Financial Services Opening - Entry Level
We are a financial services firm with an immediate opening and looking to hire the ideal candidate right away. This position has a lot of visibility with high ranking officials which will provide unlimited potential for growth for the right person. You'll be joining a team of 4 reporting to the client service group manager. This company has a tradition for promoting from within as the current group manager started as a financial services rep in a an entry level position like the opening now. This role offers plenty of development as we are looking to invest in the long-term with our newest staff members.
- Daily projects and reports with important internal or client deadlines
- Taking calls from clients, running reports and following up
- Partnering with the fund accounting team for client issues or escalated needs
- Internet research based on client needs
- A high volume of data entry within Excel, formulas and pivots.
- At least 6 months - 1 year of financial services experience
- A 4 year degree (Economics or Finance is preferred)
- Ability to multi-task while maintaining a high attention to detail
If you'd like to learn more, please submit your resume