Investment Operations Associate
MZN Management Group, LLCChicago, IL, United States1 day ago
Job type
- Full-time
Job descriptionOversee the full investment lifecycle from asset setup and funding verification to transaction completion Coordinate with investment sponsors, title companies, and third-party service providers Ensure all transactions are processed correctly and on time Serve as the main point of contact for clients, guiding them through complex investment procedures Provide clear, compliant guidance to help structure investments Collaborate with professionals such as CPAs, attorneys, and title companies Troubleshoot and resolve client issues with a proactive, solution-oriented mindset Exceptional communication skills and a “can-do” client service attitude Strong analytical and problem-solving skills Excellent organization and attention to detail Ability to manage multiple priorities in a fast-paced environment Proficiency in Microsoft Office; experience with Salesforce or similar CRM preferred Experience reviewing legal or financial documents (paralegal, loan processor, or similar) Background in financial services, banking, or legal environments Familiarity with retirement accounts or alternative investments a plus (training provided) Competitive compensation and comprehensive benefits Generous paid time off policy that grows with tenure Company retirement plan with employer match Collaborative, growth-oriented culture with team events and perks
Investment Processing Specialist
Chicago, IL (On-site)
About the Opportunity
We’re looking for a detail-oriented, service-focused Investment Processing Specialist to join a growing financial services team in Chicago.
In this high-impact role, you’ll guide clients through the self-directed investment process from reviewing documentation to completing transactions compliantly and efficiently.
You’ll become a trusted resource for clients, ensuring every investment is handled accurately and with exceptional care.
What You’ll Do
Compliance & Documentation
- Review legal and financial documents (investment agreements, deeds, operating agreements, etc.) to ensure accuracy and compliance with IRS and federal regulations
- Maintain strict adherence to rules governing self-directed investments
- Prepare, review, and manage essential documentation such as custodial agreements and powers of attorney
Investment Processing & Coordination
Client Support & Education
What You Bring
Preferred Background :
What’s Offered
Ready to make an impact?
Join a team that helps clients take control of their financial future—one investment at a time.
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Investment Associate • Chicago, IL, United States
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