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Financial Analyst

Retirement Plan Analyst: Governance & Client Services

Job in Towson, Baltimore City, Maryland, 21286, USA
Listing for: Bolton
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Analyst
  • Business
    Financial Analyst
Job Description & How to Apply Below
A Registered Investment Advisory firm seeks a Client Analyst to join its experienced team. This role focuses on preparing and reviewing retirement plan documents and requires a bachelor's degree in Finance or Economics. Responsibilities include executing deliverables, maintaining governance documentation, and conducting plan reviews. Ideal candidates should possess strong attention to detail, adaptability, and proficiency in Microsoft Office Suite. Benefits include a generous package with health, retirement, and professional growth opportunities.
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