Senior Benefits Analyst Bel Brands USASenior Benefits AnalystChicago, IL$90,000–$115,000 / yearLead integrated projects with vendors and internal stakeholders, driving continuous improvement initiatives regarding data flows, process automation, and operational efficiency; ensure robust controls and preventive solutions are implemented; execute on approved program or plan changes and rollouts. The analyst independently interprets and applies complex regulations, proactively identifies and resolves nuanced compliance risks, and partners with management to drive continuous improvement of benefit strategy, data integrity, and operational excellence.
Help Desk Analyst Alpha Baking Co., Inc.Help Desk AnalystChicago, ILTechnical Support: Diagnose and resolve hardware, software, and network issues by providing step-by-step guidance, troubleshooting techniques, and effective problem-solving strategies. Issue Tracking: Utilize a ticketing system to log and track all reported issues, ensuring accurate documentation of the problem, resolution steps, and communication history.
Data Entry Associate/Supply Chain Analyst (100% Onsite local candidate only) MastechData Entry Associate/Supply Chain Analyst (100% Onsite local candidate only)Rosemont, IL$30–$35 / hourContractorWe are looking for a Data Entry Associate/Supply Chain Analyst to support a Food & Beverage team with purchase order processing, inventory updates, and related administrative tasks. The role requires strong attention to detail, intermediate MS Excel skills, and the ability to learn new systems as the team transitions to modern tools.
Real Estate Paralegal - (Analyst) JobotReal Estate Paralegal - (Analyst)Chicago, IL$90,000–$130,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Must be comfortable working directly with title companies, zoning consultants, surveyors, and various agencies to assist closing attorneys.
Sr. Analysts TransUnion LLCSr. AnalystsChicago, IL$96,928–$103,000 / yearFull timeAnalysts for Chicago, IL to support dev of analytic solutions across credit, fraud, insurance & marketing business apps. $96,928-$103,000/yr + benefits (www.transunion.com/about-us/careers/life-at-tu).
Benefit Pension Analyst Jepsen Investments, Inc.Benefit Pension AnalystSchaumburg, IL$24–$25 / hourFull timeOur client, a busy and growing TPA located in Schaumburg, Illinois, is currently looking to hire an experienced full-time Defined Benefits Pension Analyst. At least 2 years of recent and related work experience with defined pension benefits, pension processing, or pension administration.
NewSenior Commercial Property Tax Analyst JobotSenior Commercial Property Tax AnalystChicago, IL$60,000–$90,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Conflicts Analyst JobotConflicts AnalystChicago, ILRemote$25–$37 / hourThe Conflicts Analyst will be responsible for the following: Define effective search strategies and conduct conflicts searches for new business and potential lateral matters using the firm’s internal electronic database. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewData Governance Analyst AxelonData Governance AnalystOakbrook Terrace, ILRemoteCollaborate with stakeholders to define data ownership and stewardship roles. Prepare reports on data governance metrics and improvements.
Sr Analyst Business Systems IT Medline IndustriesSr Analyst Business Systems ITMundelein, ILFull timeResponsible to maintain and support the Plan to Produce process including to work directly with business leaders to solve business problems, managing solution governance, reviewing solution quality, manage systems upgrades and enhancements, and spearhead key continuous improvement initiatives and solution decisions/roadmaps in the future. In addition, experience with the following skills is required : (1) Working with S/4HANA-Specific Configuration and Integration Knowledge to configure, enhance, and support SAP S/4HANA modules and integrations, ensuring seamless data flow between SAP and dependent systems while aligning system functionality with business requirements.
Lead ECLM Analyst- Ironclad Medline IndustriesLead ECLM Analyst- IroncladNorthbrook, IL$116,000–$174,000 / yearFull timeFocus on building partnerships with cross division teams to promote collaboration and build effective solutions that span across multiple business units. The Business Systems Analyst Lead role will support discovery workshops with our business stakeholders and document technical specifications and designs in an agile Environment.
