Top 9 Finance operations occupations Jobs in Ogden, Ut

Financial Advisor Operations Associate
Strategic Planning Group —Bountiful, UT
- $25 - $40 an hour
- Full-time
- Microsoft Outlook
- Research
- Mid-level
- Paid holidays
- 401(k)
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Fraud Investigator
Bank of Utah —Ogden, UT
- Monday to Friday
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Paid holidays
Quick Apply
11d
EFT Specialist
TAB Bank —Ogden, UT
- Research
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Quick Apply
Reg Compliance Officer - Strategic Partnership
TAB Bank —Ogden, UT
- Microsoft Outlook
- 5 years
- Windows
- AD&D insurance
- Paid holidays
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Suitability Principal
MassMutual —United States
- $69,000 - $90,500 a year
- Hybrid work
- Customer service
- Office
- Finance
12h

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Fraud Investigator
Bank of Utah —Ogden, UT
The Fraud Analyst conducts independent investigations, performs interviews, and communicates findings to internal partners, external agencies, and, when…
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11d
Surveillance Investigator - Part Time
Allied Universal® Compliance and Investigations —Salt Lake City, UT
Must possess a valid driver's license with at least one year of driving experience. Private Investigator’s license required prior to applying.
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Expense Fraud Analyst
Deloitte —Columbus, OH
Bachelor's degree in accounting, Business, Finance, or a related field. Experience analyzing financial transactions, supporting documentation, and data trends…
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Advisor, Finance Operations
Cardinal Health —Dublin, OH
Bachelors’ degree in Accounting, Finance, or related field preferred. 4+ years of experience in related field, including but not limited to Finance, Audit, or…
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finance operations occupations jobs near ogden, ut

Financial Advisor Operations Associate

Strategic Planning Group -
Bountiful, UT

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Job Details

Full-time
$25 - $40 an hour

Benefits

Paid holidays
401(k)
Financial planning services
Paid time off
Retirement plan

Qualifications

Customer communication
Trust document review
Investment operations
Research
Traditional IRAs for retirement planning
Financial services
CRM system proficiency
Retirement projections
401(k) rollovers

Full Job Description

Financial Advisor Operations Associate

Strategic Planning Group | Bountiful, Utah

Pay: $25.00 to $40.00 per hour
Schedule: Full time, Monday through Friday, 9 AM to 5 PM
Location: In office, Bountiful Utah

About Strategic Planning Group

Strategic Planning Group is a well established investment management firm in Bountiful, Utah. For over 40 years, our firm has focused on building long term client relationships through thoughtful financial guidance and consistent service. We value professionalism, integrity, teamwork, and accountability.

We are seeking an experienced Financial Advisor Operations Associate who can step into a key support role within our advisory team.

Position Overview

This position supports both advisors and clients through account operations, service coordination, and administrative accuracy. It is best suited for someone with prior financial industry experience who can contribute quickly with minimal ramp up.

This is not an entry level role.

Key Responsibilities

Open and maintain client investment accounts
Manage and update client profiles and records
Process account service requests and follow through to completion
Respond to client calls, emails, and service needs professionally
Assist advisors with research and financial planning related tasks
Maintain organized documentation and compliance standards
Coordinate with custodians and internal team members as needed

Experience and Skills

Two or more years of experience at a financial advisory or investment firm
Familiarity with platforms such as Redtail CRM, Black Diamond, Wealthscape, Schwab Advisor Center, or Fidelity systems
Strong written and verbal communication skills
Proficiency with Outlook, Teams, Word, and Excel
Strong organizational skills and attention to detail
Ability to manage multiple priorities with consistency and accuracy
Professional, confident, and dependable work style

Our Ideal Candidate

Enjoys operational and detail oriented work
Takes ownership of responsibilities
Communicates clearly and respectfully
Works well independently and within a team
Is interested in a long term career in financial services

Compensation and Benefits

$25.00 to $40.00 per hour depending on experience
401k
PTO
Sick Time
Paid Holidays
Stable full time schedule
Supportive, professional office environment

Location

Must be able to work in person in Bountiful, Utah

Experience

Minimum two years at an investment or financial advisory firm required
Preferred platform experience:
– Redtail CRM or Black Diamond– Wealthscape– Schwab Advisor Center or Fidelity systems

Pay: $25.00 - $40.00 per hour

Benefits:

401(k)
Financial planning services
Retirement plan

Work Location: In person

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Refine Your Search

finance operations occupations jobs in ogden, ut

Financial Advisor Operations Associate

Fraud Investigator

EFT Specialist

Reg Compliance Officer - Strategic Partnership

Suitability Principal

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I want to receive the latest job alert for finance operations occupations in ogden, ut

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