Financial Analyst Junior Level 1

Title : Financial Analyst Junior Level 1

Location : 680 West 10000 South, South Jordan, UT 84095- Onsite

Interview : 1 round of interview on Zoom, in-person option available if requested.

Pay Rate : $23.37 / hr - Paid Weekly

Contract Length : 12 months

This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!

Job Duties :

The Gain & Loss department maintains basis records and provides Gain / Loss reporting for assets held in MS 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 :

Pre-Employment Requirements

Background check, fingerprinting, and employment / education verification