Financial Operations Analyst (Entry Level)

Job Description

Financial Operations Analyst (Entry Level) | SolomonEdwards

The Tone:
This is an early career opportunity with SolomonEdwards, recruiting for a global investment company, located in King of Prussia, PA. The company operates in investment administration, providing essential servicing functions to a clientele of high-net-worth individuals. This role is fundamental to maintaining operational excellence, ensuring client satisfaction through dedicated account management, and accurately processing requests according to compliance standards. It offers a stimulating environment for college graduates with a foundational understanding of finance, business, accounting, economics, or mathematics to launch their career in a supportive culture with a great environment.

The TL;DR
• Role: Early Career
• Type: Contract to hire
• Location: Hybrid King of Prussia, PA
• Pay: $22 hourly
• Team: Supports a global investment company’s operations team.
• Mission: Execute investment administration servicing functions for high-net-worth clients and ensure compliant service.
• Tech Stack: Microsoft Office Suite

What You’ll Actually Do
• Client Relations: Cultivate and maintain strong relationships with both internal and external clients.
• Client Support: Support high-net-worth clients by providing the highest level of service and account management.
• Issue Resolution: Identify processing issues and accurately apply compliance rules to complete client service requests.
• Investment Administration: Perform a range of investment administration servicing functions.

The Must-Haves
• Background: Bachelor’s degree in Finance, Business, Accounting, Economics, Mathematics, or another related field is required. This position is explicitly designed for college graduates seeking an entry-level role in financial operations within the investment sector.
• Experience: This is an early career position. While professional experience is not strictly mandated, candidates with relevant internship, co-op, or prior professional experience will be preferred and demonstrate a proactive approach to their career.
• Skills: Demonstrated strong customer service orientation, a critical ability to pay excellent attention to detail with a consistently high level of accuracy in all tasks, and outstanding communication, presentation, and interpersonal skills are essential for client interactions. Proficiency with Microsoft Office Suite is a foundational technical requirement. The ability to efficiently learn and adapt to new concepts, processes, and systems is also key for success in this evolving environment.
• Bonus: Preferred qualifications include any prior internship, co-op, or professional experience in a related financial, business, or administrative capacity.