We are looking for a dedicated Customer Service Representative to join our team in Chicago, Illinois. This is a Contract to permanent employment opportunity, offering an excellent chance for professionals who value reliability and growth. The role involves providing exceptional support to credit union members through inbound calls, ensuring their needs are met with empathy and efficiency.<br><br>Responsibilities:<br>• Handle inbound calls from credit union members, addressing inquiries related to account balances, products, and services.<br>• Provide compassionate and patient assistance, especially to elderly members seeking detailed support.<br>• Utilize multiple software systems, including Symitaur, Amazon Connect, Smart Sheets, and Orpheus, to manage member accounts and inquiries effectively.<br>• Deliver accurate information about credit union offerings while maintaining professionalism and clarity.<br>• Collaborate with team members to resolve complex issues and escalate cases when necessary.<br>• Adhere to a structured training schedule, including orientation and advanced onboarding sessions.<br>• Maintain reliability in attendance and meet expectations for working two Saturdays per month.<br>• Apply strong communication skills to foster positive member experiences and loyalty.<br>• Stay updated on credit union products and services to enhance knowledge and service quality.
We are looking for an experienced Customer Service Representative to join our team in Chicago, Illinois. In this role, you will provide excellent service to members by addressing their inquiries, resolving issues, and guiding them through processes with professionalism and care. This is a long-term contract position that offers the opportunity to work in a dynamic and impactful non-profit environment.<br><br>Responsibilities:<br>• Respond to inbound calls with empathy and efficiency, ensuring member satisfaction.<br>• Accurately update and maintain member information in the system.<br>• Provide detailed explanations of policies and procedures to members.<br>• Offer guidance on best practices and necessary documentation.<br>• Utilize SharePoint and web-based member databases for seamless data management.<br>• Collaborate with team members to address complex member concerns.<br>• Manage order entry tasks and ensure data accuracy.<br>• Communicate effectively with bilingual Spanish-speaking members, if applicable.<br>• Uphold professionalism, punctuality, and attention to detail.<br>• Perform additional customer service tasks as required.
We are looking for a dedicated and empathetic Customer Service Representative to join our team in Chicago, Illinois. In this Contract to permanent opportunity, you will play a pivotal role in supporting credit union members by handling inbound inquiries and providing exceptional service. This is an excellent opportunity for someone with strong communication skills and a passion for helping others in a fast-paced environment.<br><br>Responsibilities:<br>• Respond to inbound calls from credit union members, addressing inquiries related to account balances, products, and services.<br>• Provide patient and empathetic assistance, particularly to senior members, ensuring their needs are met with care.<br>• Utilize multiple software systems, including Symitaur, Amazon Connect, Smart Sheets, and Orpheus, to manage member accounts and resolve issues.<br>• Stay informed about the organization’s offerings to effectively guide members to appropriate solutions.<br>• Maintain a high level of accuracy and professionalism while handling sensitive financial information.<br>• Collaborate with team members to ensure seamless service delivery and meet performance goals.<br>• Adhere to attendance policies and uphold reliability standards.<br>• Participate in comprehensive training programs to develop technical skills and understanding of company procedures.<br>• Handle Saturday shifts twice a month, with a flexible schedule to ensure no more than 40 hours per week.<br>• Assist in managing increased call volumes resulting from organizational changes.
