Financial analyst

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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noah.williams@randstadusa.com