Operations Associate

Job Title:

Operations Associate•

Wealth Management Company:

Integrative Wealth Advisors, Northwestern Mutual Location:

Vernon Hills, IL Employment Type:

Full Time Position Overview:

The Operations Associate plays a critical role in supporting the day-to-day administrative and operational functions of a fast-paced wealth management team. This individual ensures a seamless client experience by managing account paperwork, processing transactions, and maintaining accurate records. The ideal candidate is detail-oriented, organized, and thrives in a structured, process-driven environment.

Key Responsibilities:

Prepare, review, and submit new account paperwork, ensuring accuracy and completeness Facilitate account openings across investment and insurance platforms Process client transactions including transfers, rollovers, distributions, and beneficiary updates Monitor and track the status of account applications and transfers, following up as needed Maintain organized and compliant client records and documentation Coordinate with custodians, internal departments, and external partners to resolve operational issues Ensure all activities comply with firm policies, regulatory requirements, and industry standards Assist advisors and team members with administrative and operational tasks Identify opportunities to improve processes and enhance efficiency

Qualifications:

Bachelor's degree preferred (Finance, Business, or related field a plus) 1-3 years of experience in financial services, operations, or administrative support preferred Strong attention to detail and accuracy Excellent organizational and time-management skills Ability to handle multiple tasks and prioritize effectively in a deadline-driven environment Strong communication and problem-solving skills Proficiency in Microsoft O ice (Excel, Word, Outlook); CRM experience is a plus

Preferred Skills:

Familiarity with account opening procedures and transfer processes (ACATs, rollovers, etc.) Understanding of basic investment and insurance products Experience working with custodial platforms

What We Offer:

Competitive compensation and benefits package Opportunities for professional development and growth Collaborative and supportive team environment Exposure to wealth management operations and client service

Benefits:

$55,000

• 65,000 depending on experience and licensing plus benefits Operations Associate Northwestern Mutual
• Greater Chicago Vernon Hills, IL 60061 $55,000
• $65,000 a year
• Full-time $55,000
• $65,000 a year

• Full-time Job Title:

  Operations Associate

•

Wealth Management Company:

Integrative Wealth Advisors, Northwestern Mutual Location:

Vernon Hills, IL Employment Type:

Full Time Position Overview:

The Operations Associate plays a critical role in supporting the day-to-day administrative and operational functions of a fast-paced wealth management team. This individual ensures a seamless client experience by managing account paperwork, processing transactions, and maintaining accurate records. The ideal candidate is detail-oriented, organized, and thrives in a structured, process-driven environment.

Key Responsibilities:

Prepare, review, and submit new account paperwork, ensuring accuracy and completeness Facilitate account openings across investment and insurance platforms Process client transactions including transfers, rollovers, distributions, and beneficiary updates Monitor and track the status of account applications and transfers, following up as needed Maintain organized and compliant client records and documentation Coordinate with custodians, internal departments, and external partners to resolve operational issues Ensure all activities comply with firm policies, regulatory requirements, and industry standards Assist advisors and team members with administrative and operational tasks Identify opportunities to improve processes and enhance efficiency

Qualifications:

Bachelor's degree preferred (Finance, Business, or related field a plus) 1-3 years of experience in financial services, operations, or administrative support preferred Strong attention to detail and accuracy Excellent organizational and time-management skills Ability to handle multiple tasks and prioritize effectively in a deadline-driven environment Strong communication and problem-solving skills Proficiency in Microsoft O ice (Excel, Word, Outlook); CRM experience is a plus

Preferred Skills:

Familiarity with account opening procedures and transfer processes (ACATs, rollovers, etc.) Understanding of basic investment and insurance products Experience working with custodial platforms

What We Offer:

Competitive compensation and benefits package Opportunities for professional development and growth Collaborative and supportive team environment Exposure to wealth management operations and client service

Benefits:

$55,000

• 65,000 depending on experience and licensing plus benefits