Financial Services Associate

Capita Financial Network • Draper, UT

6d • Onsite

About The Position

Capita is a Registered Investment Advisor firm growing at a fast pace. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are adding clients every week and we need your talents and energy at our firm!

Job: Full-time, Monday – Friday, 9am-5pm
Location: Draper, UT

Requirements

• 1-2 years in Financial Services
• Extremely organized, focused on quality and great attention to the smallest detail.
• Strong ability to problem solve and deliver phenomenal customer service.
• Interpersonal skills and ability to work as a team in a fast-paced environment.
• Friendly and cheerful disposition on phones and in person.
• Ability to manage multiple tasks simultaneously, prioritize and meet deadlines.
• Enjoys creating, implementing, and executing processes for higher efficiency.
• Must be well-versed in Microsoft Office applications, and be a quick learner
• All offers of employment at Capita Financial are contingent upon a clear background check.

Nice To Haves

• Preference given to those with a Finance Degree, or currently enrolled in a finance degree program or related field.

Responsibilities

• Assist financial advisors in providing impeccable service to clients.
• Track projects and requests for assigned clients.
• Provide continuous client support, including opening and funding new accounts, withdrawals, roth conversions, charitable distributions, and updating client information.
• Support Advisor in preparation for annual reviews.
• Filing, data entry, CRM software management.

Benefits

• We offer competitive pay and a great opportunity for learning and growth.
• All full-time employees enjoy substantial benefits.
• Our benefits include medical, dental, and vision with a generous company contribution and match to a qualified HSA.
• Basic life, AD&D, and Long Term Disability all paid by Capita!
• 401k plan with company match after 6 months of employment.
• Paid time off and 12 paid holidays!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed