Finance Associate

  • location: South Jordan, UT
  • type: Contract
  • salary: $21 per hour
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job description

Finance Associate

job summary:
Description:

The Client Cost Accounting and Reporting (CCAR) team maintains cost basis records and provides cost basis reporting for assets held by institutional clients. Each representative is responsible for reconciling discrepancies in cost basis reporting, for answering and resolving inquires on a wide variety of cost basis topics involving 1099-B reporting for covered products (including equities, options, single stock futures, and fixed income products), and for providing educational and regulatory insight. This position has an emphasis on the processing of corporate action events with the correct taxability to ensure accurate cost basis reporting.

A successful candidate will possess the following skills:

- Strong attention to detail

- Ability to thoroughly investigate and problem solve

- Ability to see an assignment through from conception to completion

- Ability to organize and prioritize work and meet deadlines

- Ability to learn new systems quickly

- Comprehensive understanding of Microsoft Excel

- Aptitude to multi-task and adjust quickly to change

- Continual focus on process improvement

 
location: South Jordan, Utah
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 1 Years
 
responsibilities:
Description:

The Client Cost Accounting and Reporting (CCAR) team maintains cost basis records and provides cost basis reporting for assets held by institutional clients. Each representative is responsible for reconciling discrepancies in cost basis reporting, for answering and resolving inquires on a wide variety of cost basis topics involving 1099-B reporting for covered products (including equities, options, single stock futures, and fixed income products), and for providing educational and regulatory insight. This position has an emphasis on the processing of corporate action events with the correct taxability to ensure accurate cost basis reporting.

A successful candidate will possess the following skills:

- Strong attention to detail

- Ability to thoroughly investigate and problem solve

- Ability to see an assignment through from conception to completion

- Ability to organize and prioritize work and meet deadlines

- Ability to learn new systems quickly

- Comprehensive understanding of Microsoft Excel

- Aptitude to multi-task and adjust quickly to change

- Continual focus on process improvement

 
qualifications:
Description:

The Client Cost Accounting and Reporting (CCAR) team maintains cost basis records and provides cost basis reporting for assets held by institutional clients. Each representative is responsible for reconciling discrepancies in cost basis reporting, for answering and resolving inquires on a wide variety of cost basis topics involving 1099-B reporting for covered products (including equities, options, single stock futures, and fixed income products), and for providing educational and regulatory insight. This position has an emphasis on the processing of corporate action events with the correct taxability to ensure accurate cost basis reporting.

A successful candidate will possess the following skills:

- Strong attention to detail

- Ability to thoroughly investigate and problem solve

- Ability to see an assignment through from conception to completion

- Ability to organize and prioritize work and meet deadlines

- Ability to learn new systems quickly

- Comprehensive understanding of Microsoft Excel

- Aptitude to multi-task and adjust quickly to change

- Continual focus on process improvement

 
skills: Excel
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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    Finance Associate

  • location: South Jordan, UT
  • job type: Contract
  • salary: $20 per hour
  • date posted: 11/16/2018