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Financial Analyst Junior

Financial Analyst Junior

PhaxisSouth Jordan, UT, US
17 days ago
Job type
  • Full-time
Job description

The Gain & Loss department maintains basis records and provides Gain / Loss reporting for assets held in Client 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.
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    Financial Analyst • South Jordan, UT, US