Developer Analyst Medline IndustriesDeveloper AnalystNorthbrook, IL$92,000–$138,000 / yearFull timeMedline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization. Plans and executes unit tests to ensure all business rules in the functional designs and technical options in the technical design are properly covered by the application.
Sr Analyst Workday Security & HCM Medline IndustriesSr Analyst Workday Security & HCMNorthfield, IL$92,000–$138,000 / yearFull timeThis role partners closely with cross functional HR and IT stakeholders to ensure a secure, scalable, and well governed Workday ecosystem, supporting business continuity, audit compliance, and continuous improvement through biannual Workday releases. Manage, develop, and consult with the functional teams and technical stakeholders across integrations, recruiting, compensation, talent, learning, and payroll to translate business requirements into effective Workday solutions.
Lead Analysts Systems IT Medline IndustriesLead Analysts Systems ITNorthbrook, IL$168,838–$174,000 / yearFull time5) Practicing in one or more technology domains: Cloud, Java and working cross-domain; creating technology solutions addressing high impact business priorities; and experience analyzing, designing, coding, testing, and deploying solutions and product features with high quality to production. ALTERNATIVE REQUIREMENTS : Master’s degree in computer science, Information Technology, Business Administration, Electronics Engineering, or related field, and 6 years of relevant work experience.
Analyst Business Systems - SAP GTS Medline IndustriesAnalyst Business Systems - SAP GTSNorthbrook, IL$92,000–$138,000 / yearFull timeCommunicate regularly with Configuration Analysts at Corporate Headquarters to stay current on new and changed business processes and systems enhancements. Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
NewCommercial Analyst Medline IndustriesCommercial AnalystNorthfield, IL$67,000–$101,000 / yearFull timeBuild scenario-based models across commercial levers — including pricing, base cost, margin, and compensation — to quantify financial impact and inform annual planning and in-year strategy. Support the design and continuous improvement of reporting processes and business definitions to reduce manual effort and improve data accuracy, consistency, and timeliness.
Senior Developer Analyst IT Medline IndustriesSenior Developer Analyst ITNorthbrook, IL$143,850–$152,000 / yearFull time7) Deploying and supporting applications in Azure Cloud, monitoring and troubleshooting production issues using Splunk, managing work through Jira and Confluence, collaborating via Microsoft Teams, using SAP tools for transport and build-related activities, and leveraging Gen AI Copilot to improve development productivity. In addition, experience with the following skills is required : (1) Developing enterprise applications using Java 17 and Java 21, applying object-oriented programming principles, design patterns, and unit testing using JUnit, with development performed using IntelliJ IDEA, Eclipse, and Visual Studio.
Financial Analyst Epitec, IncFinancial AnalystChicago, IL$33–$36 / hourThe role is expected to provide accurate expense projections of internal staffing, contractors, 3rd party vendor services, and other general administrative expenses. Must have experience presenting financial budget performance to business leaders and automation of processes and forecast models using Alteryx and Power BI.
Financial Analyst Senior Endeavor HealthFinancial Analyst SeniorArlington Heights, ILOur more than 25,000 team members and more than 6,000 physicians aim to deliver transformative patient experiences and expert care close to home across more than 300 ambulatory locations and eight acute care hospitals – Edward (Naperville), Elmhurst, Evanston, Glenbrook (Glenview), Highland Park, Northwest Community (Arlington Heights) Skokie and Swedish (Chicago) – all recognized as Magnet hospitals for nursing excellence. Certification: Certified Surgical First Assistant (CFA®) -National Board of Surgical Technology and Surgical Assisting (NBSTSA) Preferred Or Certified Public Accountant (CPA) - Illinois Department of Financial and Professional Regulation (IDFPR) Preferred.
