Description We are in the market for a Financial Analyst to join our team based in Berkeley, California. This role is central to our operations, with the primary function being to manage and analyze financial data, respond to various market activities, and conduct research on a range of financial topics. This is a unique opportunity for a contract employment opportunity with long-term potential.Responsibilities: Conduct detailed data entry and analysis to support financial decision-making. Engage in money movement procedures as part of market activities. Undertake various ad hoc financial projects, contributing to our financial strategy. Analyze balance sheets and profit/loss statements to comprehend financial status. Conduct comprehensive research on various topics such as tax law, IRS tax returns, and form 1040 updates. Regularly monitor updates on tax laws on IRS.gov to ensure compliance and up-to-date knowledge. Utilize accounting software systems for efficient financial management. Leverage CRM and Crystal Reports for data analysis and reporting. Apply data mining techniques to extract valuable information for decision-making. Manage accounting functions including accrual accounting, auditing, budget processes, and capital management.We are seeking a skilled and detail-oriented Financial Coordinator with a Series 7 license to join our team. As a Financial Coordinator, you will play a critical role in supporting investment operations, handling client account administration, and ensuring adherence to financial regulations. The ideal candidate has excellent analytical skills, strong communication abilities, and a solid understanding of financial markets and securities.Key Responsibilities:
Client Account Management: Maintain and update client investment accounts, ensuring accuracy and compliance with industry regulations.
Investment Operations Support: Facilitate the execution of trades and transactions for clients, ensuring seamless coordination of processes.
Compliance Oversight: Monitor adherence to SEC rules, FINRA guidelines, and company protocols to protect client and organizational interests.
Reporting and Analysis: Prepare detailed financial reports, analyzing trends and performance to support management decision-making.
Client Communication: Act as a liaison between clients and the firm, addressing inquiries related to portfolio performance and investment strategies.
Team Collaboration: Work closely with financial advisors and other team members to achieve organizational goals.
Requirements
Qualifications:
Series 7 license is required.
Bachelor’s degree in Finance, Accounting, or a related field preferred.
2+ years of experience in financial services or investment operations.
Proficiency in financial software and tools.
Strong knowledge of securities, trading processes, and financial regulations.
Excellent organizational, analytical, and communication skills.
This is an excellent opportunity for a motivated professional with a Series 7 license to advance their career in a dynamic and supportive work environment.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .