Financial Operations Analyst – Entry Level jobs in United States
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PrincePerelson and Associates · 1 hour ago

Financial Operations Analyst – Entry Level

positionSalt Lake City, UT
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$47K/yr - $56K/yr

PrincePerelson and Associates is a prestigious firm based in Salt Lake City seeking a Financial Operations Analyst to join its Private Wealth Management Operations team. The role focuses on ensuring a smooth, accurate, and compliant experience for Private Wealth clients by reviewing client information, supporting onboarding, and maintaining high-quality client data.

Staffing & Recruiting
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Growth OpportunitiesbadNo H1Bnote
Hiring Manager
Alexi Campos
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Responsibilities

Review and validate client account updates and documentation for accuracy and compliance
Perform due-diligence checks (AML/KYC) for new and existing Private Wealth accounts
Support new client onboarding, including assisting with account features, online access, and setup needs
Coordinate closely with Private Wealth Advisor teams to gather information and ensure a smooth onboarding and maintenance process
Submit and track requests for account services, ensuring changes flow correctly through internal systems
Partner with Compliance, Legal, and other Operations teams to resolve account or data-related issues
Contribute insights to help improve workflows and processes within the broader Operations environment

Qualification

Organizational skillsCommunication skillsClient managementMS Office proficiencyProblem-solvingMulti-taskingAttention to detailCollaborative attitude

Required

Bachelor's degree required
Exceptional organizational skills and attention to detail
Clear, confident communication skills (verbal and written)
Ability to manage multiple tasks and prioritize effectively
Strong judgment and practical problem-solving ability
Experience managing client expectations or supporting client-facing teams
Comfort working in MS Office and web-based applications
A proactive, collaborative attitude

Benefits

Medical benefits
PTO
Monday to Friday Schedules
Collaborative and diverse working environment

Company

PrincePerelson and Associates

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PrincePerelson was founded on the belief that discovering the right talent means going beyond a position description and words on a resume.
dateFounded in 1992
location
Salt Lake City, UT, US
people-size11-50 employees
web-link
http://www.perelson.com

Funding

Current Stage
Early Stage

Leadership Team

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Gretchen Laird
Chief Financial Officer
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Company data provided by crunchbase