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Account Administrator

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Salt Lake City, United States Strategic Staffing Solutions Full time

Job Title: Account Administrator – Hiring FAST Location: Salt Lake City, UT Pay Rate: $20/HR on W2 Only – NO C2C Setting: Onsite Required (Hybrid/Remote is NOT an Option) Duration: 6+ months. Responsibilities: • Understand the different client account structures and documentation required to establish new accounts • Be vigilant in due diligence reviews of new client screening for Anti Money Laundering & Know Your Client requirements • Work closely with PWM Advisor teams to ensure all client documents are correct and sent to the client in a timely manner • Request products (options, margin, checking, debit cards, etc.) for the respective PWM client accounts • Ensure downstream systems correctly recognize approved products and services, including Cash products, Client • Statement and Performance reporting • Resolve issues through coordination with PWM Teams, PWM Compliance, PWM Legal and Anti Money Laundering • Work on improvements to account opening workflow and process. Required Qualifications: • Bachelor s degree • Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications • Exceptional organization skills • Good judgment and strong problem resolution skills • Ability to multi-task and prioritize accordingly • Experience managing client expectations • Excellent communication and presentation skills. Desired Qualifications: • Series 7, 9, 10, 4 licenses • Foreign language skills • 1+ years financial industry experience (AML, Compliance or other Client On-boarding Regulatory experience) .