Financial Analyst Junior

  • location: South Jordan, UT
  • type: Contract
  • salary: $22 per hour
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job description

Financial Analyst Junior

job summary:
Financial Analyst Junio

The Gain & Loss department maintains basis records and provides Gain/Loss reporting for assets held in customer accounts. The financial analyst 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.

Top 3 Skills Manager looking for:

- Critical Thinker/Analytical

- Detail Oriented

- Enjoys Learning and actively participates

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

The Gain & Loss department maintains basis records and provides Gain/Loss reporting for assets held in customer accounts. The financial analyst 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.

Top 3 Skills Manager looking for:

- Critical Thinker/Analytical

- Detail Oriented

- Enjoys Learning and actively participates

 
qualifications:
Financial Analyst Junio

The Gain & Loss department maintains basis records and provides Gain/Loss reporting for assets held in customer accounts. The financial analyst 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.

Top 3 Skills Manager looking for:

- Critical Thinker/Analytical

- Detail Oriented

- Enjoys Learning and actively participates

 
skills: Financial Analysis
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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