Accounting Analyst

2 weeks ago


Salt Lake City, United States Net2Source Inc. Full time

Role Title: Accounting Analyst

Location: Salt Lake City, UT 84111

Duration: 6 Months with possibility of extension

Client: Banking Financial


Job Duties:

  • Analyst will initiate transfer requests from client signed ACAT instruction to bring assets into the firm. This will require attention to detail with the understanding of industry and system requirements. (30% time spent daily)
  • Perform reconciliation of incoming wires by reviewing the external instructions and notifying PWM Sales team to input matching instructions. (40% time spent daily)
  • Facilitate account transfer delivery through a completing series of steps to notify internal teams, receive proper approvals, and account termination. (20% time spent daily)
  • Project work that requires data analysis to identify opportunities to streamline workflows and reduce manual touchpoints (10% time spent daily)



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