Immediate need for a talented Project Analyst (Data Entry) . This is a 03+ months contract opportunity with long-term potential and is located in US (Remote ). Please review the job description below and contact me ASAP if you are interested.
Job ID: 26-22641
Pay Range: $20 - $21/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
- Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM Private Banking.
- Position is focused on honing the technical aspects of a given specialty area and developing the superior client facing skills needed to become an Associate Advisor.
- On the Job Training will focus on teaching the Analyst the technical aspects of Private Banking.
- Will be responsible for retention, development, and growth of high-net-worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of a Private Banker.
- Provides Private Bankers with in-depth analysis of client financial statements using appropriate financial planning analyses, tools, and materials to recommend strategies to prospects and clients to promote growth.
Key Requirements and Technology Experience:
- Must have skills: - Data Entry, banking or financial
- The education requirements are listed in the basic qualifications:
- Bachelor's degree, or equivalent work experience
- Up to three years of related experience
Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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