financial analyst.
south jordan , utah
posted 10 days ago
job detailssummary
$23.36 - $23.37 per hour
temporary
bachelor degree
category management occupations
referenceAB4655294
job detailsJoin the Gain & Loss department to assist with maintaining basis records and delivering accurate Gain/Loss reporting for Wealth Management customer accounts. This role involves resolving branch inquiries on Gain/Loss topics, 1099-B reporting, reconciliation discrepancies, and account maintenance while providing regulatory insights.salary: $23.36 - $23.37 per hourshift: Firstwork hours: 8 AM - 5 PMeducation: BachelorsResponsibilitiesThe 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 adjustmentsSkills
Financial Reporting
Financial Statements
Financial Analysis
Qualifications
Years of experience: 2 years
Experience level: Experienced
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