What are the responsibilities and job description for the Financial Analyst - Entry Level position at Robert Half?
We are offering an contract employment opportunity for a Financial Analyst - Entry Level in Newport Beach, California. As a Financial Analyst, you will be contributing to a key project in the wealth management sector. You will be responsible for reviewing investment accounts, identifying discrepancies, and utilizing various tools for data management and reporting. Responsibilities • Accurately review and analyze investment management accounts and trades• Identify and highlight any discrepancies in data• Extensive use of Salesforce and Excel for effective data management and reporting• Contribute significantly to the success of the overall project in a detail oriented wealth management environment• Use financial analysis and data mining techniques to support budget processes and ad hoc financial analysis.
Salary : $22 - $25
