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Job description
Job Description
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.
Additional Information
All your information will be kept confidential according to EEO guidelines.
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Worksite address
south jordan, UT, 84095, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.