NewEnd User Support Analyst V Pinnacle Technical ResourcesEnd User Support Analyst VArlington Heights, Illinois$30–$35 / hourContractorThe specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. The ideal candidate will have experience with Windows operating systems, a broad understanding of computer software applications, and excellent communication and customer service skills.
IT Lead Analyst HCM - Workday Talent Management and Learning FreedomRoads, LLCIT Lead Analyst HCM - Workday Talent Management and LearningLincolnshire, IL$175,100 / yearFull timeRequires experience in the following: 5 years of experience in Workday HCM design and configurations including performance management, learning management, reporting, and security; 3 years of experience utilizing HR processes, data structures, and best practices in HRIS integrations and reporting; 3 years of experience utilizing problem-solving skills to diagnose and propose effective solutions for Workday integrations related to performance management and learning; 3 years of experience in explaining technical concepts to non-technical stakeholders; 2 years of experience utilizing project management skills, including the ability to prioritize tasks, meet deadlines, and manage multiple projects simultaneously. Requires 5 years of experience as an IT Lead Analyst HCM - Workday Talent Management and Learning or in a related role/capacity engaged in design, development, and deployment of Workday functionality.
NewSenior Telecommunications Analyst V-Soft Consulting Group IncSenior Telecommunications AnalystChicago, IllinoisContractorSound knowledge of Unified Communications including, but not limited to, Cisco Unified Communications Manager, Unity Connection, Jabber, Cisco Emergency Responder, Cisco Expressway, voice gateways, and related collaboration platforms. Excellent written and oral communication skills and the ability to interact positively with team members, end-users, and vendors professionally face-to-face, on the telephone, and in writing.
Senior IT Risk and Compliance Analyst NORC at the University of ChicagoSenior IT Risk and Compliance AnalystChicago, Illinois$97,000–$120,000 / yearWith world-class benefits, a business casual environment, and an emphasis on continuous learning, NORC is a place where people join for the stellar research and analysis work for which we’re known, and stay for the relationships they form with their colleagues who take pride in the impact their work is making on a global scale. Experience conducting incident response across vendors, internal stakeholders, and program owners, including implementing, and coordinating the response plan, overseeing the technical response, and coordinating with legal, technical, and communications teams.
Workforce Optimization Analyst- Skokie, IL Endeavor HealthWorkforce Optimization Analyst- Skokie, ILSkokie, ILThis role involves creating staffing models, generating reports, and utilizing workforce management (WFM) tools to balance resources with call demand, minimizing wait times, and maximizing agent productivity. This position also focuses on analyzing trends in call patterns, service levels, and key performance indicators (KPIs) to make informed decisions that enhance the customer experience while improving operational efficiency.
Data Analyst Apex Clearing CorporationData AnalystChicago, IL$74,277–$103,500 / yearExperience must include experience with comparing data; analyzing raw data; using SQL transactional and relational databases to assemble and analyze data; and using BI Tools, including Looker, Tableau, and Power BI. Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all.
NewD365 Support Analyst (2681) Carl Buddig & CompanyD365 Support Analyst (2681)Tinley Park, IL$85,000–$100,000 / yearFounded as a family-owned company, we have evolved into a leading producer of premium meat products, including renowned lunchmeats, ready-to-eat cooked meats under our Kingsford, LLC division, and savory snack meats from Old Wisconsin. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
Compliance Analyst Stonex GroupCompliance AnalystChicago, IL$80,000–$85,000 / yearPosition Purpose: The Compliance Analyst will support various functions including reviewing and responding to regulatory requests and exams (NFA, CFTC, various futures exchanges) and working within the business with relevant teams or departments to remediate any adverse regulatory findings, where applicable. As the scope of requests can range from broad to specific across various areas of the business, it is the expectation that the Compliance Analyst will gain familiarity with their work both via internal discussions and independent research so that they will be able to answer questions and add value to the intended submissions.
