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Company

Original Job Post

AssuredPartners · 3 days ago

Temporary Financial Analyst

Atlanta, GA

Full-time

Hybrid

Entry Level

2+ years exp

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Employee BenefitsFinancial Services

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Responsibilities

Assist client service managers, including account opening, maintenance, and documentation.

Coordinate client meetings and appointments, prepare meeting materials and ensure all necessary documents are available.

Assist with financial transactions, including processing payments, transfers, and withdrawals, and reconciling account balances.

Maintain accurate records and files, organizing documents and data in accordance with regulatory requirements and company policies.

Assist with the preparation of financial reports, presentations, and proposals for clients and internal stakeholders.

Assist with special projects and initiatives as assigned by management, providing administrative support and coordinating activities as needed.

Stay informed about industry trends, regulatory changes, and best practices in financial services, participating in training and professional development opportunities as appropriate.

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.

Financial servicesMicrosoft OfficeOrganizational skillsAttention to detailCommunicationInterpersonal skills

Required

Bachelor's degree in finance, business administration, or a related field preferred; relevant experience may be considered in lieu of a degree.

0-2 years of experience in financial services, administrative support, or a related field.

Strong organizational skills and attention to detail, with the ability to maintain accuracy and confidentiality in a fast-paced environment.

Strong communication and interpersonal skills, with the ability to interact effectively with plan participants, colleagues, and external service providers.

Proficiency in Microsoft Office suite.

Benefits

Professional development opportunities

Company

AssuredPartners

Glassdoor

3.8

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers.

Founded in 2011

Orlando, Florida, USA

5,001-10,000 employees