What are the responsibilities and job description for the Junior Financial Analyst position at Russell Tobin?
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.
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.
Equal Employment Opportunity
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.
Fair Chance Employment
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.
Salary : $21 - $24