SolomonEdwards · 1 day ago
Financial Operations Analyst (Local Candidates Only)
SolomonEdwards is a full-service professional services firm offering financial, operational, and technology consulting and operations support. They are seeking a Financial Operations Analyst to support high-net-worth clients in an operational finance capacity, providing hands-on experience in a collaborative culture.
Responsibilities
Support investment account servicing and daily financial operations
Maintain strong relationships with internal and external stakeholders
Manage high-net-worth client requests with professionalism and accuracy
Identify and escalate processing issues as needed
Ensure compliance with firm policies and regulatory requirements
Adapt quickly to new systems, tools, and workflow processes
Maintain meticulous attention to detail in all documentation and reporting
Qualification
Required
Bachelor's degree in Finance, Business, Accounting, Economics, or Mathematics
Strong customer service mindset and organizational skills
Excellent written and verbal communication skills
High attention to detail and accuracy under pressure
Proficiency with Microsoft Office Suite
Strong problem-solving and client-service orientation
Quick learner with adaptability to new systems and processes
Preferred
Internship, co-op, or relevant professional experience preferred
Benefits
Health insurance
Sick leave
401(k)
Company
SolomonEdwards
SolomonEdwards is a business consulting firm that offers financial, operational, and technology consulting services and operations support.
Funding
Current Stage
Late StageTotal Funding
$3.2M2005-01-20Series Unknown· $3.2M
Recent News
Business Wire
2025-12-02
Research and Markets
2025-09-02
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