What are the responsibilities and job description for the Financial Analyst - Entry Level position at PrincePerelson and Associates?
Financial Analyst – Entry Level
Salt Lake City, Utah – (Must reside in Utah)
$47 to $56k/yr.
Are you a recent graduate eager to apply your strong communication and problem-solving skills in a fast-paced, client-focused environment? Our client, a prestigious financial services firm, is looking for a motivated Financial Analyst to collaborate with senior business leaders, legal, compliance, vendors, and operations teams. In this role, you’ll gain hands-on experience in financial operations, develop a deep understanding of wealth management, and play a key part in ensuring a seamless client experience. If you're ready to grow and make an impact in a dynamic, rapidly expanding business, we want to hear from you!
What is in it for you:
- Gain experience with a prestigious firm
- Competitive compensation package with opportunities for an increase based on performance
- Monday to Friday day schedules
- Medical benefits
- PTO
Financial Analyst Responsibilities:
- Build a strong foundation in Private Banking by gaining in-depth knowledge of banking products and expanding your network across key areas such as operations, technology, compliance, legal, and business functions.
- Enhance your client service skills by collaborating with advisors and specialists to assist clients with account enrollment, product inquiries, and ongoing banking needs.
- Contribute to fraud prevention by developing innovative strategies to safeguard client and firm assets in an evolving risk landscape.
- Strengthen your risk management expertise by ensuring compliance with industry regulations and firm policies.
- Drive efficiency and innovation by identifying process improvements that reduce manual tasks while enhancing control in a rapidly growing business.
What you’ll bring to the team:
- Bachelor's degree
- Proven client service skills, teamwork, and ability to handle confidential, time-sensitive tasks with urgency.
- Proactive and self-motivated team player who takes ownership and thrives in a fast-paced environment.
- Excellent relationship-building skills, with the ability to connect with senior leaders across teams.
- Strong organizational and multitasking abilities to effectively manage competing priorities under pressure.
PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.
Salary : $47,000 - $56,000