<p>A leading insurance provider is seeking a Customer Service (Producer Service) Representative for a fast-paced, onsite role. In this position, you will address escalated customer inquiries, support field sales agents, and deliver a positive, solution-oriented experience. This is an excellent opportunity to join a stable insurance industry leader with long-term growth potential.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle escalated producer and customer inquiries</li><li>Support sales agents with insurance product information and technical troubleshooting</li><li>Resolve new business, underwriting, claim, and compensation situations</li><li>Demonstrate professionalism, empathy, and strong communication skills</li><li>Meet quality and performance standards</li></ul><p><br></p>
<p>We are looking for a skilled Spanish-Speaking Customer Service Representative to join our team in Chicago, Illinois. This is a long-term contract position within the non-profit sector, offering an excellent opportunity to make a meaningful impact while utilizing your expertise in customer support. The ideal candidate will bring professionalism, attention to detail, and a commitment to delivering exceptional service in a dynamic and collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly and professionally to inbound member calls, providing clear and empathetic support.</p><p>• Record detailed notes and input accurate information into the organization's database systems.</p><p>• Educate members on policies, procedures, and next steps to ensure clarity and satisfaction.</p><p>• Provide recommendations on best practices and required documentation based on individual member inquiries.</p><p>• Utilize software tools such as SharePoint, web-based databases, and Microsoft Office Suite to manage tasks efficiently.</p><p>• Collaborate with team members to address complex member concerns and provide resolutions.</p><p>• Uphold strict attendance and professionalism standards to maintain excellent service delivery.</p><p>• Communicate effectively with Spanish-speaking members when required, ensuring their needs are met.</p><p>• Ensure compliance with organizational policies and procedures during all interactions.</p><p>• Handle additional assigned duties to support the overall operations of the customer service team.</p>
<p>We are looking for a dedicated Customer Service Representative to deliver exceptional customer support and ensure smooth communication between clients and the company. This position involves addressing inquiries, resolving complaints, and guiding customers through various services and solutions. As this is a long-term contract role, it offers stability and the opportunity to develop strong relationships while enhancing customer satisfaction.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly to customer inquiries through various channels, ensuring a positive and attentive experience.</p><p>• Handle and resolve customer complaints by identifying issues and offering suitable solutions.</p><p>• Maintain accurate records of customer interactions, including details of inquiries, complaints, and resolutions.</p><p>• Collaborate with team members to address complex issues and ensure seamless service.</p><p>• Educate customers on the company's products and services to enhance their understanding and usage.</p><p>• Manage order entry processes efficiently, ensuring accuracy and timeliness.</p><p>• Handle inbound and outbound calls, providing support and guidance to customers.</p><p>• Follow up with customers to ensure their issues are fully resolved and they are satisfied with the service.</p><p>• Demonstrate strong problem-solving skills to address customer challenges effectively.</p><p>• Maintain a high level of attention to detail and empathy in all customer interactions.</p><p>The hourly salary range for this position is $18.00 to $20.00. Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit Robert Half Benefits Website for more information.</p>
We are looking for a dedicated and bilingual Loyalty Services Representative to join our team in Chicago, Illinois. In this role, you will provide exceptional customer service and support to policyholders, ensuring their needs are met efficiently and effectively. This is a long-term contract position, offering a dynamic work environment and opportunities for growth and skill development.<br><br>Responsibilities:<br>• Deliver outstanding customer service to policyholders by addressing inquiries, resolving issues, and providing information about insurance products and services.<br>• Handle both inbound and outbound calls to assist customers with cancellation requests, review product benefits, and resolve service or claims-related concerns.<br>• Collect and process premium payments, including past-due amounts, and support additional areas such as claims intake, policy administration, billing, and agent servicing as needed.<br>• Maintain high-quality service standards by independently handling calls using tools and resources acquired during training.<br>• Accurately document and input data into multiple applications while ensuring compliance with organizational standards.<br>• Provide clear instructions and set expectations for policyholders regarding their policies and services.<br>• Consistently meet or exceed departmental performance metrics, including quality, handle time, and close rate.<br>• Exhibit strong teamwork and align with organizational objectives by supporting process improvements and sharing feedback with leadership.<br>• Conduct needs assessments to determine the best solutions for policyholders and assist in retaining their coverage.<br>• Perform additional duties as assigned to support the overall success of the team.
