Financial Services Analyst
Company: VirtualVocations
Location: Arlington
Posted on: February 22, 2025
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Job Description:
A company is looking for a Financial Services Analyst to provide
efficient service for internal and external customers in a remote
setting.
Key Responsibilities
Prepare materials for proposing and establishing new plans,
ensuring accuracy and completeness
Review and approve requests for withdrawals, exchanges, and other
transactions
Maintain records and communicate with customers and internal
departments to provide quality service
Required Qualifications
High School Diploma required; Associate's or Bachelor's Degree
preferred
Four years of relevant work experience
Basic knowledge of contract law and tax ramifications
Familiarity with office practices and record-keeping procedures
Participation in technical coursework such as LOMA, CLU, or ChFC is
desirable
Keywords: VirtualVocations, Arlington , Financial Services Analyst, Accounting, Auditing , Arlington, Texas
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