Senior Financial Analyst

2 days ago


south jordan, United States Russell Tobin Full time

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.



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