Management Trainee

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 leading financial services company based in Columbus, OH, is hiring a Management Trainee for a full-time position. This role offers growth opportunities in a dynamic and collaborative workplace.

As a Management Trainee, you'll assist with daily operations, including data entry, scheduling, and meeting organization. You'll also gain exposure to client relations and financial analysis.

You'll work in a collaborative team environment in Columbus, OH, where you'll collaborate with colleagues on various projects using tools like Slack, Trello, and Microsoft Teams. Our office is conveniently located with nearby amenities such as restaurants, cafes, and parks, providing a comfortable and productive workplace. The team environment encourages open communication and idea sharing, fostering a culture of continuous learning and improvement. You'll be responsible for tasks such as project management, data analysis, and client communication, requiring strong organizational skills and attention to detail. The office is equipped with modern technology and resources to support your work, ensuring a seamless and efficient workflow.

The annual salary range for this position is between $45,000 and $60,736, with benefits not yet disclosed. This role involves a variety of tasks, including data analysis, report generation, and client communication. Employees will utilize standard office software such as Microsoft Office Suite and data analysis tools like Excel and Tableau. The workplace is typically an office environment, and candidates should have a bachelor's degree in a related field, along with at least two years of relevant experience.

Candidates should have a bachelor's degree in business administration, finance, or a related field. Previous experience in customer service or administration is preferred. Strong communication skills, attention to detail, and teamwork abilities are essential.

• Assisting in day-to-day operations, data entry, scheduling appointments, organizing meetings, gaining exposure to client relations and financial analysis.
• Bachelor's degree in business administration, finance, or related field.
• Previous experience in customer service or administrative role.
• Strong communication skills, attention to detail, ability to work well in a team.