Business Operations Associate

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Chicago area.  JMG provides wealth management services to corporate executives and high net worth individuals.   Investment News has announced JMG as one of the Best Places to Work for Financial Advisors in 2018, 2019, 2020, 2021 and 2022.

JMG is in search of a full-time Business Operations Associate. This individual must possess excellent organizational, multi-tasking and communication skills and must be able to work in a fast-paced professional office environment.  The position requires proficiency in Microsoft Office and the willingness to learn other business-related software, in which training will be provided.  Experience with Excel formulas, WordPress, Constant Contact or other mass mailing platform, Photoshop, and HTML or other programing or scripting languages is an advantage. This position reports directly to the Chief Operating Officer/Chief Marketing Officer and requires the ability to handle confidential information and high attention to detail.

The applicant must have excellent time management skills with the ability to work effectively on multiple deadline-oriented projects.  Knowledge and interest in the financial planning industry is an advantage. A successful Business Operations Associate will need the skills to work effectively in teams as well as independently.  This is a great opportunity for someone looking to join a reputable wealth management firm.

Education:  Associate’s or Bachelor’s degree is advantageous with majors in Business Administration, Business Management, Marketing, or Economics.  Relevant experience may be substituted.

Compensation: Base salary plus overtime, bonuses and full benefits including health, dental and 401(k) plan.

JMG is an equal opportunity employer. www.jmgfinancial.com