Associate

Job Description

MBS is hiring an Associate in Columbus, OH. This position is a full-time, direct hire opportunity.

FULL JOB DESCRIPTION

PRINCIPAL DUTIES & RESPONSIBILITIES

Reviewing and updating client Investment Plans

Processing transactions (cash flows, purchases and sales, asset transfers)

Preparing for client meetings and responding to client requests

Creating client reports – cash flow, investment performance and activity, Personal Financial Statements, ad hoc

Preparing and/or reviewing documentation to open or update accounts and private investments

Supporting the team with all aspects of providing comprehensive financial advice and servicing clients

REQUIREMENTS

Bachelor’s degree Accounting/Finance or related

The ability to analyze and interpret data to generate insightful questions and thoughtful recommendations

Comfortable working in a team environment

Strong Excel skill-set

Attention to detail

Related internship/job experience

Thrives in a fast-paced work environment

Ability to handle many tasks at once

Ability to work in fast-paced environment.

Ability to move or lift up to 50+ lbs.

Ability to reach, grasp, hold, push, pull, bend, twist, squat, climb, kneel.

Ability to utilize hand/eye coordination.

Capability to stand for prolonged periods of time

Communication skills.

ABOUT THE KABLE GROUP

For over 50 years, The Kable Group has been committed to connecting candidates looking for reliable work opportunities with companies in need of workforce solutions. We leverage our expertise in core industries to ensure that the needs of our clients and our candidates alike are satisfied. Whether it’s a professional position, skilled labor need, or an education opportunity, The Kable Group’s suite of solutions caters to finding the right fit, every time.

At the Kable Group, we do not just accept diversity — we celebrate it, we support it, and we thrive on it. Read our full diversity statement here.

This job description is not intended to be all-inclusive and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required.

Full-time