Junior Financial Analyst

Russell Tobin; South Jordan (UT); On-site; USD 29,000 - 33,000; Full time

Benefits offered by this job

Eligible employee’s comprehensive_???_

supplemental coverage (accident)

401(k)-retirement savings

life & disability insurance

employee assistance program

legal support

auto insurance

home insurance

pet insurance

employee discounts with preferred VEND

Job summary

Russell Tobin is partnering with a leading financial services company to hire a Junior Financial Analyst (Entry-Level) in South Jordan, UT. This is a great opportunity for recent graduates to gain hands-on experience in financial operations, account servicing, and data analysis.

The role requires a Bachelor's degree and finance-related internship experience; strong Excel skills and attention to detail are essential.

Qualifications

• Bachelor's degree required; finance internship experience counts.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication and attention to detail.

Responsibilities

• Support clients and beneficiaries throughout inheritance and account transfer processes.
• Process and verify account updates, asset movements, and related documentation.
• Review and reconcile client data for accuracy and completeness.
• Research and resolve service requests promptly and professionally.
• Collaborate with internal departments to support operational workflows.
• Maintain accurate records and follow company policies and procedures.

Skills

Bachelor's degree

Finance internship experience

Analytical skills

Excel proficiency

Communication skills

Education

Bachelor's degree in Finance/Business/Economics or related field

Tools

Microsoft Office

Excel

Job description

Our client, a leading financial services company, is looking to hire a Junior Financial Analyst (Entry-Level Opportunity) in South Jordan, UT.

Junior Financial Analyst – Recent Graduates & Internship Experience Welcome!

Ready to kick‑start your career in financial services? This is an excellent opportunity for recent graduates and early‑career professionals to gain hands‑on experience in financial operations, account servicing, and data analysis while working with an established financial institution.

If you have a bachelor's degree and some finance experience through an internship, this could be the perfect next step in your career!

Pay Rate Range: $21–$24/hour, depending on experience

Responsibilities

• Support clients and beneficiaries throughout the inheritance and account transfer process.
• Process and verify account updates, asset movements, and related documentation.
• Review and reconcile client data to ensure accuracy and completeness.
• Research and resolve service requests promptly and professionally.
• Collaborate with internal departments to support efficient operational workflows.
• Maintain accurate records and follow company policies and procedures.

Requirements

• Bachelor's degree required; Finance, Business, Economics, or a related field preferred.
• Finance experience required — relevant internship experience counts!
• Strong analytical, organizational, and problem‑solving skills.
• Excellent communication and attention to detail.
• Proficiency in Microsoft Office, especially Excel.
• Willingness to learn and develop in a professional financial services environment.
• Must be local to South Jordan, UT.
• Ideal for recent graduates and entry‑level candidates looking to build a career in financial operations and analysis.

• 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 insurance
• home insurance
• pet insurance
• employee discounts with preferred vendors

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.