Apply for Financial Data Analyst

The below job description outlines the responsibilities for the Financial Data Analyst:

Preferred but not required:

2+ years of experience in a fast-paced financial office environment
Financial Industry experience preferred
MS Office Suite, specifically Excel, and PPT
Desire to obtain long-term employment

This position also requires that you possess the following skills:

Ability to prioritize projects and manage time
Savvy customer service to include excellent communication – both verbal and written
Strong follow-through
Good-natured, positive attitude
Exceptional attention to detail with a commitment to accuracy and follow-through
Strong organizational skills, detail oriented, proactive, and resourceful
Friendly, professional phone manner and enjoys working with a variety of clients
Reliable with exceptional work ethic
Demonstrate maturity and poise under pressure
Flexibility to contribute as part of a team as well as independently
Responsibilities:

Greet clients and visitors, providing a warm, professional first impression
Manage and respond to phone calls, emails, and general correspondence
Schedule and coordinate client meetings, appointments, and internal events
Maintain accurate client records and assist with CRM data entry
Prepare, process, and track client paperwork and service requests
Assist with account onboarding, document preparation, and custodial follow-up
Provide general administrative support to advisors and operations team
Monitor office supplies and coordinate with vendors as needed
Assist with special projects, compliance tasks, and event planning as directed
This position offers an opportunity to work in a dynamic and fast-paced environment where you will contribute to strategic decision-making processes. We offer competitive compensation and benefits packages, including health insurance, retirement plans, and professional development opportunities. If you are a motivated individual with a passion for data analysis and financial planning, we encourage you to apply.

Job Type: Full-time

Pay: $16.00 - $21.00 per hour

Benefits:


401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Retirement plan
Vision insurance
Work Location: In person

Preferred but not required:

2+ years of experience in a fast-paced financial office environment
Financial Industry experience preferred
MS Office Suite, specifically Excel, and PPT
Desire to obtain long-term employment