Banking-Financial Operations Analyst(Recent grad in finance or business)

Russell Tobin; Salt Lake City (UT); On-site; USD 80,000 - 100,000; Full time

Job summary

Russell Tobin is seeking a Banking-Financial Operations Analyst to join their team in Salt Lake City. This entry-level position is ideal for recent graduates in finance or business looking to engage with clients and ensure regulatory compliance. The analyst will support onboarding efforts, develop expertise in due diligence, and contribute to continuous process improvement while working closely with various stakeholders.

Benefits

Comprehensive healthcare coverage

401(k) retirement savings plan

Life and disability insurance

Qualifications

• Ability to engage professionally with clients and stakeholders.
• Proven analytical skills with attention to detail.
• Self-motivated team player capable of managing projects.

Responsibilities

• Engage with clients and ensure effective onboarding.
• Perform due diligence for 'Know Your Customer' regulations.
• Coordinate with clients for onboarding requirements.

Skills

Client Service

Communication

Analytical Skills

Accountability

Team Player

Education

Recent graduate in finance or business

Tools

Microsoft Office

Alteryx

Tableau

SQL

Job description

Banking-Financial Operations Analyst(Recent grad in finance or business)

Banking-Financial Operations Analyst(Recent grad in finance or business)

1 day ago Be among the first 25 applicants

This range is provided by Russell Tobin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$21.00/hr - $23.00/hr

Direct message the job poster from Russell Tobin

Senior Recruitment Associate at Russell Tobin

Job Opportunity: GBM - Client Implementation - Operations - Analyst

Location: Salt Lake City UT

Pay Rate:$21-23/hour

Job Title:

Duties: In this role, you will be expected to engage with clients and interact with the Business, Compliance, Credit, Legal and Operations stakeholders to ensure effective onboarding of clients. You will need to be a quick learner and understand the regulatory environment, including multiple new regulations, to identify risk and escalate concerns while ensuring to protect the firm and our clients. They will be required to have the ability to prioritize, meet deadlines and communicate to all levels of the organization. Key responsibilities being:

Ensure due diligence is performed to comply with "Know Your Customer” regulations

Develop expertise in the Firm's Anti Money Laundering/Customer Identification due diligence policies

Approve the opening of new accounts

Design procedures to reflect changing regulatory requirements

Devise and implement process improvement efficiencies

Coordinate with internal and external clients to obtain relevant onboarding requirements

Reaching out to obtain AML information and documentation from the client/business

Project management ranging from small enhancements to large-scale, global initiatives

Ensure all communication is of the highest professional standard to maintain client service excellence

Timely and effective escalation of potential relationship issues and devising possible resolutions

Taking responsibility for delivering against commitments

Participate in regular meetings to maintain clarity and consistency surrounding workflow

Develop required reporting and identify and implement efficiencies

Skills: Skills

Client Service: Proven ability to build global relationships and communicate complex issues to a wide array of clients with differing levels of product experience.

Communication: Strong communication, organizational, and interpersonal skills with the confidence to engage professionally and persuasively with clients and senior figures within the firm.

Leadership Capabilities: Ability to think critically and apply thought leadership

Accountability: Self-motivated and proactive team player who takes ownership of projects with the aptitude to manage clients' expectations and follow-through with professionalism

Team Player: Thrives in a teamwork-oriented environment and works well under pressure

Operational Experience: Onboarding, operational and/or reconciliation experience is a plus

Analytical Skills: Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail.

Business Intelligence: Ability to analyze data and configure operational metrics through self-service tooling. Experience with Alteryx, Tableau, SQL, Data Warehousing, Defensive Design Methods and RPA robotics is also a plus.

Technical Skills: Expertise in Microsoft Office (Outlook, Word, Excel, and PowerPoint) required and the ability to work with web-based applications

Process Improvements: Driving Regulatory Implementation, Orchestration and Workflow Uplifts

Results-Oriented: Ability to handle time-sensitive projects while focusing on the quality of work delivered, and helping lead projects to a successful conclusion

Professional Maturity: Ability to manage confidential information with excellent judgment

Prioritization: Deadline driven with the ability to multi-task and work in a fast-paced environment

Languages: Spanish/Portuguese preferred

Keywords:

Benefits Info

Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Temporary

Job function

• Job function

  Analyst

• Industries

  Banking

Referrals increase your chances of interviewing at Russell Tobin by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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