Processor

Processor PositionWe are seeking a detail-oriented Processor to join our dynamic team. In this entry-level role, you will support our advisors by preparing account paperwork and following up account openings to ensure timely completion. If you are organized, reliable and looking to build a career in financial services in a fast-paced environment, we would love to hear from you. This is a part-time, in-office role stationed in Orem, Utah.Your Impact:Account Processing: Draft, review and submit account opening paperwork, ensuring all forms are complete and accurate before submission.Follow Up: Track and follow up on pending accounting openings, coordinating with custodians and internal teams to resolve outstanding items.Documentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.Quality Control: Review documents for accuracy, completeness, and compliance with firm standards before submission.Team Support: Assist advisors and service teams with administrative tasks related to account setup and maintenance as needed.Who You Are:Detail-oriented with a strong focus on accuracy and thoroughness.Organized and able to manage multiple tasks and deadlines independentlyA reliable communicator who follows through on outstanding itemsNo prior financial services experience requiredYour Toolkit:Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook).Strong attention to detail and a willingness to learn.Ability to follow established processes and ask questions when something doesn't look right.Self-starter with excellent 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