Bilingual candidates only Interview Process: WEBEX Job Hours: 7:30am-6:00pm CST- timeframe. Monday-Friday Job Schedule:5 days in office contract to hire : Yes Conversion permanent salary 46000 <br> JOB SUMMARY Often the first point of contact for customers the Loyalty Services Representative is responsible for addressing customer service concerns inquiries and activities. The Loyalty Services Specialist is responsible for retention and selling the value of Combined products and services. As a Loyalty Services Representative he/she is responsible for creating a positive customer experience through professionalism amicability and knowledge of Combineds products and systems. <br> RESPONSIBILITIES <br> - Provides routine information and support to Designated Customers such as Worksite Chubb Workplace Individual Policyholders and other lines of business administered by Combined Insurance. - Ability to sell the value and retain policyholders - Services customers via inbound and outbound calls to assist those that wish to cancel their existing insurance coverage by reviewing products benefits and/or solving service and claims issues. - Assists in the collection of current and past due premiums and may support additional call domains such as Claim Intake Policyholder/Policy administration billing/payments or Agent servicing on a as needed basis. - Ability to service 90 of calls independently using the tools and resources acquired in training and continued experience. - Collects documents and enters data from and into multiple applications. - Provides instructions and set expectations for policyholders - Consistently meets or exceeds expectations for departmental standards related to quality average handle time auxiliary time after call work close rate and other KPIs. - Exhibits and practices the Organizations Common Purposes and Shared Traits. - Understands organizational objectives supports process improvements and provides feedback to leadership. - Willingness to perform other duties as assigned. - Expected to be able work various shifts within 7:30 a.m. - 6:00 p.m. CDT timeframe. <br> SKILLS - Provide a needs analysis assessment for what a policyholder may need - Strong verbal and written skills - Ability to partner with others to resolve issues resulting in service or claim related issues - Ability to utilize critical thinking skills <br> EDUCATION AND EXPERIENCE - High School Required bachelors degree preferred <br> - Minimum 1 year previous contact center experience - Previous Retention skills within a contact center environment preferred - Previous sales experience a plus - Licensed to sell health/life Insurance a plus
<p>Are you ready to rediscover your professional purpose? Take the leap and join us on your journey towards success.</p><p><br></p><p>How you will make an impact as a Patient Services Representative:</p><p><br></p><p>The Patient Services Representative interacts with patients at various stages of their treatment journey</p><p>Greet patients and accurately checks patients into EHR using established patient registration check-in protocols</p><p>Order Sleep Study device utilizing system</p><p>Upload sleep study reports into system</p><p>Review of future clinic schedule to ensure insurance and necessary patient documentation is within the patient chart</p><p>Schedule patient appointments</p><p>Answer call center calls to provide overflow coverage as necessary</p><p>Owns opening of clinic and closing of clinic per established guidelines</p><p>Responsible for ensuring documentation is appropriately completed, patient payment is received per insurance and works with clinic team members to maintain daily schedule</p><p>Order medical supplies and pharmaceuticals as needed, per established protocol</p><p>What we’re looking for in a Patient Services Representative:</p><p><br></p><p>Prior medical experience preferred</p><p>Proven ability to independently apply best practices in time management</p><p>Proven ability to multitask in a fast paced environment</p><p>Prior experience and/or desire to work in a role held accountable to quality performance metrics</p><p>Strong customer service focus</p><p>Solid technology skills including Outlook, Word, Excel, Electronic Health Records</p><p>Great attention-to-detail and accuracy in work</p><p>Solution oriented problem solver</p><p>Strong work ethic, commitment to teamwork, positive attitude/willingness to get the job done</p><p><br></p><p>The salary range for this position is $19/hr. to $20/hr. Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.</p>
<p>We are looking for a dynamic Customer Service Manager to join our team in Rolling Meadows, Illinois. This contract to permanent position offers an opportunity to lead a collaborative team while driving exceptional customer experiences in the wholesale distribution industry. The ideal candidate will bring strategic leadership skills and a passion for fostering a positive and results-oriented environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide hands-on leadership to create a structured, supportive, and collaborative team culture focused on enhancing the customer experience.</p><p>• Supervise and develop a team of Customer Service Representatives and Parts & Shipping staff, ensuring accountability and effective teamwork.</p><p>• Oversee daily operations such as case management, workload distribution, and staff scheduling to maintain optimal service levels.