Financial Analyst jobs in United States
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Russell Tobin · 10 hours ago

Financial Analyst

Russell Tobin is seeking an Operations Professional to join their Shareworks Services & Operations team supporting the Brokerage @ Work business. The role involves managing account maintenance, processing payments, and collaborating with internal teams while ensuring compliance with operational standards.

ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Mariana Palitó Melo
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Responsibilities

Manage account maintenance, disbursements, transfers, and operational research
Process and investigate payments, stock transfers, checks, and Fed wire disbursements
Resolve escalated issues and clear outstanding debits
Handle client correspondence, requests, and account updates
Meet production and quality standards while following compliance guidelines
Collaborate with internal teams and support external clients
Cross-train across multiple operational functions

Qualification

Financial analysisOperations experienceMicrosoft OfficeAttention to detailClient-focusedTechnical supportWritten communicationVerbal communicationProblem-solvingTeam-oriented

Required

Excellent written and verbal communication skills
Strong computer proficiency (Windows, Microsoft Office, internet navigation)
Ability to multitask in a fast-paced environment
Strong attention to detail and quality of work
Client-focused mindset with strong problem-solving skills
Team-oriented with a proactive, self-starter attitude
Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
0 - 3 years' financial experience

Preferred

College degree preferred
Operations experience preferred
Strong desire to build a career in Financial Services
Technical support experience is a plus!

Company

Russell Tobin

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Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.

Funding

Current Stage
Growth Stage

Leadership Team

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John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
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Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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