Financial Analyst
1 month ago
Job DescriptionJob Description
Job Description:
The Utah Retirement Services team plays a pivotal role in supporting Financial Advisors (FA) and Client Service Associates (CSA) within a large company in the Financial Industry. We offer expert guidance on Individual Retirement Accounts (IRA) and Qualified Retirement Plans, addressing inquiries on account types, contribution and distribution rules, tax obligations, IRS regulations, and company policies. This is an opportunity to embark on a fulfilling career in the Financial Services industry.
Job Duties and Responsibilities:
- Manage inbound calls from Financial Advisors and their Associates, addressing inquiries on IRAs and qualified plans within their portfolios, while ensuring compliance with IRS regulations.
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
- Cultivate and maintain strong relationships to deliver exceptional service to our Financial Advisors.
- Participate in special projects as needed, staying abreast of evolving IRS regulations.
- Utilize diverse internal and external resources to resolve issues efficiently.
- Adhere to established procedures for processing written requests, routing inquiries to appropriate teams, and escalating as necessary.
Qualifications & Skills Desired:
- Fundamental knowledge of IRAs or 3 years of relevant experience.
- Ability to quickly grasp new concepts.
- Strong analytical and problem-solving abilities.
- Background in customer service.
- Attention to detail.
- Excellent written and verbal communication.
- Proficiency in Microsoft Office, particularly Excel.
- Bachelor's or Associate Degree preferred
Join us and be part of a team dedicated to learning, achieving, and thriving in the Financial Services industry.
-
Cost Accounting Senior Analyst
1 week ago
South Jordan, Utah, United States Creative Financial Staffing Full timePosition Overview: As a Senior Cost Analyst, you will be responsible for overseeing the comprehensive accountability of raw materials, commodities, and work-in-process inventory transactions. Your role will involve reconciling book inventory values with perpetual inventory records, providing precise reports on operational efficiency variances, and...
-
Junior Financial Analyst, Financial Industry
5 days ago
South Jordan, United States Russell Tobin Full time $20 - $24Job DescriptionJob DescriptionIf you recently graduated from any finance-related field, have some internship experience, and are willing to get your foot at the door of a respectable company in your area, Russell Tobin has the right match for you!Job Description:The Utah Retirement Services team plays a pivotal role in supporting Financial Advisors (FA) and...
-
Financial Analyst Entry Level
3 weeks ago
South Jordan, United States Russell Tobin Full time $20 - $24Job DescriptionJob DescriptionA huge company in the financial services industry is looking for a recent graduate with some experience in the financial sector.Pay Range: $20-24/hContract Position: 6-12 monthsEducation: Bachelor’s degree required; experience in financial services is preferred.Skills:- Strong client service and teamwork abilities.- Experience...
-
Financial Analyst Entry Level
1 week ago
South Jordan, United States Russell Tobin Full time $20 - $24Job DescriptionJob DescriptionA huge company in the financial services industry is looking for a recent graduate with some experience in the financial sector.Pay Range: $20-24/hContract Position: 6-12 monthsEducation: Bachelor’s degree required; experience in financial services is preferred.Skills:- Strong client service and teamwork abilities.- Experience...
-
Financial Analyst
1 month ago
South Jordan, United States RTA US Full timeJob DescriptionJob DescriptionRussell Tobin is hiring for a respectable company in the financial industry, if you are a recent grad and are willing to set your foot in the door, we have the right opportunity for you!The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to...
-
Financial Analyst
1 week ago
South Jordan, United States RTA US Full timeJob DescriptionJob DescriptionRussell Tobin is hiring for a respectable company in the financial industry, if you are a recent grad and are willing to set your foot in the door, we have the right opportunity for you!The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to...
-
Senior Financial Analyst
2 months ago
South Jordan, United States Cricut Full timeJob DescriptionJob DescriptionCompany DescriptionCricut® makes smart cutting machines that work with an easy-to-use app, an ever-growing collection of materials, and crafting essentials to help you design and personalize almost anything — custom cards, unique apparel, everyday items, and so much more.OverviewWe believe everyone is born creative. We’re a...
-
Financial Analyst
3 months ago
South Bend, United States TalentSource Full timeAre you a Financial Analyst looking to join a growing team in South Bend, IN? The Financial Analyst supports the significant growth and expansion that the organization is experiencing. This role will be a critical contributor within FP&A providing insightful financial analysis, modeling, and reporting to support strategic decision - making. The successful...
