A leading financial services firm in Columbus is seeking a Finance Operations Associate in Wealth Management Tech Finance. This role involves implementing production tools, partnering with Technology teams, and improving operational processes. The ideal candidate has a Bachelor's degree, over 5 years of experience, and strong interpersonal skills. A competitive salary and comprehensive benefits are offered.
Qualifications
5+ years of financial services experience.
Proven track record of large-scale problem solving.
Enthusiastic, self-motivated, effective under pressure.
Responsibilities
Design new processes for implementation with Technology and Project teams.
Support the operations team through continuous on-boarding of strategic deliverables.
Manage relations with various levels of stakeholders.
Skills
Leadership skills
Interpersonal skills
Time management
Problem solving
Microsoft Office
Project Management
Strong communication skills
Education
Bachelor’s degree in accounting, finance or related discipline
Tools
Essbase
Alteryx
Tableau
Job description
A leading financial services firm in Columbus is seeking a Finance Operations Associate in Wealth Management Tech Finance. This role involves implementing production tools, partnering with Technology teams, and improving operational processes. The ideal candidate has a Bachelor's degree, over 5 years of experience, and strong interpersonal skills. A competitive salary and comprehensive benefits are offered.