Entry-Level Financial Analyst: Retirement Services Support

Russell Tobin; Columbus (OH); In loco; USD 28.000 - 32.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare coverage

Dental coverage

Vision coverage

401(k) retirement savings

Life insurance

Disability insurance

Employee assistance program

Legal support

Auto insurance

Home insurance

Pet insurance

Employee discounts

Descrizione del lavoro

Russell Tobin is recruiting a Junior Financial Analyst in Columbus, OH to support retirement services and financial advisors. Recent graduates are welcome, and internship experience is considered advantageous as you gain hands-on exposure to client inquiries, accounts, and day-to-day tasks.

You will handle inquiries, research solutions, and collaborate with branch staff while building professional relationships.

Competenze

• Bachelor's degree required.
• Strong communication and active listening skills.
• Excellent attention to detail and ability to multitask.
• Strong problem-solving and critical-thinking skills.
• Ability to handle challenging interactions professionally.
• Eagerness to learn, adapt, and apply new knowledge.
• Relevant internship experience will be considered — you don't need years of professional experience to apply!

Mansioni

• Handle incoming calls from financial advisors and branch employees regarding Retirement Services.
• Research and resolve inquiries using internal and external resources.
• Assist with questions related to retirement accounts, contributions, distributions, and tax procedures.
• Follow established procedures and route requests to the appropriate teams.
• Escalate complex issues for further research and resolution.
• Build strong professional relationships while delivering excellent customer service.

Conoscenze

Strong communication

Active listening

Attention to detail

Multitasking

Problem solving

Critical thinking

Professionalism

Eagerness to learn

Formazione

Bachelor's degree

Descrizione del lavoro

Russell Tobin is recruiting a Junior Financial Analyst in Columbus, OH to support retirement services and financial advisors. Recent graduates are welcome, and internship experience is considered advantageous as you gain hands-on exposure to client inquiries, accounts, and day-to-day tasks.

You will handle inquiries, research solutions, and collaborate with branch staff while building professional relationships.