Finance Management Trainee Job at Dexian, Salt Lake City, UT

QVh1UFhjTEFUazM2aHBjaFVrNG5ZbUZ6RlE9PQ==
  • Dexian
  • Salt Lake City, UT

Job Description

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

  • Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
  • Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.
  • Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status

Job Tags

Permanent employment, Remote job, Worldwide, Shift work,

Similar Jobs

Forrest Solutions

Legal Proofreader Job at Forrest Solutions

 ...Now Hiring: Legal Document Proofreader Location: On-site Shift: 9:00 AM 6:00 PM Pay Rate: $24.00/hour We are seeking a meticulous and detail-oriented Legal Document Proofreader for an exciting opportunity with a prestigious AM200 law firm. In this quality... 

Trelleborg Medical Solutions

Extrusion Technician Job at Trelleborg Medical Solutions

Summary Sets up and operates extrusion equipment in Production to produce tubing/hose and profiles. Tasks and Responsibilities Extrusion Technician 1: Set-ups and tear downs of extrusion lines including essential paperwork Starts extrusion lines and adjusts...

J.R. Berry Search Group, Inc.

Operations Associate - $140k Job at J.R. Berry Search Group, Inc.

 ...Operations Associate - $140k A top finance firm on the westside is looking to hire an experienced Operations Associate onto their expanding team! Qualified candidates will have 5+ years of experience working in an Ops role ideally within well-known finance or... 

RMA Texas Public Schools

High School Counselor Job at RMA Texas Public Schools

 ...or higher from an accredited institution. Valid certification as a guidance counselor. Preferred: Three years of successful teaching experience. Understanding of state test procedures and prior testing experience. Experience or training in working with at-... 

The Dolphin Group

Medical Assembler Job at The Dolphin Group

 ...Indrotec is seeking qualified assemblers to work at one of the fastest growing medical device companies in Minnesota, Abbott. We are looking for candidates that are interested in long term career growth! Duties and Responsibilities Assemble or inspect medical devices...