Junior Financial Analyst

Responsibilities

• Maintain asset records and generate Gain/Loss reports for Client Wealth Management accounts.
• Address branch inquiries related to Gain/Loss topics, including:
  • Account maintenance
  • 1099-B reporting
  • Educational and regulatory insights
  • Reconciliation discrepancies
  • Cost basis reporting
• Perform manual adjustments as required.

Requirements

• Ability to work independently and collaboratively within a team.
• Strong time management, interpersonal, and problem-solving skills.
• Capability to handle multiple projects simultaneously and prioritize tasks to meet strict deadlines.
• Keen attention to detail and quality.
• Sound judgment and decisive decision-making skills.
• Dedication to personal growth and development.

Qualifications

• Bachelor's degree in a business-related field with experience in the financial sector.
• Familiarity with accounting principles relevant to the financial industry.
• Knowledge of process controls and proficiency in database and spreadsheet applications, including Microsoft Excel, Access, and other Office tools.
• Excellent verbal and written communication skills.