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Financial Analyst Jr.
Ref No.: 19-06872
Location: South Jordan, Utah
This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!

Title: Financial Analyst Jr.
Location: South Jordan, UT
Pay: $23.99 / hour
Start Date: 11/15/2019 (tentative)
Hours: 7:30 AM - 4:00 PM
Days: Monday - Friday

The Financial Analyst Jr. monitors the daily activities of cash accounts to ensure compliance with the regulations of Client Board (Regulation-T), Client, and internal credit policies. The representative analyzes accounts with credit and risk issues associated with complex trading strategies.

Specific responsibilities include:
  • Analyze trading activity in client accounts and enforce Client regulations and policies.
  • Review account restrictions and violations for accuracy and notify branch of remediation needs.
  • Verify open account debits and work with branch to resolve.
  • Review bounced checks and unsecured debits for resolution and notify branches.
  • Answer branch responses and reach out on unresolved open trades due for extension.
  • File extensions with Client on open trades.
  • Work on ad-hoc projects within the department.

  • 3+ years of financial experience
  • Bachelor's degree (preferred)
  • Superior customer service skills
  • Strong problem solving and analytical skills
  • Ability to use appropriate analysis, judgment, and logic when solving problems & making decisions
  • Excellent teamwork, communication and presentation skills
  • Desire to work in a team-oriented environment
  • Ability to listen and communicate effectively with others both verbally and written
  • Ability to work under pressure in a time-sensitive environment
  • Computer skills including Word, Excel, PowerPoint, outlook
  • Candidate should be a self-starter with the ability to work on their own initiative as well as be a solid team player