Job Title : Account Administrator Hiring FAST!
Location : Salt Lake City, UT
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)
Job ID : JOB-237740
Publish Date : 09 Sep 2024
Tagged as : Account Administrator
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