Brokerage Coordinator
Mack & Associates, Ltd., Chicago, IL, United States
A Financial services company in Chicago is seeking a highly organized and detail-oriented Brokerage Coordinator to support a team of investment professionals. This fully in-person role offers a salary range of $65,000–$80,000 and plays a critical part in ensuring the day-to-day operations of the team run smoothly and efficiently. This position supports Portfolio Managers and Analysts across multiple sector teams and is ideal for someone who thrives in a fast-paced environment, enjoys multitasking, and takes pride in keeping teams organized, prepared, and operating at a high level.
Key Responsibilities of the Brokerage Coordinator
Coordinate and manage complex calendars, including scheduling analyst calls, internal meetings, and external engagements
Organize and oversee conference logistics, including registration, scheduling meetings, and preparing detailed itineraries
Arrange and manage travel plans, including flights, hotels, and transportation, ensuring alignment with conference schedules and individual preferences
Prepare materials for meetings and conferences, including pulling, organizing, and printing financial models and reports as needed
Support multiple sector teams by prioritizing administrative needs and ensuring seamless day-to-day operations
Track conference attendance and adjust travel plans based on evolving schedules and team needs
Serve as a central point of coordination for the team, maintaining clear communication and execution across all moving parts
Assist with additional administrative tasks to support Portfolio Managers, Analysts, and overall team productivity
Qualifications of the Brokerage Coordinator
2+ years of experience in an administrative, executive assistant, or similar support role
Strong organizational and time management skills with the ability to handle multiple priorities
High attention to detail, especially when managing scheduling, travel logistics, and documentation
Excellent written and verbal communication skills
Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
Ability to thrive in a fast-paced, team-oriented environment
Proactive mindset with strong problem‑solving skills
Professionalism and discretion when handling sensitive information
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Key Responsibilities of the Brokerage Coordinator
Coordinate and manage complex calendars, including scheduling analyst calls, internal meetings, and external engagements
Organize and oversee conference logistics, including registration, scheduling meetings, and preparing detailed itineraries
Arrange and manage travel plans, including flights, hotels, and transportation, ensuring alignment with conference schedules and individual preferences
Prepare materials for meetings and conferences, including pulling, organizing, and printing financial models and reports as needed
Support multiple sector teams by prioritizing administrative needs and ensuring seamless day-to-day operations
Track conference attendance and adjust travel plans based on evolving schedules and team needs
Serve as a central point of coordination for the team, maintaining clear communication and execution across all moving parts
Assist with additional administrative tasks to support Portfolio Managers, Analysts, and overall team productivity
Qualifications of the Brokerage Coordinator
2+ years of experience in an administrative, executive assistant, or similar support role
Strong organizational and time management skills with the ability to handle multiple priorities
High attention to detail, especially when managing scheduling, travel logistics, and documentation
Excellent written and verbal communication skills
Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
Ability to thrive in a fast-paced, team-oriented environment
Proactive mindset with strong problem‑solving skills
Professionalism and discretion when handling sensitive information
#J-18808-Ljbffr