Financial Services / Retirement Services - Operations Supervisor

Up to $70,000 to start plus outstanding benefits and annual bonus program

West Suburbs - Oak Brook, IL

Position Type:
Full-time | Direct-hire

Job Description:

Financial Services * Retirement Services
Operations Supervisor in Distributions
Up to $70,000 to start plus outstanding benefits and annual bonus program
West Suburbs - Oak Brook, IL

As Operations Supervisor in Account Distributions, you will be responsible for overseeing, guiding and leading a team and your job duties will include:

- Overseeing the review and processing of all distributions within the Trust Accounting System
- Processing approvals for other outbound transactions
- Administering escalated and complex distributions
- Performing quality control on returned checks, wires and electronic distributions
- Conducting semi-annual reviews to ensure proper tax reporting
- Troubleshooting and resolving issues as they arise
- Defining your Team's strategic goals
- Providing continual guidance and assistance to your team
- Facilitating training sessions and meetings
- Delegating responsibilities to Team Leads as appropriate
- Monitoring team and individual performance
- Conducting performance evaluations for individuals and the entire Team
- Making recommendations for promotions and compensation increases as appropriate
- Providing cross-functional assistance to other internal teams upon request
- Contributing to continuous improvement efforts
- Assisting with special projects as assigned

An ideal candidate profile will include:

- At least five years of experience from the financial services, retirement services or banking industry or similar / related
- At least two years of Managerial, Supervisory and/or Team Lead experience
- A Bachelor's Degree


- Intermediate to advanced proficiency with Microsoft Word, Excel and Outlook
- Accurate data entry skills


- Leadership qualities
- The ability to oversee, coach and mentor others
- Effective communication and relationship management skills
- Strategic planning and prioritization skills
- Decision making and problem solving skills
- Teamwork skills


- Comprehensive understanding of IRA rules and Regulations related to distribution transactions +++
- CISP Designation +++
- Working knowledge of Trust Accounting Systems +++
- Experience with IRA's, 401[k] plans and other Qualified Retirement Plans +++
- Knowledge of IRS rules and regulations related to IRAs and Qualified Retirement Plans +++
- Experience with Salesforce +++
- Experience with SharePoint Applications +++

JobGiraffe's client is a leading provider of specialized services for the investment industry.

This position offers many future promotion and advancement opportunities in a fast-growing company.

Please submit your resume by using the Apply Now feature.

All resumes submitted will be reviewed based on the candidate profile listed above.

Candidates with the most relevant background will be selected first and asked to participate in a screening.

Initial screenings can be done in-person during office hours, before or after hours, or by phone if needed.

JG ID #20-1100 - Oak Brook, IL 60523

Relevant Skills, Experience, Industries:
Management Skills - People or Projects Finance-Financial Services Management Skills - People or Projects, Financial, Banking, Insurance, Real Estate, Investment, Related Services

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