Investment Account Manager

  • location: Salt Lake City, UT
  • type: Contract
  • salary: $25 - $30 per hour
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job description

Investment Account Manager

job summary:
A Nation leading provider of Financial Services within the Banking industry is in need of an experienced Banking, Financial Services, and/or Compliance professional to join their Salt Lake City, Utah based Headquarters as an Account Manager within the Front-Office Airplane Leasing division to support and manage large and/or critical/complex accounts.

Training will be provided along with a supporting team consisting of individual with 48 years+ experience.

location: Salt Lake City, Utah
job type: Contract
salary: $25 - 30 per hour
work hours: 8 to 5
education: Bachelor's degree
experience: 0 Years
  • Ensures compliance requirements and monitors transactions.
  • Ensures the accurate establishment, administration and operation of accounts.
  • Responsible for reading and interpreting moderately complex trust and other legal documents in order to identify administrative requirements and responsibilities.
  • Ensures compliance with regulatory and risk management policies.
  • Acts as a resource to newer account managers.
  • May collect fees and delinquencies.
  • 3+ years of experience in one or a combination of the following: banking, trust, financial services, compliance.
  • Experience reading and interpreting complex legal documents.
  • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions.
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills.
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information.
  • Strong analytical skills with high attention to detail and accuracy.
  • Extensive math skills.
  • Excellent verbal, written, and interpersonal communication skills.
  • Effective organizational, multi-tasking, and prioritizing skills.
  • Solid problem solving and decision making skills.
  • Ability to instruct others.
  • Ability to interact with all levels of an organization.
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment.
If you wish to apply, please send your qualified resume to: | 612-313-7932

skills: Compliance
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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