The Gain & Loss department maintains basis records and provides Gain/Loss reporting for assets held in Wealth Management customer accounts.
The Branch Services Representative is responsible for answering and resolving branch inquiries on a wide variety of Gain/Loss topics, including Gain/Loss account maintenance, 1099-B reporting, providing educational and regulatory insight, reconciliation discrepancies and overall cost basis reporting questions. Resolution typically requires manual adjustments.
Requirements:- Ability to work independently well within a team environment.- Excellent Time Management, Interpersonal, and Problem-Solving Skills.- Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.- Attention to detail and quality of work.- Ability to consistently exercise sound and decisive judgment.- Commitment to personal development.
Qualifications:- Bachelors Degree in a Business field and experience in the Financial Industry.- Understanding of general accounting principles as they apply to the industry.- Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.- Superior Communication Skills, both oral and written.
Job Type: Temporary
Pay: Up to $22.00 per hour
Education:
Experience:
- Accounting/Finance: 1 year (Preferred)
- Advance Microsoft Excel: 1 year (Preferred)
- Analytical: 1 year (Preferred)
Work Location: In person
