Russell Tobin · 1 hour ago
Junior Business Analyst (Bank and Financial)
Purchase, NY
Contract
Onsite
Entry Level
$26/hr - $28/hr
1+ years expRussell Tobin is seeking a Business Analyst to join a leading Wealth Management / Private Banking organization. This role partners closely with Financial Advisors, Private Bankers, and internal teams to provide product support, resolve inquiries, and ensure a high-quality client experience.
ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Bianca Colombari R.
Responsibilities
Support Financial Advisors and Private Bankers with lending product inquiries
Assist with documentation, escalations, and transaction support
Prepare reports, presentations, and training materials
Analyze data and trends to support business initiatives
Collaborate with internal teams including Sales, Risk, Credit, and Operations
Qualification
Required
Bachelor's degree required
1-3 years of experience in banking, finance, or financial services
Strong communication, organizational, and problem-solving skills
Proficiency in Excel and PowerPoint
Preferred
Customer service or operations experience preferred
Familiarity with data and reporting tools such as Tableau, Access, or SharePoint
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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