Financial Analyst

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Job Title:

Financial Analyst Operation 🌟 About the Role

We are looking for an Operations Professional to join the Share works Services & Operations team supporting the Brokerage @ Work business. This is a great opportunity for detail-oriented professionals eager to build a career in Financial Services 📈.

• 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
• 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 🚀
• College degree preferred 🎓
• Strong desire to build a career in Financial Services 📊
• ✨ Technical support experience is a plus!

• Bachelor's degree in Accounting, Economics, or Finance or equivalent experience