Top 357 Finance agent Jobs in Chicago, Il

IPC - Investor Services Associate
The Inland Real Estate Group of Companies —Oak Brook, IL
- $60,000 - $70,000 a year
- Full-time
- Pass drug screening
- Research
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
5d
FBI Special Agent: CPA/Accounting/Finance Expertise
Federal Bureau of Investigation —Chicago, IL
- $103,263 - $133,200 a year
- Full-time
- Doctoral degree
- CPA
- Master's degree
3d
Special Agent: Accounting/Finance Background
Federal Bureau of Investigation —Chicago, IL
- $103,236 - $133,200 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
3d
Financial Agent Entry Level
New York Life - Chicago Northshore —Deerfield, IL
- $65,000 - $84,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Finance
- Business development
- Disability insurance
- Health insurance
Quick Apply
4d
Labor Account Executive I
Health Care Service Corporation —Chicago, IL
- $66,400 - $99,600 a year
- Full-time
- Hybrid work
- Sales
- Mid-level
- Finance
1d
Energy Analyst, New Transactions
Meta —Chicago, IL
- $132,000 - $188,000 a year
- 5 years
- Finance
- SQL
3d
Associate – Investment Banking – Public Finance
Loop Capital —Chicago, IL
- $110,000 - $160,000 a year
- Weekends as needed
- Microsoft Excel
- Customer service
- Mid-level
- Paid holidays
- Disability insurance
Front Office Agent
Loews Chicago Hotel —Chicago, IL
- $24.39 an hour
- Weekends as needed
- Ability to walk for extended periods
- Hotel
- Military encouraged
- Paid holidays
- Health insurance
Quick Apply
10d
Energy Analyst, Portfolio
Meta —Chicago, IL
- $104,000 - $155,000 a year
- Mid-level
- 3 years
- Finance
3d
Concierge Agent
tastylive —Chicago, IL
- $60,000 - $65,000 a year
- Office
- Continuous improvement
- 1 year
- Commuter assistance
- Health insurance
2d
Customer Success Agent
Order.co —Chicago, IL
- $22 - $24 an hour
- Part-time
- Remote
- Bachelor's degree
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Loan Administrator
Associated Bank —Chicago, IL
- $27.53 - $47.20 an hour
- Full-time
- Background check
- 7 years
- Research
- Employee stock purchase plan
- 401(k)
5d
Loan Sales Representative
Above Lending —Chicago, IL
- Full-time
- Remote
- Computer literacy
- Mid-level
- Computer skills
- Paid parental leave
- Paid holidays
Internal Audit Associate
EquiTrust Life Insurance Co. —Chicago, IL
- $36.30 - $49.91 an hour
- Full-time
- Hybrid work
- CPA
- Office
- Finance
- Paid parental leave
- Paid holidays
Quick Apply
Sales Representative
Radius International —Bensenville, IL
- $60,000 - $85,000 a year
- Full-time
- Mid-level
- 3 years
- Business development
- Mileage reimbursement
- Disability insurance
Quick Apply
Product Manager – Personal Auto Insurance (Pricing)
AMERICAN FREEDOM INSURANCE —Mount Prospect, IL
- $135,000 - $150,000 a year
- Monday to Friday
- Mid-level
- Office
- 3 years
- Paid training
- Health savings account
Quick Apply
8d
Director, Product Management & Marketing (Lighting)
Leviton Manufacturing —Northbrook, IL
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Inventory management
- Master's degree
- Bachelor's degree
- Paid holidays
- Health insurance
Executive Underwriter OR AVP Underwriting Director - E&S Excess Casualty
Zurich Insurance Company Ltd. —Chicago, IL
- $110,300 - $238,700 a year
- Full-time
- Hybrid work
- 3 years
- High school diploma or GED
- Team management
- Flexible schedule
2d
Entry Level Insurance Sales Agent - Hybrid Remote (IL)
Bankers Life —Schaumburg, IL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
Quick Apply
Entry Level Insurance Sales Agent - Hybrid Remote (IL)
Bankers Life —Buffalo Grove, IL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
Quick Apply

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finance agent jobs near chicago, il

IPC - Investor Services Associate

The Inland Real Estate Group of Companies -
Oak Brook, IL

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year
5 days ago

Benefits

Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Typing
Quality data entry
Customer data entry

Full Job Description

Investor Services Associate
Position Summary
The Investor Services Associate plays a key role in supporting the full investor lifecycle by coordinating investor transactions, maintaining investor records, assisting with investor communications, and supporting investor-facing technology platforms. This position works closely with internal teams and external service providers to help ensure accurate transaction processing, data integrity, timely communication, and a consistent investor experience.
The ideal candidate is detail-oriented, service-focused, and eager to build a career in investor services, financial services, real estate, or investment operations. This role offers exposure to a variety of investor processes and provides opportunities to contribute to operational excellence, process improvements, and scalable service delivery.

