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://joindiversify.com.
About the Position:
We 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 independently
- A reliable communicator who follows through on outstanding items
- No prior financial services experience required
Your 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
Skills Required
- Strong attention to detail and accuracy
- Ability to organize and manage multiple tasks and deadlines independently
- Reliable communication and follow-through
- Basic proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
- Ability to follow established processes and ask questions when necessary
- Strong organizational and multitasking skills
- Prior financial services experience
What We Do
Diversify, Inc., and the Diversify group of companies, provide investment, wealth management and insurance services to clients located throughout the western United States. Founded in 2004 by Daniel J. Luke and Ryan O. Smith, Diversify, Inc. offers a personal, independent and diversified approach to financial planning and investment strategy. Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc., a SEC registered investment advisor. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Insurance offered through Diversify Insurance, Inc. Social Media Disclosures: http://www.dfpg.com/social-media/ Check the background of this firm on FINRA's BrokerCheck (http://brokercheck.finra.org/).
