Finance Operations Analyst – Onsite in Ohio

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

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.