Financial Analyst - Gain and Loss

Financial Analyst - Gain and Loss#25-02560 South Jordan, UT All On-site Job Description Role will start onsite. 1 round of interview on Zoom, in-person option available if requested. 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: - 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. Max supplier BR: 30.60 SS POC: Jordyn CV