IL Seeking an Executive Assistant to provide ongoing support for the client's Executive Vice President/General Counsel. Ideal candidates have substantial, successful Executive Assistant experience including work at a publicly held company. Responsibilities include providing administrative support with professionalism and accuracy, maintain executive's calendar by scheduling appointments, meetings, etc., manage email, and prepare correspondence, memoranda and reports. Apply on LinkedIn
Chicago, IL Our client is seeking a Trust Administrator who will assist the Vice President of Trust Services with administration of family trusts including irrevocable trusts, grantor retained annuity trusts, charitable trusts and life insurance trusts. The ideal candidate will have at least two or three years of trust administration experience and will thrive in this complex, fast-paced environment. The office is service-oriented, highly professional and takes pride in being a leader within the family office industry. This is an opportunity to join a sophisticated firm in a collaborative, closely knit industry. Apply on LinkedIn
Chicago, IL Our client is seeking a Senior Accountant to support a renowned, Chicago-based foundation with 3-5 years accounting experience. They will assist in financial analyses, general ledger, and special projects. The ideal candidate will have a minimum of an undergraduate degree with a CPA or equivalent experience and have experience with payroll tax returns and annual reporting requirements. Fantastic benefits including 14% pension match, paid health insurance, and a flexible work schedule. Apply on LinkedIn
Chicago, IL Established multi-generational prestigious Wealth Management firm in amazing, beautiful surroundings is seeking a Accounting Associate to join their sophisticated accounting team with multiple facets and exposure to complex business entities. This is an outstanding opportunity for an organized, meticulously detail-oriented, and confidential individual to be a part of a professional and dynamic organization where loyalty is rewarded. Excellent benefits and opportunity to learn and grow in this fantastic role. Apply on LinkedIn