Processor

Diversify • Orem, UT

9d • Onsite

About The Position

We are seeking a detail-oriented Processor to join our dynamic team. In this entry-level role, you will support our advisors by preparing account paperwork and following up account openings to ensure timely completion. If you are organized, reliable and looking to build a career in financial services in a fast-paced environment, we would love to hear from you. This is a part-time, in-office role stationed in Orem, Utah.

Requirements

• Detail-oriented with a strong focus on accuracy and thoroughness.
• Organized and able to manage multiple tasks and deadlines independently
• A reliable communicator who follows through on outstanding items
• No prior financial services experience required
• Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Strong attention to detail and a willingness to learn.
• Ability to follow established processes and ask questions when something doesn’t look right.
• Self-starter with excellent organizational skills and the ability to multitask effectively.

Responsibilities

• Draft, review and submit account opening paperwork, ensuring all forms are complete and accurate before submission.
• Track and follow up on pending accounting openings, coordinating with custodians and internal teams to resolve outstanding items.
• Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
• Review documents for accuracy, completeness, and compliance with firm standards before submission.
• Assist advisors and service teams with administrative tasks related to account setup and maintenance as needed.

What This Job Offers

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