</p><p>• Manage the entire Parts and Shipping function, including order processing, inventory coordination, fulfillment workflows, and warranty-related shipments.</p><p>• Drive process improvement initiatives to optimize order accuracy, shipping coordination, and customer satisfaction.</p><p>• Develop and maintain accurate standard operating procedures (SOPs) and training materials to ensure consistency across the team.</p><p>• Monitor and analyze performance metrics related to call handling, case resolution, and customer satisfaction scores to identify areas for improvement.</p><p>• Prepare and deliver reports on department performance, customer inquiries, and emerging trends to senior leadership.</p><p>• Collaborate with cross-functional teams to resolve customer issues, streamline processes, and support business growth.</p><p>• Lead training programs for new team members and existing staff, including onboarding, refresher courses, and job shadowing to enhance service quality.</p>
<p><em>The salary range for this position is $70,000-$80,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong><u>Key Responsibilities </u></strong></p><p>Summary Responsible for all aspects of the real estate closing and ensures proper disbursement of funds. </p><p> </p><p><strong>Essential Duties </strong></p><p>● Prepares miscellaneous documents required at closing. </p><p>● Enters closing figures; balances and funds files. </p><p>● Ensures closing package is properly executed. </p><p>● Attends and manages real estate closings. </p><p>● Reviews title commitment and is responsible for collecting title clearance </p><p>● Reviews mortgage payoffs for accuracy and transmits payoff funds. </p><p>● Obtains special assessment letters from each municipality as well as working with local Department of Neighborhood Housing to acquire needed investor/rehab documents. </p><p>● Acts as the liaison between attorneys and lenders at closing. </p><p> </p><p><br></p>
<p>Robert Half is looking for a full-time Legal Assistant to join a reputable law firm in Chicago, Illinois. In this role, you will play a key part in managing case files, communicating with various partners, and supporting the legal team with administrative and procedural tasks. The ideal candidate is proactive, organized, and skilled at multitasking in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle a high volume of case files and ensure all documentation is up to date.</li><li>Communicate effectively with clients, insurance adjusters, opposing counsel, and medical providers to facilitate case progress.</li><li>Coordinate with insurance representatives to secure necessary authorizations for client medications, treatments, and surgeries.</li><li>Draft legal documents such as routine motions, subpoenas, discovery requests, and correspondence.</li><li>Compile and prepare special reports for insurance carriers to support claims.</li><li>Request and manage itemized bills and medical records from healthcare providers.</li><li>Maintain accurate records and ensure compliance with case management software.</li><li>Assist in billing functions and calendar management to keep schedules organized and deadlines met.</li><li>Stay updated on workers' compensation laws and procedures to provide accurate support</li></ul>
<p><em>The salary range for this position is $100,000-$110,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong>ESSENTIAL DUTIES AND RESPONSIBILITIES:</strong></p><ul><li>Analyze business unit performance on a monthly and quarterly basis focusing on critical business drivers</li><li>Support monthly forecasting and annual budgeting efforts, setting timelines and coordinating with team members to define deliverables</li><li>Establish a relationship with Group VPs of Finance, business unit controllers and corporate staff</li><li>Lead month and quarter end close processes, tracking and communicating financial results to senior leadership</li><li>Maintain financial reporting systems and tools, partnering with IT to suggest and implement system enhancements</li><li>Develop various financial models such as debt offerings, financial projections and rating agencies</li><li>Assess applicability and lead adoption of improvements and enhancements on existing processes (e.g. Robotic Process Automation)</li><li>Monitor and assess the Company's internal control environment. Provide recommendations for enhancements and best practices</li><li>Special projects as assigned or directed such as acquisition analysis, Board presentations, etc.</li></ul><p><strong>CORE COMPETENCIES:</strong></p><ul><li>Accountability</li><li>Building relationships and partnerships</li><li>Building confidence & integrity</li><li>Business Savvy</li><li>Strategic Management</li><li>Change of Direction</li></ul><p><br></p>
