Analyst (Excel & Office)
3 weeks ago
- Transfer, update, and verify data between various software and database systems
- Verify advisor and payout data by reviewing, correcting, deleting, or reentering data
- Perform possible testing of data entered
- Enter revenue and billing adjustments as assigned
- Performing special projects and tasks as needed
Qualifications:
- Working knowledge of Microsoft Office (e.g., Word, Excel, Outlook); adept at quickly learning other Windows-based software
- Accuracy and attention to detail
- Effective written and oral communication skills
- Integrity, discretion, and respect for confidentiality and privacy
- College degree or equivalent professional experience
- Prior experience working in financial services or with financial advisors a plus
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.
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