Finance Support Junior
Finance Support Junior
Posted on :
05-07-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Title: Finance Support Junior
Location: Onsite in Columbus OH
Duration: 6 Months
Location: Onsite in Columbus OH
Duration: 6 Months
Candidates must be available to work an 8 hour shift within the timeframe of 8 AM - 6 PM
Responsibilities include:
Provide world class customer service to field facing counterparts in all interactions
Ability to handle a high volume of requests in a fast paced environment.
Be self-motivated and able to work in a strong team and high activity environment
Troubleshoot live mutual fund order entry and trade adjustment inquires
Able to assist the field with mutual fund journal requests
The ability to deliver and review 529 plans offered
Apply firm policies and procedures on 529 account opening and maintenance
Ability to provide paperwork documentation needed for new account opening change of broker-dealer and rollover requests
QUALIFICATIONS
Bachelors degree preferred or equivalent education or experience
Financial experience required; mutual fund experience preferred
Inbound call experience required
Excellent interpersonal and client service skills
Effective written and verbal communication skills
Strong attention to detail and excellent judgement
Organizational skills attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Strong computer skills including Microsoft Suite
Be self-motivated and able to work in a strong team and high activity environment
Responsibilities include:
Provide world class customer service to field facing counterparts in all interactions
Ability to handle a high volume of requests in a fast paced environment.
Be self-motivated and able to work in a strong team and high activity environment
Troubleshoot live mutual fund order entry and trade adjustment inquires
Able to assist the field with mutual fund journal requests
The ability to deliver and review 529 plans offered
Apply firm policies and procedures on 529 account opening and maintenance
Ability to provide paperwork documentation needed for new account opening change of broker-dealer and rollover requests
QUALIFICATIONS
Bachelors degree preferred or equivalent education or experience
Financial experience required; mutual fund experience preferred
Inbound call experience required
Excellent interpersonal and client service skills
Effective written and verbal communication skills
Strong attention to detail and excellent judgement
Organizational skills attention to detail and excellent follow up skills
Ability to research and resolve problems and service inquiries and escalate when appropriate
Strong computer skills including Microsoft Suite
Be self-motivated and able to work in a strong team and high activity environment
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
