Analyst Gain & Loss (Max 23hr W2)

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.

Additional Information :

All your information will be kept confidential according to EEO guidelines.

Remote Work :

No

Employment Type :

Contract