4 jobs found for data analyst in utah

As a Business Analyst in Account Services Operations, you'll play a vital role in supporting the new account opening process, stock plan activation, and account maintenance. Your responsibilities will include: Reviewing paper and electronic applications to ensure they meet good order criteria. Processing applications manually when necessary with speed and accuracy. Handling exception and reconciliation reports, and assisting in executing risk controls. R

The Junior Financial Analyst will join our client's US Tax Operations team, responsible for handling all reporting obligations for the Firm's Wealth Management and Institutional clients. This role is pivotal in ensuring compliance with IRS regulations and maintaining accurate cost basis records for client assets. Key Responsibilities: Operational Support: Collaborate with cross-organizational operations teams to handle queries, reconcile discrepancies

As a Junior Financial Analyst, you will play a crucial role in ensuring the accuracy and integrity of our cost basis and tax reporting processes. Your responsibilities will include: Conducting data analysis and reconciliation of cost basis data from various sources. Producing accurate and actionable status reports. Reviewing and approving tax documents such as W-8s. Assisting in the review of year-end tax forms and related checkouts. Performing income re

We are seeking a motivated Operations Specialist to join our team. This role will involve daily interaction with various broker dealers, internal branch network, other Operations groups, and technology teams. The successful candidate will have the opportunity to become a Subject Matter Expert in the transfer process, analyze and improve processes, and gain exposure to a wide range of financial products.salary: $24.81 - $24.82 per hourshift: First