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)
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