Asset and Wealth Management Specialist

23 hours ago


Salt Lake, Utah, United States RTA US Full time

Job Overview

RTA US is seeking an Asset and Wealth Management Specialist to support our client in Salt Lake City, UT. This 6-month + position offers a competitive salary of $20-$23/hour.

Key Responsibilities

  • Assist with daily operational tasks and business initiatives to add value as a subject matter expert.
  • Collaborate with teams and colleagues across the globe to deliver excellent client experiences.
  • Understand and adhere to policies and procedures documented by the team.
  • Support recurring divisional and regulatory functions, such as quarterly and annual operational risk assessments.

Requirements

  • Prefer 1-5 years of professional experience.
  • Demonstrate strong communication and interpersonal skills.
  • Show attention to detail and ability to produce complex customized client materials with high accuracy.
  • Advanced proficiency in Excel and willingness to adapt to other software products.


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