Financial Analyst Junior | Level 1

Location
South Jordan, UT

Job Type
Contract Full-Time

Pay Rate
$23.37

Financial Analyst Junior Level 1

Duration: 6 Months

Pay Rate: $23.37

Work Location: 680 West 10000 South, South Jordan, Utah 84095

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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 modeling, including Microsoft Excel, Access and other Office applications
  • Superior Communication Skills, both oral and written

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