Finance Associate

Russell Tobin; Columbus (OH); On-site; USD 26,174 - 31,684; Full time

Benefits offered by this job

Supportive team culture

Professional development opportunities

Competitive hourly rate

Job summary

A leading financial services firm is seeking a Junior Finance Analyst in Columbus, OH. This role involves supporting the Retirement Services Team by handling client inquiries and performing data analysis. Ideal for recent graduates, offering a competitive hourly rate of $19-$23. Join a collaborative environment with opportunities for growth and exposure to retirement products.

Qualifications

• Bachelor’s degree in a relevant field.
• Prior internship experience in finance or banking required.
• Proficiency in Microsoft Excel and financial databases.

Responsibilities

• Respond to inquiries from financial advisors regarding retirement accounts.
• Utilize systems to research and resolve account-related questions.
• Support senior analysts with data review and documentation.
• Contribute to identifying process improvements.
• Maintain compliance with internal standards and industry regulations.

Skills

Strong analytical skills

Excellent communication skills

Time management

Interpersonal skills

Proficiency in Microsoft Excel

Education

Bachelor’s degree in Finance, Business Administration, Accounting, Economics, or a related field

Job description

Job Title

Finance Analyst – Junior Level (Retirement Services)

Location

Columbus, OH (Onsite)

Duration

12-Month Contract (Potential for Extension or Conversion)

Pay Rate

$19/hr – $23/hr

About the Company

Join one of the leading firms in the financial services industry — a trusted global organization recognized for its excellence, innovation, and commitment to developing top talent. This is an excellent opportunity for recent graduates or early-career professionals to gain hands‑on experience within a collaborative, fast‑paced, and growth‑oriented environment.

Team Overview

The Retirement Services Team within the Brokerage Service Network (MSSN) provides comprehensive IRA and retirement account support to financial advisors and branch employees. The team handles inquiries related to retirement accounts and products, contribution and distribution procedures, and retirement‑related tax matters. Team members play a key role in ensuring clients receive accurate information, efficient solutions, and exceptional service.

Position Overview

The Associate Analyst (Junior Level) will support the Retirement Services Team by assisting with data analysis, operational support, and client inquiries. This role is ideal for someone who has completed an internship in finance or banking and is eager to grow within a large financial institution.

Primary Responsibilities

• Respond to inquiries from financial advisors and branch employees regarding retirement accounts, policies, and procedures.
• Utilize internal systems and tools to research and resolve account‑related questions efficiently.
• Follow established processes to route requests or escape complex issues for further investigation.
• Support senior analysts with data review, reporting, and documentation.
• Contribute to identifying process improvements that enhance client service quality and operational efficiency.
• Maintain compliance with internal standards and industry regulations.
• Meet department service goals and performance metrics as established by management.

Required Qualifications

• Bachelor’s degree in Finance, Business Administration, Accounting, Economics, or a related field.
• Prior internship experience in finance, banking, or a related field is required.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to multitask, manage time effectively, and adapt in a fast‑paced environment.
• Strong interpersonal skills and ability to maintain positive client relationships.
• Proficiency in Microsoft Excel and comfort with financial systems or databases.

Preferred Qualifications

• Knowledge of retirement products, IRAs, or brokerage operations (preferred but not required).
• Current or past Series 7 license (a plus, but not required).
• Previous experience in a client support or financial services environment.

Why Join Us

• Be part of a globally recognized financial institution with room to grow.
• Gain valuable exposure to retirement products, operations, and compliance.
• Work in a supportive team culture focused on professional development.
• Competitive hourly rate with potential for long‑term opportunities based on performance.

Additional Information

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