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Junior Financial Analyst

South Jordan, UT 84095

Posted: 08/04/2026 Employment Type: Contract Job Number: 28999945

Job Description

Job Responsibilities
The role involves maintaining asset records and generating Gain/Loss reports for Client Wealth Management accounts. Key duties include addressing branch inquiries related to Gain/Loss topics such as account maintenance, 1099-B reporting, educational and regulatory insights, reconciliation discrepancies, and cost basis reporting. This often requires manual adjustments.
Requirements
  • Ability to work independently and collaboratively within a team.
  • Strong time management, interpersonal, and problem-solving skills.
  • Capability to handle multiple projects simultaneously and prioritize tasks to meet strict deadlines.
  • Keen attention to detail and quality.
  • Sound judgment and decisive decision-making skills.
  • Dedication to personal growth and development.
Qualifications
  • Bachelor's degree in a business-related field with experience in the financial sector.
  • Familiarity with accounting principles relevant to the financial industry.
  • Knowledge of process controls and proficiency in database and spreadsheet applications, including Microsoft Excel, Access, and other Office tools.
  • Excellent verbal and written communication skills.

Meet Your Recruiter

Robyn Banks

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About South Jordan, UT

Start your career journey in beautiful South Jordan, Utah! This vibrant city nestled in the heart of Salt Lake County offers a perfect blend of stunning mountain views, outdoor recreational opportunities at the nearby Jordan River Parkway Trail, and a thriving job market. With easy access to top-notch dining options like the award-winning Tushar Brazilian Express, cultural attractions at the Gale Center of History and Culture, and entertainment at the nearby Hale Centre Theatre, there's something for everyone here. Join us in South Jordan and discover why this charming locale is the perfect place to grow both personally and professionally. Explore our job listings today and take the first step towards a fulfilling career in this enchanting region.
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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison