7 Financial Analyst Jobs in Toledo, OH
Wilcox Financial is Hiring a Financial Analyst Near Toledo, OH
The role of the Financial Analyst is to manage client services and meeting prep for financial advisors through excellent customer service and anticipation of client and advisor needs
The Analyst will collaborate with additional staff members, as needed, to provide customer service and advisor support related to all WF/WSM clients.
Primary Duties and Responsibilities
· Support financial advisors in serving clients by preparing for meetings and following-up with clients on related documentation and action items.
· Update and prepare consolidated balance sheets and statements.
· Provide effective and efficient oral and written communication with clients and advisors
· Research client inquiries and resolves issues
· Construct visual aids including charts, graphs, and tables to be used in meetings with clients.
· Organize and input data into financial planning and retirement software for advisor’s review, interpretation and projections.
· Keep RedTail database updated with current information.
· Work with various back office platforms to complete applications, forms and other documents.
· Help cover reception desk, as part of a rotation, to relieve receptionist for lunch and time-off
· Other duties, as assigned
Qualifications
· Experience and/or education in the area of finance, accounting or banking desired.
· Customer service-focused with the ability to anticipate client needs and those of the advisor.
· Critical thinker with the ability to work effectively as a member of a team, but also independently to execute a plan/idea through completion and meet deadlines with little or no supervision.
· Strong oral and written communication skills and the ability to effectively interact with high level executives/clients.
· Excellent computer skills in all Microsoft Office applications and database management.
· Highly organized with the ability to successfully manage and prioritize multiple tasks
Compliance Requirements
· Get fingerprinted per NASD requirement
Work Schedule
· 40 hours per week; Salary
Job Summary
Full Time
$76k-94k (estimate)
06/26/2024
12/21/2024
oncalladvisor.com
Oak Creek, WI
<25
Related Companies
The job skills required for Financial Analyst include Accounting, Financial Planning, Microsoft Office, Written Communication, Customer Service, Balance Sheet, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Analyst job description and responsibilities
Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.
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Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.
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Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.
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They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.
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Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Analyst jobs
To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.
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Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.
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To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.
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Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.
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With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.
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Step 3: View the best colleges and universities for Financial Analyst.
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