Finance & Operations Trainee: Launch Your Management Career

GetJobSmart; Columbus (OH); On-site; USD 45,000 - 61,000; Full time

Job summary

Vertex Atlantic, a Columbus-based financial services firm, is seeking a Management Trainee for a full-time role. You will assist with daily operations, data entry, scheduling, and meeting organization, while gaining exposure to client relations and financial analysis.

The position is office-based in Columbus, OH, with collaboration across teams using common tools. The role involves data analysis, report generation, and client communication, requiring a bachelor's degree and at least two years of

Qualifications

• Bachelor's degree in business administration, finance, or related field.
• At least two years of relevant experience.
• Strong communication skills, attention to detail, and teamwork abilities.
• Exposure to client relations and financial analysis.

Responsibilities

• Assist in day-to-day operations, data entry, scheduling appointments, and organizing meetings.
• Gain exposure to client relations and financial analysis.
• Support data analysis and report generation as part of daily tasks.
• Communicate with clients and team members to ensure smooth operations.

Skills

Data entry

Scheduling

Client communication

Data analysis

Teamwork

Organizational skills

Education

Bachelor's degree in business administration, finance, or related field

Tools

Microsoft Office Suite

Excel

Tableau

Slack

Trello

Microsoft Teams

Job description

Vertex Atlantic, a Columbus-based financial services firm, is seeking a Management Trainee for a full-time role. You will assist with daily operations, data entry, scheduling, and meeting organization, while gaining exposure to client relations and financial analysis.

The position is office-based in Columbus, OH, with collaboration across teams using common tools. The role involves data analysis, report generation, and client communication, requiring a bachelor's degree and at least two years of