Finance Operations

Russell Tobin; Columbus (OH); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) savings plan

Employee discounts

Job summary

Russell Tobin is hiring a Finance Associate/Analyst in Ohio to provide professional support to internal clients and partners, manage inquiries about financial accounts, and ensure accurate documentation. The role requires a bachelor’s degree in a related field and about 1 year of experience, with strong communication skills and the ability to multitask in a fast-paced environment.

The position is onsite initially for 90 days, with comprehensive health and retirement benefits offered.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting, Economics, or a related field.
• Approximately 1 year of relevant experience; internship experience can count toward this requirement.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to multitask, manage time effectively, and prioritize in a fast-paced environment.
• Financial services, banking, or financial products experience is preferred but not required.
• Securities licensing, such as Series 7, is preferred but not required.
• Ability to work onsite every day for the first 90 days is required.

Responsibilities

• Provide professional support to internal clients and business partners by responding to questions and requests.
• Build and maintain strong relationships through excellent customer service and communication.
• Handle incoming inquiries related to financial accounts, products, and processes.
• Research questions and resolve issues using internal systems, resources, and established procedures.
• Process requests accurately and follow established policies and procedures.
• Identify and escalate complex issues to the appropriate teams for additional research or support.
• Manage multiple priorities while meeting team and department service goals.
• Maintain accurate documentation and ensure timely follow-up on requests.
• Quickly learn new systems, processes, and financial concepts and apply knowledge effectively.

Skills

Customer service

Communication

Multitasking

Attention to detail

Problem solving

Time management

Education

Bachelor's degree in Finance

Job description

Our client, a leading financial services firm, is looking to hire a Finance Associate / Analyst in Ohio.

Pay Rate Range: $22–$24/hr, depending on experience

Important: This position requires employees to work onsite every day for the first 90 days.

Responsibilities:

• Provide professional support to internal clients and business partners by responding to questions and requests.
• Build and maintain strong relationships through excellent customer service and communication.
• Handle incoming inquiries related to financial accounts, products, and processes.
• Research questions and resolve issues using internal systems, resources, and established procedures.
• Process requests accurately and follow established policies and procedures.
• Identify and escalate complex issues to the appropriate teams for additional research or support.
• Manage multiple priorities while meeting team and department service goals.
• Maintain accurate documentation and ensure timely follow-up on requests.
• Quickly learn new systems, processes, and financial concepts and apply knowledge effectively.

Requirements:

• Bachelor’s degree in Finance, Business, Accounting, Economics, or a related field.
• Approximately 1 year of relevant experience; internship experience can count toward this requirement.
• Recent graduates are encouraged to apply.
• Strong interest in financial services and willingness to learn.
• Excellent written, verbal, and interpersonal communication skills.
• Strong attention to detail and organizational skills.
• Ability to multitask, manage time effectively, and prioritize in a fast-paced environment.
• Strong problem-solving and critical-thinking skills.
• Ability to establish and maintain positive professional relationships.
• Comfortable learning and working with multiple systems and resources.
• Financial services, banking, or financial products experience is preferred but not required.
• Securities licensing, such as Series 7, is preferred but not required.
• Ability to work onsite every day for the first 90 days is required.

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates:

Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.