Cost Basis Associate
Randstad is looking to hire financial professionals for a major brokerage firm in Westlake! Please see below for details if interested:
Location: Westlake, TX 76262
Start: June 2020
Pay Rate: $17.00/hr
Schedule: M-F 8-5pm
Duration: 1 year; potential to apply internally
Updating cost basis information into company's cost basis engine
Responding to requests from field partners on updates for cost basis, adjustments needed, items missing, etc.
Receives updates through a platform via doc control team where clients send in forms. Doc control creates the case and sends out requests. Requests could also come in via contracts.
No customer contact - this is a production role
Will need to toggle between various systems that the company uses to find data for the above
May also help process data death step ups when an asset is connected to another account or VSP when clients want to gift shares/lot selection.
Working hours: 8:00 AM - 5:00 PM
Knowledge with cost basis or tax regulations
Exp in a financial industry/broker industry is beneficial
No Degree Required
2+ years of experience working with data entry processing
Proficient with 10 Key and Alphanumeric
Ability to toggle through multiple screens and spreadsheets
Series 7 or 63 is a plus not a must
Qualified and interested candidates please send updated resumes to firstname.lastname@example.org for consideration with the subject "Westlake - Financial Operator" for consideration
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