<p>Industry leader in the manufacturing and distribution industry has an immediate need for a Director of Human Resources. Provides strategic and hands on support and is a key member of the management team reporting directly to the Chief Financial Officer. This role will support 3 sites and is a M-F on site position. Excellent opportunity to work for a stable and growing company, a competitive salary and a great benefits package including medical, dental, vision, disability and life insurance, flex spending and 401(k) with company matching contribution, PTO. Salary $150k-$170k plus bonus</p><p>Responsibilities:</p><p>Recruiter: Connie Stathopoulos</p><p>• Directs all policies relating to workforce activities across all areas of the company, from corporate office through plant and warehouse operations.</p><p>• Manage a staff , including the Plant Human Resources Managers, Corporate HR Generalist and Plant Human Resources Coordinators. Additional oversight of 3rd party staffing agencies and their on-site agency representatives</p><p>• Oversee the enforcement and interpretation of existing corporate employment policies and evaluate for changes. Plan and implement any recommended changes and improvements, including updates and enhancements to Company Employee Handbook.</p><p>• Manage relationship with Union employees and Union representatives and facilitate dispute resolution directly and through consultation and coaching of managers.</p><p>• Responsible for all hiring activities at all levels of the organization, including: recruiting, interview process and the selection of employees to fill any and all vacancies.</p><p>• Plan, coordinate and conduct new employee onboarding and orientation programs.</p><p>• Work in conjunction with the Corporate Safety Manager to investigate incidents and prepare reports for insurance carrier; Worker’s Compensation claims administration, OSHA reporting and OSHA compliance.</p><p>• Implement and coordinate all management training and development programs.</p><p>• Work in conjunction with the Corporate Controller and Payroll Manager in the oversight the company’s salary structure and wage rates, and employee benefits offerings.</p><p>• Direct the company’s annual performance review and compensation review processes.</p><p><br></p>
<p><em>The salary range for this position is $100,000 to $105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Fast-Track Career Advancement Opportunity (This position is expected to advance quickly within the company over the next few months.)</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Help manage fund leverage facilities, including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews and other required reporting and analytics</li><li>Develop and improve the firm’s reporting infrastructure that serves a variety of internal and external stakeholders and caters to the unique requirements of leverage providers, investors, and other counterparties</li><li>Perform representative daily activities that include:</li><li>Maintain data integrity within borrowing bases for effective administration of credit facilities;</li><li>Process waterfalls for accurate tracking and payment of principal and interest collections;</li><li>Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting infrastructure;</li><li>Establish dashboards and processes to satisfy a variety of reporting needs;</li><li>Compile and monitor key portfolio ratios and metrics; and</li><li>Monitor fund liquidity and manage fund cash positions</li><li>Liaise with external service providers (leverage providers, collateral custodian, auditor, etc.) on a regular basis</li><li>Liquidity management and cash forecasting for the Funds</li><li>Maintain pricing models used by deal teams to analyze return and leverage projections for loan originations</li><li>Interface with all areas of the organization (underwriting, operations, originations, capital formation, debt capital markets, investor services, IT, etc.) as needed</li><li>Produce investor reporting deliverables, due diligence requests, exposure reports and other ad hoc investor reporting requirements</li><li>Produce management reporting & special projects for internal stakeholders as needed</li></ul><p><strong> </strong></p>
<p>Robert Half is looking for a Litigation Legal Assistant to join a wonderful firm in Chicago, Illinois. In this role, you will provide vital support to attorneys by managing cases, coordinating communications, and ensuring the smooth flow of legal operations. The ideal candidate will have strong organizational skills and thrive in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage a high volume of cases, ensuring all details are tracked and deadlines are met.</li><li>Serve as the primary liaison with clients, insurance adjusters, opposing counsel, and medical providers.</li><li>Coordinate with insurance adjusters and claim representatives to secure authorizations for treatments, medications, and surgeries.</li><li>Draft and edit legal documents, including motions, subpoenas, discovery requests, and correspondence.</li><li>Compile and prepare special documentation for submission to insurance carriers.</li><li>Request and organize itemized bills and medical records from clients and healthcare providers.</li><li>Utilize case management software to maintain accurate and up-to-date records.</li><li>Support billing functions and calendar management to optimize workflow efficiency.</li><li>Assist in personal injury plaintiff and civil litigation matters.</li><li>Contribute to client relations by providing clear and precise communication</li></ul>
