Financial Operations Analyst– Entry Level
SLC, UT (In-Office) – Relocation required without relocation assistance
$47-56K/year
A prestigious firm based in Salt Lake City is seeking a Financial Operations Analyst to join its Private Wealth Management Operations team. This role is ideal for candidates who excel in communication, organization, and relationship management — soft skills are the core of what makes someone successful in this position.
If you’re someone who thrives in a people-focused, detail-oriented environment, this could be a great fit.
Note: This is not a data analytics or technical operations role. Candidates with heavily technical or data-driven backgrounds (e.g., information systems, data analytics, business analytics, etc.) will not be aligned with the needs of this position.
About the Role
You’ll be part of a team responsible for ensuring a smooth, accurate, and compliant experience for Private Wealth clients. The work centers on reviewing client information, supporting onboarding, coordinating with advisor teams, and helping maintain high-quality client data in a highly regulated environment. Every interaction you support helps create a seamless experience for clients and internal partners.
Key Responsibilities:
PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.
Financial Operations Analyst– Entry Level • Salt Lake City, Utah
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