Operations Analyst

Axos Bank • Omaha, NE

5d • $20 - $24

About The Position

Axos Clearing is seeking a Tax & Cost Basis Representative, you will serve as the primary contact for introducing broker dealer inquiries and processing provided documentation, remit and reconcile daily Federal and State tax withholding liabilities, remit and reconcile unclaimed property for lost/abandoned account holders and maintain client tax lot reporting data in internal systems to ensure compliance with all IRS and industry regulations.

Requirements

• Bachelor's degree or equivalent experience preferred.
• 2+ years' experience preferred.
• Financial industry experience or FINRA licenses preferred.
• Strong verbal and written communication skills
• Strong analytical and decision-making skills.
• Detail oriented with exceptional quality and productivity.
• Effective time management skills with the ability to multitask.
• Strong analytical and decision-making skills.

Responsibilities

• Review, amend and finalize new accounts documentation.
• Analyze demographic information to ensure high level of quality.
• Interface with a variety of systems and departments to resolve tasks.
• Prepare and review of daily reports.
• Identify process improvement opportunities.
• Ability to interact and communicate in a professional and friendly manner with business partners.
• Maintain a high degree of regulatory compliance and escalate any potential risk.

Benefits

• Medical, Dental, Vision, and Life Insurance
• Paid Sick Leave, 3 weeks’ Vacation, and Holidays (about 11 a year)
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees