Position Overview The Automation Engineer III ensures successful completion of both company and client objectives at the project level. The primary...

…the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulationsThe team is primarily located in Utah with

…effectively communicate with internal and external teams Ability to understand and manage compliance to contracts Ability to learn the use of proprietary CRM tools

…and menu suggestions and filing reports Understand Customer contracts and track compliance mutually Track expiring contracts and participate in the building of a

…scheduling and performing all related activities and associated projects in compliance with all regulatory requirements and company policies and procedures.

…scheduling and performing all related activities and associated projects in compliance with all regulatory requirements and company policies and procedures.ESSENTIAL