Job Description

Job Description

Job Responsibilities
The role involves maintaining asset records and generating Gain/Loss reports for Client Wealth Management accounts. Key duties include addressing branch inquiries related to Gain/Loss topics such as account maintenance, 1099-B reporting, educational and regulatory insights, reconciliation discrepancies, and cost basis reporting. This often requires manual adjustments.
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.

Meet Your Recruiter

Robyn Banks

Job Tags

Work at office

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