Adecco USA
Financial Analyst
Adecco USA, Atlanta, Georgia, United States, 30383
Adecco is seeking a highly skilled and experienced
Financial Analyst
to join our client's team in Atlanta, GA. In this position, you will play a crucial role in managing complex IRA accounts and providing exceptional client service.
Top reasons to work with Adecco:
Competitive weekly pay: $35.17 per hourUpskilling opportunities through the Adecco Aspire AcademyDedicated onboarding specialist to guide you from offer to your first day.Requirements:
Bachelor's degree (BS/BA) required.Minimum 5 years of experience in the Private Banking space, with a focus on IRA retirement, wealth management, and client relationship management.Strong proficiency in systems such as PACE, CMT, SALESFORCE, and FIRST.Intermediate-level Microsoft Office Suite skills.Responsibilities:
Manage the IRA Resource Center AOP WIP and complex situations requiring advanced technical expertise.Review and approve AOP WIP submissions, monitor progress, and authorize a wide range of new account engagements.Service the Enterprise-wide Private Bank and niche external clients.Collaborate with internal partners (FA's, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups, and Trust Administration) to ensure accurate, timely, and efficient administration.Manage business risk under the guidance of senior team members.Act as a technical resource for the team and field-based officers.Pay Details:
$35.17 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adecco.com/en-us/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance ActLos Angeles City Fair Chance OrdinanceLos Angeles County Fair Chance Ordinance for EmployersSan Francisco Fair Chance Ordinance
Financial Analyst
to join our client's team in Atlanta, GA. In this position, you will play a crucial role in managing complex IRA accounts and providing exceptional client service.
Top reasons to work with Adecco:
Competitive weekly pay: $35.17 per hourUpskilling opportunities through the Adecco Aspire AcademyDedicated onboarding specialist to guide you from offer to your first day.Requirements:
Bachelor's degree (BS/BA) required.Minimum 5 years of experience in the Private Banking space, with a focus on IRA retirement, wealth management, and client relationship management.Strong proficiency in systems such as PACE, CMT, SALESFORCE, and FIRST.Intermediate-level Microsoft Office Suite skills.Responsibilities:
Manage the IRA Resource Center AOP WIP and complex situations requiring advanced technical expertise.Review and approve AOP WIP submissions, monitor progress, and authorize a wide range of new account engagements.Service the Enterprise-wide Private Bank and niche external clients.Collaborate with internal partners (FA's, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups, and Trust Administration) to ensure accurate, timely, and efficient administration.Manage business risk under the guidance of senior team members.Act as a technical resource for the team and field-based officers.Pay Details:
$35.17 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adecco.com/en-us/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance ActLos Angeles City Fair Chance OrdinanceLos Angeles County Fair Chance Ordinance for EmployersSan Francisco Fair Chance Ordinance