About this opportunity
Lenmar Consulting lists this Wealth Management Gain/Loss Analyst – Reporting opportunity in south jordan, Utah. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Lenmar Consulting in Utah seeks a Branch Services Representative for the Gain & Loss team within Wealth Management. You will respond to and resolve branch inquiries on Gain/Loss topics, including 1099-B reporting, cost basis questions, and account maintenance, with accuracy and timely resolution.
The role requires independent work, strong communication and problem-solving skills, and the ability to manage multiple projects against firm deadlines.
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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.