• Randstad
  • $94,285.00 -143,520.00/year*
  • Wilmington, DE
  • Financial Services - Banking/Investment/Finance
  • Full-Time
  • 2101 Shallcross Ave

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Junior Financial Analyst



**job details:**



+ location:Wilmington, DE

+ salary:$17.10 per hour

+ date posted:Wednesday, May 15, 2019

+ experience:1 Years

+ job type:Contract

+ industry:Finance and Insurance

+ reference:459714



**job description**



Junior Financial Analyst



job summary:

**Junior Financial Analyst**



One of our clients is looking for an enthusiastic financial minded candidate to support their Private Wealth Advisor group . This is an entry level position with great room for growth within the company.



**Experience** :



Need at least ONE of the following



o Bachelor's degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF's & Mutual funds, investment portfolio construction, Asset Allocation theory)



o One year of experience in the financial Services experience - in areas dealing with investments (stocks, bonds, ETF's & Mutual funds)



**Additional-**



- Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment



- Clear and efficient communicator; results oriented; flexible and adaptable



- Ability to build relationships across departments throughout Company



- Result oriented individual who is flexible and able to adaptable to change



- Excellent communication and interpersonal skills



- Strong focus on customer service



location: Wilmington, Delaware

job type: Contract

work hours: 8 to 5

education: Bachelor's degree

experience: 1 Years



responsibilities:

**Responsibilities**



- Assist in the sales process for Advisory programs and platform to Financial Advisors or Private Wealth Advisors.



- Heavy direct contact with Financial Advisors, Private Wealth Advisors and branch office personnel.



- Proficiently utilize all proprietary applications such as CG Portal, 3D Desktop, 3DR, Lydia (trading application), Account Inception and Update Tool, and Common Proposal System as well as navigate other system tools available.



- Provide proactive education and assistance to Branch Managers, FAs, PWAs, and Sales Assistants in Advisory programs with respect to: product, policies, procedures and online systems navigation.



- Assist FAs and PWAs with questions involving new account opening procedures, generation of proposals for active clients or prospects, trading of accounts and training on various program policies and guidelines.



- Work collaboratively with team members by managing call volume and service levels while providing outstanding customer service.



- Utilize contact management system (Avaya and Connect) effectively.



- Participate in FSS cross training programs to broaden and strengthen experience in the industry and across multiple Advisory programs.



qualifications:

**Qualifications**



**Experience** :



Need at least ONE of the following-



o Bachelor's degree in either Economics or Finance (course work should involve investments - stocks, bonds, ETF's & Mutual funds, investment portfolio construction, Asset Allocation theory)



o One year of experience in the financial Services experience - in areas dealing with investments (stocks, bonds, ETF's & Mutual funds)



**Additional-**



- Enthusiastic team player, self-motivated, ability to prioritize and work in a fast-paced environment



- Clear and efficient communicator; results oriented; flexible and adaptable



- Ability to build relationships across departments throughout Company



- Result oriented individual who is flexible and able to adaptable to change



- Excellent communication and interpersonal skills



- Strong focus on customer service



skills: Customer Service

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
Associated topics: analyse, business systems analyst, financial analyst, financial analytic, forecasting, government, investment analytics, legal, refinement, regulation

* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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