Financial Analyst - Entry Level Job at Robert Half, San Mateo, CA

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  • Robert Half
  • San Mateo, CA

Job Description

Job Description

Job Description

Job Title: Finance Support Associate

Location: Foster City, CA (Hybrid work schedule: Onsite Tuesday, Wednesday, and Thursday)

Duration: ~ 2 months

Job Overview:

We are seeking a Finance Support Associate to assist with a key project in the wealth management sector. This is an excellent opportunity for a recent college graduate with a background in finance who is eager to learn and grow within a professional work environment. The candidate will receive training and ample support to help develop their skills.

Key Responsibilities:

  • Review investment management accounts and trades , ensuring data accuracy.
  • Compare data and identify discrepancies, bringing attention to any issues.
  • Utilize Salesforce and Excel extensively for data management and reporting.
  • Work in a professional wealth management environment , contributing to the overall project’s success.

Qualifications & Skills:

  • Recent college graduate with a degree in Finance or a related field.
  • Strong business acumen and a desire to grow professionally.
  • Proficient in Excel , with the ability to handle heavy data analysis.
  • Experience or willingness to learn Salesforce .
  • Attention to detail and ability to identify discrepancies in data.
  • A mature, professional demeanor in a business setting is essential.

Why Join Us:

  • Gain hands-on experience in the wealth management field.
  • Receive training and support in a dynamic, professional environment.
  • Opportunity to work in a hybrid role with flexible onsite days.

Job Tags

Flexible hours,

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