Junior Financial Analyst
JobRialtoSouth Jordan, UT, US30+ days ago
Job type
- Full-time
Job descriptionB achelor's degree in a Business-related field with financial industry experience. Strong understanding of general accounting principles and their application in financial services. Knowledge of process controls, database management, spreadsheet applications, and data modeling. Proficiency in Microsoft Excel, Access, and other Office applications. Superior oral and written communication skills for professional interactions. Ability to work independently and collaborate within a team environment. Excellent time management, interpersonal, and problem-solving skills. Strong ability to prioritize multiple projects and meet tight operational deadlines. High attention to detail and commitment to quality assurance. Ability to consistently exercise sound and decisive judgment in financial operations. Dedication to personal and professional development. Not specified ) Not specified )
Job Summary
The Junior Financial Analyst will support the Gain & Loss department in maintaining basis records and providing Gain / Loss reporting for assets held in MS Wealth Management customer accounts. This role requires resolving branch inquiries on topics such as Gain / Loss account maintenance, 1099-B reporting, reconciliation discrepancies, and cost basis reporting, often requiring manual adjustments.
Key Responsibilities
- Address and resolve branch inquiries related to Gain / Loss topics, ensuring accurate financial reporting.
- Perform Gain / Loss account maintenance and manage 1099-B reporting.
- Provide educational and regulatory insight to branch staff and clients.
- Investigate and resolve reconciliation discrepancies in financial accounts.
- Ensure compliance with cost basis reporting standards.
Required Qualifications
Required Skills
Preferred Qualifications
Certifications (if any)
Education : Bachelors Degree
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Financial Analyst • South Jordan, UT, US