Finance - Entry Level - Account Services Operations

2 weeks ago


South Jordan, United States Northpointe Staffing Professionals Full time

SUMMARY

This position is in Account Services Operations, which primarily consists of supporting the new account opening process (both paper and online), stock plan activation, and account maintenance.

RESPONSIBILITIES

Review paper and electronic documents/applications to determine good order.

Manually process documents/applications as needed with speed and accuracy.

Handle exception and reconciliation reports, and help execute risk controls.

Quickly respond to related Operations and Customer Service inquiries.

Work with various lines of business to identify fraudulent or high-risk new accounts.

Process all work daily to maintain excellent service levels.

BASIC Minimum of 1 year of financial operations experience or equivalent

PREFERRED

1+ years experience with rules and regulations governing bank and brokerage accounts Bachelors degree preferred

Experience creating DocuSign forms

Strong written and oral communication skills with a track record of excellent customer service

Strong analytical skills including ability to research, schedule, analyze and present findings

Proven organizational skills with attention to detail

Strong computer skills (Word, Excel, Access, etc.)

Must be a dynamic and self-starting individual, able to work independently or as part of a team



  • South Jordan, United States Northpointe Staffing Professionals Full time

    The Account Surveillance and Fraud (ASF) group of the National New Accounts (NNA) Department consists of Regulatory, Policy and Procedural subject matter experts which handle U.S.A. PATRIOT Act verification, supporting document validation, quality control, document compliance, account closures, and offer support to Branch offices, National Operations, and...


  • South Jordan, United States Northpointe Staffing Professionals Full time

    The Account Surveillance and Fraud (ASF) group of the National New Accounts (NNA) Department consists of Regulatory, Policy and Procedural subject matter experts which handle U.S.A. PATRIOT Act verification, supporting document validation, quality control, document compliance, account closures, and offer support to Branch offices, National Operations, and...

  • Entry Level Brokerage

    3 weeks ago


    South Jordan, United States Kellton Full time

    ** BACHELOR'S REQUIRED **One Zoom interviewPLEASE KEEP CANDIDATES LOCAL TO UTAHTop 5 Skills/Experience:1. Bachelor's Degree (REQUIRED)2. Proficient in Microsoft Office applications (Outlook, Excel, Word, etc.) and Adobe Acrobat3. Communication Skills, fluent in English, clear written and verbal communication4. Prior experience in Lending Operations within a...


  • South Jordan, United States Lenmar Consulting Full time

    Title: Entry Level Client Service Associate South Jordan, UT Onsite Position Type: Contract, possible temp-to-perm Duration: 12 months Rate: $22.00/hr W2**Top Skills Manager is Looking For: Attention to detail, dependable, self-starter who can work in a fast paced environment Temp will start onsite. Interview: 1 rounds of interviews on Zoom Duties may...

  • Entry Level Brokerage

    2 months ago


    South Jordan, United States Lenmar Consulting Full time

    Lenmar Consulting is seeking several Entry-Level / Junior Operations Analysts to help us support our global Investment Banking Client out their South Jordan, UT Division. We are seeking candidates for several divisions of the investment bank including Wealth Management, Trade Processing, Trade Settlement, Asset / Loan Servicing, as well as Equities / Fixed...

  • Entry Level Brokerage

    4 weeks ago


    South Jordan, United States Lenmar Consulting Inc Full time

    Lenmar Consulting is seeking several Entry-Level / Junior Operations Analysts to help us support our global Investment Banking Client out their South Jordan, UT Division. We are seeking candidates for several divisions of the investment bank including Wealth Management, Trade Processing, Trade Settlement, Asset / Loan Servicing, as well as Equities / Fixed...

  • Entry Level Brokerage

    2 months ago


    South Jordan, United States Lenmar Consulting Inc Full time

    Lenmar Consulting is seeking several Entry-Level / Junior Operations Analysts to help us support our global Investment Banking Client out their South Jordan, UT Division. We are seeking candidates for several divisions of the investment bank including Wealth Management, Trade Processing, Trade Settlement, Asset / Loan Servicing, as well as Equities / Fixed...

