Jr Financial Analyst (Max $23/hr W2)

Lenmar Consulting Inc. • South Jordan, UT

113d

About The Position

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.
• Attention to detail and quality of work.
• Ability to consistently exercise sound and decisive judgment.
• Commitment to personal development.

Nice To Haves

• Bachelor's Degree in a Business field.
• Experience in the Financial Industry.
• Understanding of general accounting principles as they apply to the industry.
• Understanding of general process controls.
• Knowledge of database, spreadsheet applications, and data modelling.
• Proficiency in Microsoft Excel, Access, and other Office applications.
• Superior Communication Skills, both oral and written.

Responsibilities

• Answer and resolve branch inquiries on Gain/Loss topics.
• Maintain Gain/Loss accounts.
• Handle 1099-B reporting.
• Provide educational and regulatory insight.
• Address reconciliation discrepancies.
• Manage overall cost basis reporting questions.

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees