Financial Analyst (Level III)

Job Description

Job Description

LHH Recruitment Solutions is seeking a Financial Analyst for our client in Atlanta, GA. Our client is a top tier Bank and the ideal candidate will have extensive experience in managing the IRA RC AOP WIP in the Private Bank.

Job Description

IRA Resource Center, Private Bank

Accountable for managing the IRA RC AOP WIP and complex situations that require a high level of technical expertise and knowledge.

Reviews and approves AOP WIP submissions, monitors progress and approves a wide range of engagement for new accounts.

Responsible for servicing the Enterprise wide Private Bank as well as niche external client base. Along with internal support partners (FA’s, Sales, Tax, Compliance, SAM, ART, Operations, Technology Groups and Trust Administration, etc.)

Will be expected to ensure accurate, timely and efficient administration, and to manage business risk with the guidance of more senior members.

May act as a technical resource within the larger group and / or with field based officers

BS / BA Required, 5 years’ experience minimum! in the PB space, with IRA retirement and Wealth Management and client relationship management

Skills

Systems PACE, CMT, SALESFORCE and FIRST

intermediate MICROSOFT Office suite skills

Equal Opportunity Employer / Veterans / Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https : / / www.lhh.com / us / en / candidate -privacy

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs.

Pay Details : $35.16 per hour

Search managed by : Bert Baloga

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer / Veterans / Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https : / / www- uat.lhh.com / us / en / candidate -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.