<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 Data Reporting Analyst to join our team in Chicago, Illinois, on a contract with the possibility of transitioning to a permanent position. In this role, you will focus on developing and maintaining data reports, managing nightly database updates, and supporting a robust data warehouse environment. This position offers a remote-first work model with occasional in-office collaboration, providing flexibility in a casual work setting.<br><br>Responsibilities:<br>• Create, format, and manage detailed reports using tools such as Excel, SQL Server, and Python.<br>• Query and navigate databases efficiently to extract and analyze data for reporting purposes.<br>• Design and implement visual data presentations utilizing Google Sheets for web publishing.<br>• Collaborate with team members to ensure the accuracy of data within the internal warehouse environment.<br>• Troubleshoot and resolve data-related issues independently, ensuring uninterrupted workflow.<br>• Enhance reporting processes by leveraging SSRS and Excel VBA for advanced functionality.<br>• Utilize SQL and Python scripting to automate repetitive tasks and improve data operations.<br>• Maintain a high level of data integrity and security across all reporting functions.<br>• Support continuous improvement initiatives for data analytics and reporting.<br>• Provide technical expertise in SQL Server and related database systems to optimize performance.