Demo

Junior Finance Support

Hired by Matrix
Columbus, OH Full Time
POSTED ON 3/26/2025
AVAILABLE BEFORE 4/23/2025

At-a-Glance : Are you ready to build your career by joining a global financial institution. If so, our client is hiring a Junior Finance Support.

Position Type :
  • Contract
  • Onsite
  • Required :

    • Bachelor’s degree preferred or equivalent education or experience.
    • Financial experience required.
    • Inbound call experience required.
    • Mutual fund experience preferred.
    • 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.
    • Must be available to work an hour shift within the timeframe of AM - PM.
    • Responsibilities :

    • 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.
    • Ability to deliver and review plans offered.
    • Apply firm policies and procedures on account opening and maintenance.
    • Ability to provide paperwork documentation needed for new account opening, change of broker-dealer, and rollover requests.
    • Get in Touch :

      If you think you'd be a good match, submit your resume and reach out to Abhinav at () - to learn more.

      LI-SG

    Salary : $18 - $19

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