Position Details:

Title: Financial Analyst Junior
Location: 680 West 10000 South, South Jordan, UT 84095- Onsite
Pay Rate: $23.37/hr – Paid Weekly
Interview: 1 round of interview on Zoom, in-person option available if requested.
Benefits: Access to health benefits
Contract Length: 12 months
*Contract Extension or Conversion to FTE based on Performance, Attendance and Business Need*

This is a great opportunity to join a leading financial and wealth management organization that offers room for growth and advancement!

Job Duties :
The Gain & Loss department maintains basis records and provides Gain/Loss reporting for assets held in MS Wealth Management customer accounts. The Branch Services Representative 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.

Should you accept an offer for an opportunity with this client, we do require a background check, fingerprinting, employment verification for the past 7 years and verification for your highest level of education completed. You may be required to provide documentation such as the staffing agency name(s), IRS Wage and Income Transcripts, or your diploma to help us verify this information.

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