Overview
On Site
Contract - W2
Skills
Relationship Management
Reporting
Analysis Of Variance
Accountability
Data Integrity
Documentation
Presentations
Microsoft PowerPoint
Communication
Financial Services
Salesforce.com
DICE
Job Details
Business Analyst
Minnesota
Goals & Objectives
The Analyst role will be responsible for supporting the Advisor Services Team focused on advisor support through team reporting, metrics, Director support, and on-going development of Salesforce. This job will report to the Director of Advisor Services and will be focused on an ongoing project that we currently have in flight.
All of these are in relation to a current large project we have in motion.
Job Functions
Partner and Support Advisor Services Directors
Responsible for project specific reporting
Communication and Presentation Support
Financial Services industry experience preferred, Salesforce Preferred
#DICE
Minnesota
Goals & Objectives
The Analyst role will be responsible for supporting the Advisor Services Team focused on advisor support through team reporting, metrics, Director support, and on-going development of Salesforce. This job will report to the Director of Advisor Services and will be focused on an ongoing project that we currently have in flight.
All of these are in relation to a current large project we have in motion.
Job Functions
Partner and Support Advisor Services Directors
- Provides needed support to Directors for Advisor Team specific issues and ongoing relationship management.
- Regular check-ins with AS Directors to understand priorities and areas of support needed.
- Prepares standard and consistent reporting for needed scheduled meetings
Responsible for project specific reporting
- Coordinates and prepares reporting, key metrics, and variance analyses.
- Analyzes and validates results to ensure accuracy, accountability, and data integrity.
- Perform detailed ad hoc analysis to understand drivers of trends or results.
- Writes and maintains procedure documentation.
- Performs other duties as assigned.
Communication and Presentation Support
- Assists with preparation of presentations using PowerPoint
- Supports communication strategy on behalf of Advisor Services
Financial Services industry experience preferred, Salesforce Preferred
#DICE
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