Financial Representative

VOLT • South Jordan, UT

7d • Onsite

About The Position

Volt is immediately hiring a Financial Representative at South Jordan, UT. As a Financial Representative you will: Assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of an account. Data entry and review of sensitive client information across multiple systems and processes Strong attention to detail with ability to process critical data accurately and timely. Excellent client service skills using both written and oral communication. Experienced user of Microsoft Office products. High organizational ability while being able to prioritize multiple tasks in a changing environment.

Requirements

• Experienced user of Microsoft Office products.
• High organizational ability.
• Ability to prioritize multiple tasks in a changing environment.
• Strong attention to detail.

Nice To Haves

• 0-2 years of financial domain experience.
• Degree in Accounting/Finance/Mathematics/Economics/Statistics.

Responsibilities

• Assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of an account.
• Data entry and review of sensitive client information across multiple systems and processes.
• Process critical data accurately and timely.
• Provide excellent client service using both written and oral communication.
• Prioritize multiple tasks in a changing environment.

Benefits

• health
• dental
• vision
• term life
• short term disability
• AD&D
• 401(k)
• Sick time
• other types of paid leaves (as required by law)
• Employee Assistance Program (EAP)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree