What are the responsibilities and job description for the Entry Level Finance position at Virtual?
Vaco Boston has partnered with our client in Lynn, MA, and we are looking to fill a Junior Wealth Operations Associate role.
Responsibilities :
- Performs monthly financial reporting tasks
- Supports the product team by compiling financial information to provide guidance and oversight on profitability of products, historical trends and adoption analysis
- Performs reporting and monitoring of actual and budget data in a timely and accurate manner
- Reviews product investment proposals to provide financial and operational support to product team in preparation of approval
- Maintains oversight for operational set up of approved proposals in project planning system
- Prepares materials for product planning meetings
- Participates in ad-hoc reporting, initiatives and analysis as assigned
- Assists in maintaining data integrity within multiple systems
- Investigates discrepancies and provides recommendations
- Assists in special projects, as needed
Skills and Qualifications :
Education :
