What are the responsibilities and job description for the Financial Analyst position at Russell Tobin?
About the Opportunity
Are you detail-oriented, analytical, and interested in building a career in financial services? Russell Tobin is hiring an Financial Analyst to support one of our leading financial services clients.
In this role, you'll review and process new account requests, maintain client account information, generate documentation, and collaborate with internal teams to ensure a seamless account opening experience. If you enjoy working with data, solving problems, and maintaining a high level of accuracy in a fast-paced environment, we'd love to hear from you.
π Location: Cohoes, NY (Onsite)
π° Pay Rate: $24.00 - $26.00/hour
π Contract Opportunity with potential for permanent employment
Key Responsibilities
- Review and process account opening and maintenance requests
- Set up client accounts in internal systems and generate required documentation
- Coordinate and complete operational tasks requested by the business
- Work across multiple systems and platforms to process transactions
- Partner with internal teams to resolve issues and answer policy-related questions
- Support special projects and process improvements as needed
- Identify unusual or suspicious activity and escalate when appropriate
- Ensure compliance with company policies, quality standards, and information security requirements
Qualifications
β Bachelor's degree preferred (Finance, Business, or related field)
β Previous experience in operations, banking, financial services, or administrative support preferred
β Proficiency with Microsoft Office, including Word, Outlook, and PowerPoint (Advanced Excel preferred)
β Strong analytical, problem-solving, and organizational skills
β Excellent attention to detail and accuracy
β Strong written and verbal communication skills
β Ability to manage multiple priorities in a fast-paced environment
β Self-motivated with excellent time management skills
β Ability to collaborate effectively with cross-functional teams
If you're looking for an opportunity to grow your career in financial services while supporting critical account operations, we'd love to connect!
π© Apply today or message us to learn more.
What We Offer
Pride Global offers eligible employees a comprehensive benefits package, including:
- Medical, dental, and vision coverage
- Supplemental insurance (accident, critical illness, and hospital indemnity)
- 401(k) retirement savings plan
- Life and disability insurance
- Employee Assistance Program (EAP)
- Legal support services
- Auto, home, and pet insurance options
- Employee discounts with preferred vendors
More about us:
Equal Employment Opportunity
Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.
Fair Chance Employment
Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.
Accommodations
We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.
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Salary : $24 - $26