Hi Team,
Please review and approve:
Job Title : Finance Management Trainee
Work Location: Salt Lake City, UT 84116
Duration: 3-4 months with 100% conversion to perm if licenses are obtained
Start Date 06/05
Shift : 8:30 AM-5:00 PM
Payrate $18 – $19/hr.
After Conversion the salary would be $54K-$58K
Job Description
Provides remote integration support for newly hired Financial Advisors ( FAs ), channel managers and branch support staff across a multi-channel business model.
Delivers a consistent and reliable process for facilitating the transition of Financial Advisors and their book of clients in a timely and efficient manner.
Organizes and manages account transfers and new client account paperwork for FAs. Establishes new client accounts into various systems. Interfaces with internal business partners to resolve escalated issues. Serves as a liaison for new FAs, channel management and support staff to provide high quality service and resources. Creates and submits detailed reports and metrics for each completed assignment.
Required Qualifications :
6+ months of financial services industry experience 6+ months of experience in one or a combination of the following: sales support, branch administration or brokerage operations Desired Qualifications: Excellent verbal, written, and interpersonal communication skills Excellent organizational, multi-tasking, and prioritizing skills Ability to interact with all levels of an organization Advanced Microsoft Office (Word, Excel, Outlook, PowerPoint, Access, and Project) skills
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