Current Job Openings

Client Services Assistant

Chicago, Illinois, United States
Requisition ID: 8244

Client Services Assistant

Athletes and entertainers generate a lifetime of earnings over a short period of time. Managing those earnings is critical for their financial security now and in the future. For more than 30 years, OFS has helped athletes and celebrities manage their wealth—from the signing of their first contract, through retirement and beyond. As an independent wealth management family office, we pride ourselves on helping clients understand their finances so they can enjoy the lifestyle they have worked so hard to earn.

We are looking for a detailed self-starter to join our team in Chicago, IL. The principal responsibility of this position is to support financial advisors and other senior staff, which includes day-to-day management of clients’ financial affairs.

Responsibilities include, but are not limited to:

  • Provide general administrative support for the OFS team
  • Coordinate client onboarding
  • Arrange wire, check and other payment requests
  • Booking flights, hotels and other travel for clients
  • Prepare monthly and quarterly client reports
  • Sort client mail & distribute to staff
  • Manage CRM database
  • Maintain high level contacts of a complex and confidential nature
  • Other related duties as assigned.

Required Qualifications:

  • Must be very detail-oriented and organized
  • Proactive with a successful track record of solving problems independently
  • Excellent written and oral communication skills
  • Must work well in a team environment
  • Willing to work nonstandard business hours as needed
  • Proficient in Microsoft Excel and Word
  • Degree in Finance, Accounting, or Business; or related field
  • Bilingual (Spanish) a plus

Octagon is proud to be an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability protected veteran status, or any other basis prohibited by law..

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