{"schemaVersion":"jobsearcher.job.v1","id":"d29622b58c201ae623bd3300","url":"https://jobsearcher.com/jobs/d29622b58c201ae623bd3300","canonicalUrl":"https://jobsearcher.com/jobs/d29622b58c201ae623bd3300","title":"Processor","description":"About Us\n\nDiversify 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.\n\nWe 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.\n\nLearn more about us at https://joindiversify.com.\n\nAbout the Position:\n\nWe 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.\n\nYour Impact:\n\nAccount Processing: Draft, review and submit account opening paperwork, ensuring all forms are complete and accurate before submission.\nFollow Up: Track and follow up on pending accounting openings, coordinating with custodians and internal teams to resolve outstanding items.\nDocumentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.\nQuality Control: Review documents for accuracy, completeness, and compliance with firm standards before submission.\nTeam Support: Assist advisors and service teams with administrative tasks related to account setup and maintenance as needed.\n\nWho You Are:\n\nDetail-oriented with a strong focus on accuracy and thoroughness.\nOrganized and able to manage multiple tasks and deadlines independently\nA reliable communicator who follows through on outstanding items\nNo prior financial services experience required\n\nYour Toolkit:\n\nBasic proficiency in Microsoft Office Suite (Word, Excel, Outlook).\nStrong attention to detail and a willingness to learn.\nAbility to follow established processes and ask questions when something doesn’t look right.\nSelf-starter with excellent organizational skills and the ability to multitask effectively.\n\nJoin Us Now!\n\nIf you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!\n\nWe 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","company":"Diversify","rawCompany":"diversify","city":"Orem","state":"UT","isRemote":false,"isActive":false,"createdAt":"2026-09-10T11:41:35.418Z","occupations":[{"code":"43-4011.00","title":"Brokerage Clerks","slug":"brokerage-clerks"},{"code":"43-3099.00","title":"Financial Clerks, All Other","slug":"financial-clerks-all-other"},{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"541219","title":"Other Accounting Services","slug":"other-accounting-services"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Processor","description":"About Us\n\nDiversify 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.\n\nWe 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.\n\nLearn more about us at https://joindiversify.com.\n\nAbout the Position:\n\nWe 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.\n\nYour Impact:\n\nAccount Processing: Draft, review and submit account opening paperwork, ensuring all forms are complete and accurate before submission.\nFollow Up: Track and follow up on pending accounting openings, coordinating with custodians and internal teams to resolve outstanding items.\nDocumentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.\nQuality Control: Review documents for accuracy, completeness, and compliance with firm standards before submission.\nTeam Support: Assist advisors and service teams with administrative tasks related to account setup and maintenance as needed.\n\nWho You Are:\n\nDetail-oriented with a strong focus on accuracy and thoroughness.\nOrganized and able to manage multiple tasks and deadlines independently\nA reliable communicator who follows through on outstanding items\nNo prior financial services experience required\n\nYour Toolkit:\n\nBasic proficiency in Microsoft Office Suite (Word, Excel, Outlook).\nStrong attention to detail and a willingness to learn.\nAbility to follow established processes and ask questions when something doesn’t look right.\nSelf-starter with excellent organizational skills and the ability to multitask effectively.\n\nJoin Us Now!\n\nIf you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!\n\nWe 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","datePosted":"2026-09-10T11:41:35.418Z","dateModified":"2026-09-10T11:41:35.418Z","hiringOrganization":{"@type":"Organization","name":"Diversify","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Orem","addressRegion":"UT","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"d29622b58c201ae623bd3300"},"url":"https://jobsearcher.com/jobs/d29622b58c201ae623bd3300"}}