Russell Tobin partnered with a respectable Wealth Management Firm is looking for a Senior Financial Analyst in South Jordan, UT.
Industry: Financial Services/Capital Markets
Position: Senior Analyst
Pay Range: $30-33/hour on W2
Contract Length: 12 months (possible extension/perm)
Location: South Jordan, UT
Model: On-Site (Start ASAP)
Responsibilities
- Stay up-to-date with SEC and FINRA regulations and apply this knowledge to all processing and interactions to ensure effective risk mitigation.
- Apply firm verification policies for all clients to avoid identity theft and fraudulent activity
- Communicate with vendors and ensure on-time processing of vendor allowances
- Ensure compliance with internal and external accounting standards and financial policies
- Manage, monitor, and document daily caseload by utilizing various technology resources
Qualifications
- Bachelor's degree or equivalent in Finance or Accounting
- 3-4 years of relevant experience
- Series 7 and 66 required (or 63 & 65)
- Strong quantitative financial skills
Benefits Info
Pride Global offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