-
Financial Analyst
1 month ago
South Jordan, United States Russell Tobin Full timeJob DescriptionJob DescriptionJob Description:The Utah Retirement Services team plays a pivotal role in supporting Financial Advisors (FA) and Client Service Associates (CSA) within a large company in the Financial Industry. We offer expert guidance on Individual Retirement Accounts (IRA) and Qualified Retirement Plans, addressing inquiries on account types,...
-
Financial Analyst
1 week ago
South Jordan, United States Russell Tobin Full time $20 - $24Job DescriptionJob DescriptionJob Description:The Utah Retirement Services team plays a pivotal role in supporting Financial Advisors (FA) and Client Service Associates (CSA) within a large company in the Financial Industry. We offer expert guidance on Individual Retirement Accounts (IRA) and Qualified Retirement Plans, addressing inquiries on account types,...
-
Senior Cost Analyst
4 weeks ago
South Jordan, United States Creative Financial Staffing Full timeSummary: Provide the industry of manufactory full accountability or raw materials, commodities, and work-in-process inventory transactions, reconciliation of books inventory values with perpetual inventory records, accurate reporting of efficiency operation variances, and cost reductions. Task: Analyzing manufacturing operations, equipment availability and...
-
Senior Financial Analyst
2 months ago
South San Francisco, United States LHH Full timeSenior Financial Analyst Are you a seasoned financial analyst with a passion for crunching numbers and providing strategic insights? LHH is seeking a highly skilled Senior Financial Analyst to join our client’s team on a 3-month contract basis in the vibrant city of South San Francisco. If you're ready to dive into challenging financial projects and make...
-
Senior Financial Analyst
2 months ago
South San Francisco, United States LHH Full timeSenior Financial Analyst Are you a seasoned financial analyst with a passion for crunching numbers and providing strategic insights? LHH is seeking a highly skilled Senior Financial Analyst to join our client’s team on a 3-month contract basis in the vibrant city of South San Francisco. If you're ready to dive into challenging financial projects and make...
-
Senior Financial Analyst
2 months ago
West Jordan, United States Calyx Containers Full timeSenior Financial Analyst Calyx Containers exists to solve some of the largest problems facing the budding cannabis industry: packaging and inventory management. Rooted in the cannabis industry, our passion is transforming how people transport, brand, and consume the products they love. We've developed a suite of packaging products for flower, concentrates,...
-
Senior Financial Analyst
2 weeks ago
West Jordan, United States Calyx Containers Full timeSenior Financial Analyst Calyx Containers exists to solve some of the largest problems facing the budding cannabis industry: packaging and inventory management. Rooted in the cannabis industry, our passion is transforming how people transport, brand, and consume the products they love. We've developed a suite of packaging products for flower, concentrates,...
-
Senior Financial Analyst
2 weeks ago
South Bend, United States Affinity Executive Search Full timeJob Description: Senior Financial Analyst Greater South Bend, IN (Relocation Paid) Competitive Pay, 10% bonus, 6% 401k match, Benefits Day 1, 4 weeks PTO. Immediate job opening for a Senior Financial Analyst (Professional / Manager level) with a world-class, billion-dollar medical device & consumables manufacturer. Position is pegged to advance into a...
-
Senior Financial Analyst
2 weeks ago
South Bend, United States International Staff Consulting Full timeSenior Financial Analyst Greater South Bend, IN (Relocation Paid) Immediate job opening for a Senior Financial Analyst (Professional / "Manager" level) with a world-class, billion-dollar medical device & consumables manufacturer. •Position is pegged to advance into a Controller position with success (reports to Controller/Director level) •$1B business...
-
Financial Systems Analyst
1 week ago
South San Francisco, United States Race Telecommunications LLC Full timeJob Title: Financial Systems AnalystReports to: VP of FinanceIn collaboration with the California Public Utilities Commission and many non-profit community advocacy groups, we build next-generation fiber infrastructure where others won’t, serving over 30 communities across the state.Working for Race means being dedicated to bringing cutting-edge fiber...
-
Campaign Management Analyst II
6 days ago
South Jordan, Utah, United States Merrick Bank Full timeJob OverviewMerrick Bank is dedicated to enhancing customer satisfaction and empowering underserved individuals to reach their credit aspirations. We prioritize our employees, ensuring they feel valued, acknowledged, and aware of their contributions to our mission. Our guiding principles, which include integrity, customer-centricity, and the ethos of Earn,...
-
Analyst II, Campaign Management
2 months ago
South Jordan, United States The Ladders Full timeMerrick Bank employees share in our mission to delight our customers and empower underserved consumers to achieve their credit goals. In return, we delight our associates; ensuring they are noticed, heard, appreciated and understand the importance of their role(s). For over 20 years, our Guiding Principles of; doing the right thing, putting the customer...