NewSenior Pricing Analyst (3046) Carl Buddig & CompanySenior Pricing Analyst (3046)Tinley Park, IL$85,000–$100,000 / yearFounded as a family-owned company, we have evolved into a leading producer of premium meat products, including renowned lunchmeats, ready-to-eat cooked meats under our Kingsford, LLC division, and savory snack meats from Old Wisconsin. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
NewCase Management Analyst - Field Elgin, IL and surrounding areas CVS HealthCase Management Analyst - Field Elgin, IL and surrounding areasElgin, IL$21.10–$44.99As an Analyst, Case Manager, you support optimal member health outcomes by coordinating care, providing education, and facilitating access to appropriate healthcare services. You collaborate with internal teams, providers, and external resources to address barriers, improve quality of care, and ensure services align with member benefits.
Financial Analyst Molson CoorsFinancial AnalystChicago, ILBring a challenger mindset to challenge ways of working and seek to implement sustainable deliverables leveraging automation while also simplifying front end process for marketing customers [making it easy for your customers to meet monthly deliverables: LE, Marketing MBR’s, AOP build and ZBB, financial asking as needed. Generate a monthly LE: Latest estimate of brand spend estimating where current month and quarter financial performance is expected to be requiring constant communication with brand personnel to fine tune monthly estimated expenses and key program commitments to arrive at a monthly LE.
Category Management Analyst Molson CoorsCategory Management AnalystChicago, IL$69,800–$91,600 / yearYou have a Bachelor’s degree in Business Administration, Marketing or other relevant field; You have at least 2 years' experience in data analysis and/or category/space management in the consumer or direct store delivery industries; Beverage Bonuses: We care about our People and Planet and have challenged ourselves with stretch goals around our key priorities. Job Posting Total Rewards Offerings : $69,800.00 - $91,600.00 (posting salary range) + 10 % target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days).
NewSr. Risk and Controls Analyst CF IndustriesSr. Risk and Controls AnalystNorthbrook, IL$94,700–$124,900 / yearAs part of our recruitment process, CF Industries may use automated tools, including artificial intelligence ("AI") and machine learning technologies, to assist recruiters in identifying and prioritizing candidates whose qualifications align with job-related criteria, including information provided during the application process such as resumes, work history, education, qualifications, and responses to application questions. By joining CF, you will be part of a team that brings their varied experiences, wide-ranging knowledge and diverse talents together to deliver important work and you'll be able to pursue complex, exciting opportunities that help you continue to grow and achieve your potential in different areas.
NewBoard Certified Behavior Analyst School SY Epic Special Education StaffingBoard Certified Behavior Analyst School SYDes Plaines, IL$49.50–$56.93 / hourWe're offering a $2,000 Completion Bonus for eligible clinicians and educators who commit to and complete their full school year assignment (30+ hours/week), plus the opportunity to earn up to $3,000 in referral bonuses. The minimum qualifications for Board Certified Behavior Analyst (BCBA): 1 year of verifiable, professional experience as Board Certified Behavior Analyst (BCBA) within the last 3 years (may include residency or clinical practicum).
NewBoard Certified Behavior Analyst School 2026-2027 SY Epic Special Education StaffingBoard Certified Behavior Analyst School 2026-2027 SYChicago, IL$49.50–$56.93We’re offering a $2,000 Completion Bonus for eligible clinicians and educators who commit to and complete their full school year assignment (30+ hours/week), plus the opportunity to earn up to $3,000 in referral bonuses. The minimum qualifications for Board Certified Behavior Analyst (BCBA): · 1 year of verifiable, professional experience as Board Certified Behavior Analyst (BCBA) within the last 3 years (may include residency or clinical practicum).
Data Analyst - Salesforce V-Soft Consulting Group IncData Analyst - SalesforcePark Ridge, IllinoisRemoteContractorFor more information or to view all our open jobs, please visit www.vsoftconsulting.com or call (844) 425-8425. Profile data to identify duplicates, missing values, inconsistent formats, outdated records, invalid values, and other data quality concerns.
