About Us
Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us at https://diversify.com.
About the Position
This internship offers hands-on exposure to the finance team, supporting the revenue cycle, accounts payable, and bank reconciliations. It's a fast-paced environment that will sharpen you attention to detail and critical thinking as you help evaluate and resolve transactions under the guidance of experienced team members. This internship offers meaningful opportunities to build foundational finance skills and gain an inside look at the wealth management industry. This is a part-time, in-office role stationed at our headquarters in South Jordan, Utah.
Your Impact
- Revenue Cycle Management: Support the process of revenue transactions across multiple technology platforms. Assist with audits in the portfolio accounting system to help ensure billing accuracy. Help create invoices in the accounting system using an ETL spreadsheet process.
- Accounts Payable: Assist with cases from advisors that come through Salesforce, including crediting client accounts, under the guidance of the AP team.
- Collaboration: Work alongside with the Controller, Billing Manager, and Revenue Operations Manager, gaining exposure to accounting projects, financial reporting, and month-end close processes.
Who You Are
- Pursuing a bachelor’s degree in accounting, finance, or information systems.
- A thirst for knowledge and a drive for excellence.
- Aligned with our values of integrity, innovation, and collaboration.
- Strong professional demeanor, communication skills, and a collaborative spirit.
Your Toolkit
- Strong computer and technical skills.
- The ability to analyze data and ensure the accuracy of outputs.
- Willingness to learn and follow strong internal controls.
- Comfortable taking initiative and thinking through problems, with support from the team as needed.
- Detail-oriented with pride in the quality of your work.
- Self-starter with strong organizational skills and the ability to multitask effectively.
Join Us Now!
If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer-M/F/D/V
