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Wealth Management Paralegal Jobs in Utah

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Job info
Company
In-House
Experience
Min 1 yrs required
Location
Salt Lake City, UT
Posted Date
Sep 20, 17
Info Source
Employer
IMD Operations - Private Wealth Management - Asset Transfer... Approval (ATA)/Callback Team - Analyst The candidate will: Approve asset movements leaving client accounts; Authenticate asset transfer requests directly with the PWM Clients; Review account documentation, verify client signatures, and review... read more
Company
In-House
Experience
Min 2 yrs required
Location
Salt Lake City, UT
Posted Date
Sep 20, 17
Info Source
Employer
Operations – Private Wealth Management – Client Due... Diligence – Analyst Qualifications: Partner with Anti Money Laundering (AML) Compliance to ensure all requirements are met for clients and/or accounts changes and new AML policies and regulations are fully implemented within... read more
Company
In-House
Experience
Location
Salt Lake City, UT
Posted Date
Sep 19, 17
Info Source
Employer
Operations - Private Wealth Management - Asset Transfer... understanding of the financial industry is essential. Compliance and/or regulatory experience is preferred. Paralegal experience is preferred. In-depth... knowledge of legal documentation (e.g., trust agreements, partnership agreements and corporate resolutions) is preferred.... read more
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