Be an early applicantLess than 25 applicants

Company

Edelman Financial Engines · 23 hours ago

Analyst, Quality & Risk Monitoring

USA

Full-time

Remote

Entry Level

$63K/yr - $84K/yr

2+ years exp

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ConsultingFinancial Services

H1B Sponsor Likely

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Responsibilities

Perform quality control reviews on processes and account data to identify required actions or remediation

Identify and report on thematic trends and improvement opportunities

Facilitate cross-functional discussions to drive decision-making and deliver results

Review and update team procedural documentation and reporting

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Quality control/assuranceFinancial services experienceExcel skillsOperations experienceClient Service experienceProcess improvement

Required

Minimum of 2 years of financial services experience performing quality control/assurance

Intermediate Excel skills (i.e., VLOOKUP, pivot tables, etc)

Highly organized with strong attention to detail

Excellent verbal and written communication skills

Proven success in driving process/practice improvement

Preferred

Operations or Client Service experience a plus

Benefits

Discretionary bonus

Health

Dental and other wellness plans

401(k) contributions

Company

Edelman Financial Engines

Glassdoor

3.6

Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.

Founded in 1986

Boston, Massachusetts, USA

1001-5000 employees

https://www.edelmanfinancialengines.com/

H1B Sponsorship

Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2023 (27)

2022 (44)

2021 (40)

2020 (30)