Job Description

"ONLY LOOKING FOR SALT LAKE CITY, UT LOCAL CANDIDATES"

Qualifications:

2-3 years related Asset Management, Broker, Stocks, Bonds, Fund, financial services, customer service experience or credit, trading, equity, securities experience (But not required); Knowledge on financial concepts also works.
Degree: Bachelor’s degree required (Entry-Level Candidates)
SQL, VBA Coding, VLOOKUP, PIVOT Tables, and Advance Excel.
Financial Services, Accounting, and Documentations (Financial Reporting).
Strong understanding of the customer service experience.
Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
AML, KYC and CIP; Experience or Knowledge with trade management, trade flow, accounting issues, and transactional discrepancies

Job Tags

Local area,

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