New York City, NY

Job Type
Full-Time Temporary

Pay Rate

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


- 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.


- 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.

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