  • Entry Level Brokerage

    2 months ago


    South Jordan, United States Lenmar Consulting Inc Full time

    Lenmar Consulting is seeking several Entry-Level / Junior Operations Analysts to help us support our global Investment Banking Client out their South Jordan, UT Division. We are seeking candidates for several divisions of the investment bank including Wealth Management, Trade Processing, Trade Settlement, Asset / Loan Servicing, as well as Equities / Fixed...

  • Staff Accountant

    3 weeks ago


    South Windsor, Connecticut, United States Ledgent Finance & Accounting Full time

    Job OpportunityLedgent Finance & Accounting is seeking a skilled Staff Accountant to join their team in South Windsor, CT. This position offers a temp-to-hire or direct-hire opportunity with a competitive salary range of $70,000-75,000 annually.Key Responsibilities:Prepare and analyze journal entries, reconciliations, and financial reporting for month-end...

  • Accounting Specialist

    3 weeks ago


    South Jordan, Utah, United States Cotiviti Full time

    Billing Specialist Job DescriptionCotiviti is seeking a skilled Billing Specialist to oversee the billing process for our clients. The ideal candidate will have a strong background in accounting and finance, with experience in transactional invoicing and financial record-keeping.Key Responsibilities:Process invoices in a timely and accurate manner, ensuring...


  • South Jordan, United States Northpointe Staffing Professionals Full time

    The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss...


  • south jordan, United States Northpointe Staffing Professionals Full time

    The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss...


  • South Jordan, United States Northpointe Staffing Professionals Full time

    The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss...

  • Staff Accountant

    4 weeks ago


    South Windsor, United States Ledgent Finance & Accounting Full time

    Job DescriptionJob DescriptionLedgent is partnering with our client in the manufacturing industry to identify a Staff Accountant to join their team. This position will site on-site in South Windsor, CT. They are open to candidates on a temp-to-hire OR direct-hire basis. Salary is ranging between $70,000-75,000/annually.Responsibilities: Prepare & analyze...


  • South Jordan, United States ApTask Full time

    Pay Rate: $21/hr w2-Respond to and coordinate with clients/business areas in regarding returned mail inquiries -Respond to internal and external inquiries and ensure maintenance of SLAs -Work with clients or internal stakeholders as information is required or requested -Support the reconciling of unclaimed assets as needed -Work on assigned projects on an...


  • South Jordan, United States ApTask Full time

    Pay Rate: $21/hr w2-Respond to and coordinate with clients/business areas in regarding returned mail inquiries -Respond to internal and external inquiries and ensure maintenance of SLAs -Work with clients or internal stakeholders as information is required or requested -Support the reconciling of unclaimed assets as needed -Work on assigned projects on an...

  • Staff Accountant

    4 days ago


    South Windsor, United States Ledgent Finance & Accounting Full time

    Job DescriptionJob DescriptionLedgent is partnering with our client in the manufacturing industry to identify a Staff Accountant to join their team. This position will site on-site in South Windsor, CT. They are open to candidates on a temp-to-hire OR direct-hire basis. Salary is ranging between $70,000-75,000/annually.Responsibilities: Prepare & analyze...


  • South Jordan, Utah, United States Solomon Page Full time

    Our client, a well-established company in the industry, is seeking an Entry Level Operations Associate to join their team. This role will involve assisting various departments with tasks to ensure smooth operations. The position will be on-site 5 days a week.Key Responsibilities:Establish and maintain positive client relationships to drive business...


  • South Jordan, Utah, United States Western States Lodging & Management Full time

    Accounts Payable Clerk Job DescriptionWe are seeking a detail-oriented and organized Accounts Payable Clerk to join our finance team at Western States Lodging & Management. As a key member of our team, you will be responsible for reviewing and processing invoices, maintaining vendor relationships, and ensuring accurate financial data entry.Key...

  • Corporate Accountant

    3 weeks ago


    South Jordan, United States Robert Half Full time

    Job DescriptionJob Description***Contact Tiffany Arcaris with Robert Half to be immediately considered for this opportunity. Submit your resume via messaging on LinkedIn or call (385) 286 - 4609We are looking for a Corporate Accountant to join our team in Salt Lake City, Utah. The successful candidate will be responsible for managing accounting...