Volt is immediately hiring a Financial Operations Specialist in South Jordan, UT.
As a Financial Operations Specialist you will:
This role acts as a subject matter expert, facilitating smooth transition of assets while collaborating with Financial Advisors, internal teams, and beneficiaries to deliver a seamless client experience.
Key Responsibilities
- Provide dedicated support to clients throughout the inheritance process with empathy and professionalism.
- Communicate proactively via phone/email to ensure transparency and high service standards.
- Process and track client requests, ensuring timely completion and follow-ups.
- Manage daily caseload and maintain accurate documentation in internal systems.
- Research and resolve client inquiries efficiently, escalating when necessary.
- Partner with internal teams and branches to facilitate asset transfers.
- Ensure compliance with firm policies, SEC/FINRA regulations, and identity verification standards.
- Deliver exceptional customer service to both internal and external stakeholders.
Required Skills & Qualifications
- Bachelor s degree preferred,
- 3 4 years of experience in financial services (client servicing preferred).
- Knowledge of estates, trusts, retirement plans, and asset distribution processes.
- Strong interpersonal, communication, and problem-solving skills.
- Ability to manage high-volume workload in a fast-paced environment.
- Good organizational skills with strong attention to detail.
- Proficiency in MS Office Suite.
This is a Contract full time opportunity.
Pay Rate: $22.00 - $25.00 per hour
*Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.
Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible.
Benefits: Volt offers benefits (based on eligibility) that include the following: health, dental, vision, term life, short term disability, AD&D, 401(k), Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).
Volt is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Volt is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please email or call . Please indicate the specifics of the assistance needed.
Volt does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
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