Randstad
financial analyst
Randstad, Atlanta, Georgia, United States, 30383
financial analyst.
atlanta , georgia
posted november 8, 2024
job details
summary
$35.16 - $35.17 per hour
temporary
bachelor degree
category management occupations
referenceAB_4652580
job details
Are you an experienced professional in the Private Banking space, ready to take on a challenging and impactful role? Join our IRA Resource Center team, where you'll manage complex IRA operations, work closely with a wide network of internal support partners, and serve a niche client base with a high level of technical expertise. . This is an exciting opportunity for someone with a BS/BA, at least 5 years of experience in Private Banking, and a deep understanding of IRA, wealth management, and client relationship management.
salary: $35.16 - $35.17 per hour
shift: First
work hours: 8 AM - 4 PM
education: Bachelors
Responsibilities
IRA Resource Center, Private Bank
Accountable for managing the IRA RC AOP WIP and complex situations that require a high level of technical expertise and knowledge. Reviews and approves AOP WIP submissions, monitors progress and approves a wide range of engagement for new accounts.
Responsible for servicing the Enterprise wide Private Bank as well as niche external client base. Along with internal support partners (FA's, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) SFO I will be expected to ensure accurate, timely and efficient administration, and to manage business risk with the guidance of more senior members. May act as a technical resource within the larger group and / or with field based officer
Skills
Financial Analysis
Financial Audit
Financial Planning
Qualifications
Years of experience: 2 years
Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
This posting is open for thirty (30) days.
get in touch
we are here to help you with your questions.
ES
eena singh
+1 555 555 5555 (tel:+1 555 555 5555)
eena.singh@randstadusa.com
atlanta , georgia
posted november 8, 2024
job details
summary
$35.16 - $35.17 per hour
temporary
bachelor degree
category management occupations
referenceAB_4652580
job details
Are you an experienced professional in the Private Banking space, ready to take on a challenging and impactful role? Join our IRA Resource Center team, where you'll manage complex IRA operations, work closely with a wide network of internal support partners, and serve a niche client base with a high level of technical expertise. . This is an exciting opportunity for someone with a BS/BA, at least 5 years of experience in Private Banking, and a deep understanding of IRA, wealth management, and client relationship management.
salary: $35.16 - $35.17 per hour
shift: First
work hours: 8 AM - 4 PM
education: Bachelors
Responsibilities
IRA Resource Center, Private Bank
Accountable for managing the IRA RC AOP WIP and complex situations that require a high level of technical expertise and knowledge. Reviews and approves AOP WIP submissions, monitors progress and approves a wide range of engagement for new accounts.
Responsible for servicing the Enterprise wide Private Bank as well as niche external client base. Along with internal support partners (FA's, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.) SFO I will be expected to ensure accurate, timely and efficient administration, and to manage business risk with the guidance of more senior members. May act as a technical resource within the larger group and / or with field based officer
Skills
Financial Analysis
Financial Audit
Financial Planning
Qualifications
Years of experience: 2 years
Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
This posting is open for thirty (30) days.
get in touch
we are here to help you with your questions.
ES
eena singh
+1 555 555 5555 (tel:+1 555 555 5555)
eena.singh@randstadusa.com