<p><em>The salary range for this position is $80,000-$85,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>We are seeking a Compliance Associate to join our team in Elmhurst, Illinois. This role is pivotal in upholding our firm's adherence to regulations and policies, and will involve the use of various software systems to monitor business activities, maintain records, and aid in communication across departments.</p><p><br></p><p><strong>Job Description:</strong></p><p>• Utilize Sungard Protegent system for monitoring trading activity and real-time alerts.</p><p>• Ensure accurate and up-to-date record keeping for swift response to inquiries or audits.</p><p>• Contribute to the development, review, and upkeep of our Written Supervisory Procedures.</p><p>• Foster a culture of compliance and trading by working closely with senior management.</p><p>• Provide continuous support for registered investment advisors and representatives.</p><p>• Collaborate effectively with all departments, both independently and as part of a team.</p><p>• Review and approve marketing materials, including social media posts, to ensure compliance.</p><p>• Utilize CRM and ERP software systems to manage customer interactions and business resources.</p><p>• Use accounting software systems and perform accounting functions as required.</p><p>• Use communication and auditing skills to administer claims and produce clear reports.</p>
<p><em>The salary range for this position is up to $190,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong><u>Position Responsibilities</u></strong></p><ul><li>Work with Senior Leadership Team and Financial Leadership Team to understand the company’s vision and strategy and develop integrated EPM vision and strategies that are aligned with the company's overall strategic initiatives and financial objectives</li><li>Facilitate the establishment of daily, weekly and monthly reporting requirements</li><li>Give significant input to the development of company enterprise structure required to achieve reporting requirements and coordinate with finance and IT resources towards implementation of a transaction systems all the way through EPM reporting systems</li><li>Participate in the selection and configuration of EPM reporting tools consisting of 1) Actual Consolidation, 2) Planning and Forecasting, 3) Workforce Planning, 4) Long Range Planning (3 to 5 years), 5) Integrated Management Reporting and 6) External / SEC Reporting among others [tools currently being implemented are Tagetik and SAP’s SAC]</li><li> Create the vision and strategies for actual, plan / forecast and long range planning reporting</li><li>Establish financial standard reports to assure “one version of the truth”</li><li>Create and govern required reporting Master Data Management (MDM) Change Control processes (for entities, profit centers, cost centers, chart of accounts, standard reporting formats among others) as part of the Enterprise Master Data Governance program.</li><li>Establish links between various transformation initiatives and business strategies using methods/approaches such as capability assessment, business/financial analysis, process management and re-design, organizational assessment and stakeholder management</li><li>Contribute with financial specific expertise in establishing governance program conducted by the Master Core Data Team.</li><li>Support acquisition integration efforts by developing/enhancing playbook activities and repeatable processes for efficient and timely integration of financial data</li><li>Provide direct oversight for the management and prioritization of key projects and milestones. Responsible for overall project/program quality assurance</li><li>Provide thought leadership to ensure program objectives are achieved and stakeholders are aligned</li><li>Work directly with key stakeholders and business partners to drive improvements in core financial processes such as close/consolidations; planning, budgeting and forecasting; and management reporting</li><li>Foster continuous improvement mindset to drive change, improve access to critical information and enhance decision support capabilities across finance</li></ul>
<p><em>The salary range for this position is $90,000-$100,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance.</p><p><br></p><p><strong>Responsibilities: </strong></p><p>• Maintain the Reconciliation and Control functions within the Operations group</p><p>• Work with offshore reconciliations team and internal/external stakeholders on a daily basis to clear breaks and ensure all cash, position and trading accounts are reconciled</p><p>• Responsible for processing certain trade-related activity (fees, transfers, assignments, etc.) and fund financing (leverage facilities, subscription lines, etc.) entries in Advent Geneva general ledger</p><p>• Enter trades into Wall Street Office (“WSO”) and trade capture systems</p><p>• Set up Agency deals in WSO Agent and assist with other loan operation interfaces with IHS Market services</p><p>• Update and maintain reference data within the security master application for all securities/contracts applicable to the middle market direct lending strategy − Review transaction documentation to ensure completeness and accuracy within the loan systems.</p><p>• Ensure all loans are rolled and correct rates are set for the next accrual period</p><p>• Serve as bridge between Loan Operations (upstream) and Finance/Accounting (downstream) teams</p><p>• Coordinate and work with outside service providers (servicers, agents, auditors, custodians, third party administrators, etc.) as needed</p><p>• Work with IT and other internal teams to ensure operational efficiency and accuracy across middle and back office systems</p><p>• Identify automation opportunities and process improvement/control initiatives, including ad hoc project support and data mapping documentation</p>