Responsibilities

Support the review, coordination, and processing of investor transactions, including subscriptions, transfers, distributions, replacement payments, and related reconciliations and reporting.
Analyze and maintain investor records to ensure completeness, accuracy, and consistency across supporting documentation, internal procedures, investor portals, and third-party systems.
Monitor wire transfers, payments, and related transaction activity; research discrepancies and coordinate timely resolution with internal teams and external service providers.
Coordinate investor communications, including statements, confirmations, notices, and account updates, while supporting the maintenance of investor portals and document repositories.
Partner with third-party providers, including fund administrators, custodians, and transfer agents, to support transaction processing, reporting, issue resolution, and investor data integrity.
Deliver professional support to investors, financial professionals, and custodians by responding to inquiries, investigating account issues, providing status updates, and helping facilitate timely resolutions.
Collaborate with internal departments, including Fund Accounting, Investor Relations, Compliance, and Asset Management, to support ownership changes, account updates, refinances, investor documentation, and other investor-related activities.
Assist with investor portal administration, including user access, navigation support, troubleshooting, and issue resolution to ensure a positive investor experience.
Support system enhancements, data quality initiatives, process documentation, and reporting activities designed to improve operational efficiency and scalability.
Maintain the highest standards of personal and professional integrity while adhering to company policies, applicable laws, regulations, and industry requirements.
Perform additional duties and special projects as assigned.

Qualifications
Education

Bachelor’s degree in Business, Finance, Accounting, Real Estate, or a related field from an accredited four-year college or university; or an equivalent combination of professional knowledge and relevant work experience.

Experience

0–3 years of related professional experience.
Experience in investor services, financial services, real estate, investment operations, fund administration, mortgage services, accounting, or client service operations is preferred.
Internship, administrative, processing, or operations experience within a professional office environment will also be considered.

Certifications/Licenses

No certifications or licenses are required for this position.

Skills

Strong attention to detail with the ability to review information for accuracy, completeness, and consistency.
Excellent organizational and time-management skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Superior communication and client service skills, with the ability to interact professionally with investors, financial professionals, custodians, third-party providers, and internal business partners.
Intermediate proficiency with Microsoft Office Suite, Adobe Acrobat, investor portals, and related business applications.
Ability to research routine account and transaction issues, identify discrepancies, and coordinate appropriate follow-up in accordance with established procedures.
Capable of working independently while collaborating effectively within a team environment.
Ability to apply established policies, procedures, and business practices to support accurate and consistent outcomes.
Strong keyboarding and data-entry skills required.

What You'll Bring

A commitment to delivering exceptional investor service and fostering positive relationships.
A proactive, solutions-oriented approach to problem-solving and issue resolution.
A strong sense of accountability and ownership when managing investor-related processes and transactions.
The ability to thrive in a collaborative environment while maintaining accuracy and attention to detail.

This role offers the opportunity to develop and expand expertise in investor services, fund operations, financial services, and real estate investment management. The ideal candidate brings a strong understanding of financial concepts and terminology, exceptional attention to detail, and a desire to contribute as a valued member of a collaborative, service-focused team.

Annual Base Salary Range: $60,000.00 to $70,000.00.

Inland offers a competitive range of benefits for eligible Full-time employees:

Medical/Dental/Vision insurance (PPO)
Participation in the company 401(k) plan with a company match
Vacation Time, Nine Paid Holidays, Three floating holidays per year
Sick time
Tuition reimbursement opportunity
Company-paid life insurance equaling your annual base salary
Company-paid short-term and long-term disability
Paid Parental Leave

This position is eligible as an internal promotion opportunity.

To learn more about the Benefits Inland offers its employees please click the link to learn more.

We are a drug-free workplace. Pre-employment background checks and drug screening is performed on all new hires, in accordance with applicable laws and regulations.

We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial, marital or veteran status, disability, or any other legally protected classes.

We are an E-Verify employer. Please click the following link to learn more.

Quick Apply

Refine Your Search

finance agent jobs in chicago, il

IPC - Investor Services Associate

FBI Special Agent: CPA/Accounting/Finance Expertise

Special Agent: Accounting/Finance Background

Financial Agent Entry Level

Labor Account Executive I

Energy Analyst, New Transactions

Associate – Investment Banking – Public Finance

Front Office Agent

Energy Analyst, Portfolio

Concierge Agent

Customer Success Agent

Loan Administrator

Loan Sales Representative

Internal Audit Associate

Sales Representative

Product Manager – Personal Auto Insurance (Pricing)

Director, Product Management & Marketing (Lighting)

Executive Underwriter OR AVP Underwriting Director - E&S Excess Casualty

Entry Level Insurance Sales Agent - Hybrid Remote (IL)

Entry Level Insurance Sales Agent - Hybrid Remote (IL)

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