<p>We are looking for a detail-oriented Data Entry Clerk to join our team on a contract basis in Chicago, Illinois. In this role, you will contribute to the efficiency of our Middle Office operations by managing data input tasks, onboarding clients and supporting various administrative workflows. This position requires precision, communication skills, and a commitment to maintaining compliance with industry standards.</p><p><br></p><p>Responsibilities:</p><p>• Accurately input and update client account information in relevant systems.</p><p>• Support trade processes by ensuring data integrity and timely updates.</p><p>• Generate various reports and maintain accurate records in compliance with policies and procedures.</p><p>• Collaborate with Front Office and Middle Office teams to address client inquiries and resolve issues.</p><p>• Monitor workflow activities to ensure adherence to risk controls and regulatory requirements.</p><p>• Identify opportunities to improve reporting templates and streamline workflow processes.</p><p>• Review and adhere to updated policies, ensuring compliance with all applicable rules and regulations.</p><p>• Assist with special projects and tasks as assigned by management.</p><p>• Escalate unresolved issues to appropriate team members for prompt resolution.</p><ul><li>Wealth Management Operations experience is a big plus to have</li></ul>
We are looking for a detail-oriented Billing Clerk to join our team on a contract basis in Itasca, Illinois. In this role, you will play a key part in ensuring accurate billing processes and supporting financial operations. This position requires a strong focus on precision and efficiency, working within a set schedule from Monday to Friday, 7:00 AM to 4:00 PM.<br><br>Responsibilities:<br>• Process and audit invoices to ensure accuracy and compliance with company standards.<br>• Manage accounts payable and accounts receivable tasks with precision.<br>• Utilize accounting software systems, including Epic and EHR, for billing operations.<br>• Respond to inbound calls and provide exceptional customer service related to billing inquiries.<br>• Maintain organized records of financial transactions and billing documentation.<br>• Collaborate with internal teams to verify billing data and resolve discrepancies.<br>• Perform data entry tasks with a high level of accuracy.<br>• Generate financial reports and summaries based on billing activities.<br>• Ensure timely completion of billing processes within specified deadlines.