Russell Tobin · 3 weeks ago
Finance Operations
Russell Tobin is seeking a motivated Financial Operations Associate to join one of their top financial services clients. This role offers recent graduates the opportunity to gain hands-on experience in a professional finance environment by supporting daily financial operations and client account activities.
Responsibilities
Support daily financial operations and client account activities
Provide customer service support as needed, assisting with client inquiries and account-related requests
Review, verify, and maintain account documentation and transactions
Collaborate with internal teams to resolve escalations and ensure accuracy
Maintain compliance with firm policies and regulatory requirements
Contribute to process improvements and operational efficiency
Qualification
Required
Bachelor's degree required
Strong attention to detail and organizational skills
Proficient in Microsoft Excel and other office applications
Excellent communication and teamwork abilities
This position is open to local candidates only — applicants must be located in Ohio
Preferred
Bachelor's degree (Finance, Business, or related field preferred)
Internship experience accepted
Benefits
Comprehensive healthcare coverage (medical, dental, and vision plans)
Supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity)
401(k)-retirement savings
Life & disability insurance
An employee assistance program
Legal support
Auto, home insurance
Pet insurance
Employee discounts with preferred vendors
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.