via ZipRecruiter
$65K - 80K a year
Provide administrative and logistical support to investment professionals, managing schedules, travel, and meeting materials.
Requires 2+ years administrative experience, strong organizational skills, proficiency in Microsoft Office, and ability to manage multiple priorities in a fast-paced environment.
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 P-8
This job posting was last updated on 4/7/2026