NewData Analyst II - Statistics and Data Science - Hybrid Chicago Loop Office NORC at the University of ChicagoData Analyst II - Statistics and Data Science - Hybrid Chicago Loop OfficeChicago, Illinois$72,000–$88,000 / yearThe department provides expertise and leads NORC strategy on the use of a broad range of methods and techniques, including statistical modeling, machine learning methods, data linkage, statistical matching, data disclosure control, small area estimation, Bayesian analysis, assessing data quality, data visualization for analyzing and interpreting data, and developing approaches using artificial intelligence (AI) that support NORC’s research. The Statistics and Data Science department implements state-of-the-art statistical methods and develops innovations to deliver reliable data and rigorous analysis to guide critical programmatic, business and policy decisions for NORC clients.
Investment Banking Analyst Career Launch AIInvestment Banking AnalystChicago, IL$100,000–$150,000If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board , which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
Investment Banking Senior Analyst Career Launch AIInvestment Banking Senior AnalystChicago, IL$100,000–$150,000If you're pursuing a career in Investment Banking, Private Equity, Capital Markets, or Corporate Finance, this role represents the type of accelerated opportunity we help you land — faster, with personalized recruiter outreach and AI-powered support. This Investment Banking Analyst role is an example of real opportunities available inside the Career Launch AI Private Job Board , which includes: Exclusive roles from employers who recruit directly through Career Launch AI.
NewSenior Business Analyst, HR Technology Focus (HRIS/HCM) 1872 ConsultingSenior Business Analyst, HR Technology Focus (HRIS/HCM)Chicago, ILAdhere to Firm and department policies, procedures, approved artifacts, methodologies, and delivery approaches to ensure that project efforts are focused on the proper solution and level of functionality needed to meet the objectives of Firmwide, practice group, and functional department customers, without supervision. The HR Business Analyst must have a bachelor's degree and a minimum of 5 years' experience applying business systems analysis and business process management principles at different levels of an organization within an iterative and phased approach driven information technology environment.
Sr Rebates Analyst Fresenius Kabi AGSr Rebates AnalystLake Zurich, IL$80,000–$85,000 / yearRebate Analyst is responsible for assisting with the daily rebate operations and mentoring of rebate analyst to meet department goals and deadlines, ensuring appropriate analytical support is provided for rebate payments, administrative fees, and compliance program payments to key national GPO customers, distributors and assigned National Accounts within the Model N system. Runs and provides printed and electronic fee and rebate reports for customers including custom customer reports or ad hoc reports Maintain consistent and open lines of communication with Rebates Team Lead and Sr Manager ensuring awareness of department status and issues.
CRE Credit Analyst - Job # 3785-6273 BritePros Medical StaffingCRE Credit Analyst - Job # 3785-6273Deerfield, Illinois$90,000The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the credit worthiness of new commercial credit requests and identifies and mitigates key risks. Analyzing factors such as income growth, margins, trends, quality of management, market shares, industry risks and collateral assessment.
Credit Analyst – Job # 3800-146965 BritePros Medical StaffingCredit Analyst – Job # 3800-146965Aurora, Illinois$90,000The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the creditworthiness of new commercial credit requests and identify and mitigate key risks. Analyzing factors such as income growth, margins, trends, quality of management, market shares, industry risks and collateral assessment.
Credit Analyst - Job # 3803-147085 BritePros Medical StaffingCredit Analyst - Job # 3803-147085Elk Grove Village, Illinois$80,000The successful Credit Analyst candidate will be responsible for processing daily credit transactions per the credit policy and procedures, maintaining records and files on all credit transactions, including correspondence and documents. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
Credit Analyst – Job # 3594 BritePros Medical StaffingCredit Analyst – Job # 3594Des Plaines, Illinois$85,000The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the credit worthiness of new commercial credit requests and identifies and mitigates key risks. Analyzing factors such as income growth, margins, trends, quality of management, market shares, industry risks and collateral assessment.
