Junior Financial Analyst

Russell Tobin; Columbus (OH); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Healthcare coverage

Dental coverage

Vision coverage

401(k) retirement savings

Life insurance

Disability insurance

Employee assistance program

Legal support

Auto insurance

Home insurance

Pet insurance

Employee discounts

Job summary

Russell Tobin is recruiting a Junior Financial Analyst in Columbus, OH to support retirement services and financial advisors. Recent graduates are welcome, and internship experience is considered advantageous as you gain hands-on exposure to client inquiries, accounts, and day-to-day tasks.

You will handle inquiries, research solutions, and collaborate with branch staff while building professional relationships.

Qualifications

• Bachelor's degree required.
• Strong communication and active listening skills.
• Excellent attention to detail and ability to multitask.
• Strong problem-solving and critical-thinking skills.
• Ability to handle challenging interactions professionally.
• Eagerness to learn, adapt, and apply new knowledge.
• Relevant internship experience will be considered — you don't need years of professional experience to apply!

Responsibilities

• Handle incoming calls from financial advisors and branch employees regarding Retirement Services.
• Research and resolve inquiries using internal and external resources.
• Assist with questions related to retirement accounts, contributions, distributions, and tax procedures.
• Follow established procedures and route requests to the appropriate teams.
• Escalate complex issues for further research and resolution.
• Build strong professional relationships while delivering excellent customer service.

Skills

Strong communication

Active listening

Attention to detail

Multitasking

Problem solving

Critical thinking

Professionalism

Eagerness to learn

Education

Bachelor's degree

Job description

Our client, a leading financial services company, is looking to hire a Junior Financial Analyst (Recent Graduates Welcome!) in Columbus, OH.

Junior Financial Analyst - Recent Graduates & Internship Experience Welcome!

Are you a recent graduate ready to launch your career in financial services? This is an excellent opportunity to gain hands‑on experience supporting financial advisors and branch employees with retirement accounts, financial products, and client inquiries. Candidates with relevant internship experience are encouraged to apply!

Pay Rate Range: $20-$23/hour, depending on experience

Responsibilities:

• Handle incoming calls from financial advisors and branch employees regarding Retirement Services.
• Research and resolve inquiries using internal and external resources.
• Assist with questions related to retirement accounts, contributions, distributions, and tax procedures.
• Follow established procedures and route requests to the appropriate teams.
• Escalate complex issues for further research and resolution.
• Build strong professional relationships while delivering excellent customer service.

Requirements:

• Bachelor's degree required.
• Strong communication and active listening skills.
• Excellent attention to detail and ability to multitask.
• Strong problem-solving and critical-thinking skills.
• Ability to handle challenging interactions professionally.
• Eagerness to learn, adapt, and apply new knowledge.
• Relevant internship experience will be considered — you don't need years of professional experience to apply!

Preferred Qualifications:

• Internship or experience in financial services, banking, or brokerage.
• Familiarity with retirement products or financial accounts.

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.