Financial Analyst

  • location: Pennington, NJ
  • type: Contract
  • salary: $18.30 per hour
easy apply

job description

Financial Analyst

job summary:
Financial Analyst

Job Description:

**Position will begin remote until the team returns back to site**

Cost Basis Support provides back-end support to front line units for branch offices and brokerage accounts in regards to reporting and adjusting cost basis on securities held by clients of the firm.

Responsibilities:

  • Associate will be responsible for completion of requests submitted from branch offices which will include but are not limited to Date of Death Step-ups, Cost Basis Inquiries, Versus Purchase, Capital Changes, Corporate Actions, etc.
  • Associate will be working directly with Financial Advisors and Client Associates to ensure accurate tax reporting of cost basis and acquisition dates of securities held or liquidated in Merrill brokerage accounts.
  • Associate may have an opportunity to participate in tax season projects as well as other duties as assigned.
Required Skills:

  • Excellent interpersonal skills
  • Proven ability to effectively service/resolve client inquiries
  • Strong analytical and problem solving skills
  • Positive and professional attitude in a team oriented, fast paced work environment
  • Ability to work effectively and efficiently as an individual contributor in a team environment
  • Open to learning the various processes, systems and applications.
  • To adhere to the Industry and Government rules and regulations.
Desired Skills:

  • Ability to create & run macros.
  • Proficient with Microsoft Office, Outlook, Word and Excel
  • College Degree
 
location: Pennington, New Jersey
job type: Contract
work hours: 8 to 5
education: Bachelor's degree
experience: 2 Years
 
responsibilities:
Responsibilities:

  • Associate will be responsible for completion of requests submitted from branch offices which will include but are not limited to Date of Death Step-ups, Cost Basis Inquiries, Versus Purchase, Capital Changes, Corporate Actions, etc.
  • Associate will be working directly with Financial Advisors and Client Associates to ensure accurate tax reporting of cost basis and acquisition dates of securities held or liquidated in Merrill brokerage accounts.
  • Associate may have an opportunity to participate in tax season projects as well as other duties as assigned.
 
qualifications:
Required Skills:

  • Excellent interpersonal skills
  • Proven ability to effectively service/resolve client inquiries
  • Strong analytical and problem solving skills
  • Positive and professional attitude in a team oriented, fast paced work environment
  • Ability to work effectively and efficiently as an individual contributor in a team environment
  • Open to learning the various processes, systems and applications.
  • To adhere to the Industry and Government rules and regulations.
Desired Skills:

  • Ability to create & run macros.
  • Proficient with Microsoft Office, Outlook, Word and Excel
  • College Degree
 
skills: Other
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.

easy apply

get jobs in your inbox.

sign up
{{returnMsg}}

related jobs


    Financial Analyst

  • location: Pennington, NJ
  • job type: Contract
  • salary: $18 per hour
  • date posted: 11/17/2020

    VP, Accounting & Finance

  • location: Levittown, PA
  • job type: Permanent
  • salary: $150,000 - $200,000 per year
  • date posted: 11/4/2020