Financial Operations Analyst

Russell Tobin; South Jordan (UT); On-site; USD 33,000 - 34,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) plan

Life & disability insurance

Employee assistance program

Legal support

Insurance (auto/home/pet)

Job summary

Russell Tobin is seeking a Finance Associate/Analyst in Utah. The role focuses on providing professional support to internal clients, answering questions about financial products and processes, and building strong relationships through service.

The ideal candidate has a bachelor’s in Finance, Business, Accounting, Economics, or related field and about 1 year of relevant experience. Recent graduates encouraged to apply; licensing such as Series 7 is preferred but not required.

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.
• Strong interest in financial services and willingness to learn.

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 inquiries and provide accurate information regarding financial products, accounts, and processes.
• Research questions and resolve issues using internal systems, resources, and procedures.
• Identify and elevate complex issues to the appropriate teams when needed.
• Process requests accurately and in accordance with policies and procedures.
• Manage multiple priorities while meeting team and department service goals.
• Maintain accurate documentation and follow established procedures.
• Learn new systems and financial concepts and apply knowledge effectively.

Skills

Communication

Attention to detail

Multitasking

Time management

Customer service

Education

Bachelor's degree in Finance/Business/Accounting/Economics

Job description

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

Pay Rate Range: $24–$25/hr

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 and provide accurate information regarding financial products, accounts, and processes.
• Research questions and resolve issues using internal systems, resources, and established procedures.
• Identify and elevate complex issues to the appropriate teams when additional research or support is needed.
• Process requests accurately and in accordance with established policies and procedures.
• Manage multiple priorities while meeting team and department service goals.
• Maintain accurate documentation and follow established operational and compliance procedures.
• 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.
• 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.
• Recent graduates are encouraged to apply.
• Experience with financial products or retirement services is a plus, but not required.
• Securities licensing, such as Series 7, is preferred but not 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.