Operations Analyst II: 26-01526 Akraya Inc.Operations Analyst II: 26-01526Glendale Heights, IL$30–$35 / hourMost recently, we were recognized Stevie Employer of the Year 2025, SIA Best Staffing Firm to work for 2025, Inc 5000 Best Workspaces in US (2025 & 2024) and Glassdoor's Best Places to Work (2023 & 2022)! As Talent solutions provider for Fortune 100 Organizations, Akraya's industry recognitions solidify our leadership position in the IT staffing space.
Finance Analyst, Cloud Networking Google LLCFinance Analyst, Cloud NetworkingChicago, ILIn this role, you will support the Cloud Networking product management and engineering teams to build the network products that promote a web of cables, machines, and programs that connect data center resources to everywhere in the world. Solve difficult, non-routine analysis problems, applying advanced analytics methods as needed to develop easy-to-understand financial models with multiple scenarios for evaluating agreements and decisions.
Analyst - Digital Compliance United Airlines IncAnalyst - Digital ComplianceChicago, IL$89,965–$117,212 / yearProvides ongoing support to programs such as immersive learnings (tabletop exercises, lunch & learns), micro-learnings (email, surveys, media-based communications, etc.), and incentivized training and cyber remediation programs (cyber certifications, reward programs, etc.). The Analyst maintains ongoing relationships with the Risk and Compliance teams, Digital Technology teams, and other Cybersecurity and business teams for information sharing, and to identify, evaluate, and implement appropriate solutions to meet cybersecurity and compliance objectives.
Senior Analyst - Digital Compliance (Remote) United Airlines IncSenior Analyst - Digital Compliance (Remote)Chicago, ILRemote$112,480–$146,540 / yearThe Senior Analyst maintains ongoing relationships with the Risk and Compliance teams, Digital Technology teams, and other Cybersecurity and business teams for information sharing, and to identify, evaluate, and implement appropriate solutions to meet cybersecurity and compliance objectives. The Senior Analyst provides ongoing support to ensure compliance targets and business strategies are executed and delivered in accordance with compliance and regulatory requirements, risk appetite, organizational risk practices, and evolving business practices.
Data Science Analyst - Communications Performance Data (Hybrid) United Airlines IncData Science Analyst - Communications Performance Data (Hybrid)Chicago, IL$94,145–$122,550 / yearThe Data Science Analyst will support the measurement, analytics and insight generation for global employee communication programs delivered across multiple channels (e.g., intranet, email, employee information display screens, etc.) and content types (i.e. written, video, etc.). Partnering closely with the Senior Manager, Measurement & Analytics, this role will help drive data-informed decision making, develop scalable approaches, and help evolve how employee communications performance is measured and optimized.
Family Office Analyst Brown Brothers Harriman & CoFamily Office AnalystChicago, ILInvestment Execution Coordinate all core portfolio activities including those related to Core Select, Fixed Income and Cash Management on behalf of the RMServe as primary interface on behalf of clients with the central management teams within BBHIdentify accounts that should be re-balanced or re-papered in preparation for account reviews, including reviewing asset allocation and making sure guidelines for investing have not changedCreate client meeting materialsManage all non-strategic decisions (checks, funds transfers, gifting etc.)Interact with 3rd party service providersTroubleshoot client account issues such as portfolio reporting/activity, client reference data, RM client data requests, and resolving non-receipt of mailing. • Risk Management & Administration As primary day-to-day contact point with clients, elevate all at-risk issues to RM, or OMEnsure total compliance at the account level and oversee and respond to all compliance reports (i.e. overdraft reports, approved trades, delinquent documentation, IPSs)Initiate all account maintenance activities, including account reviews/approvals, documentation, meeting materials, address or name changes and performance evaluationsOversee Administrative Assistant (AA) efforts relating to the completion of client requests on behalf of the client baseDocument start of relationship (e.g.