Financial Services Associate

Capita Financial NetworkDraper, UT
6dOnsite

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!
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