Analyst Gain & Loss (Max $23/hr W2)

About the role

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

• Bachelor's 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