Account Administrator

2 days ago


Salt Lake, Utah, United States Strategic Staffing Solutions Full time

Job Title: Account Administrator – Hiring FAST

Location: Remote Opportunity

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)


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