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Financial Analyst Junior - Level 1 Jobs

South Jordan, Utah
<p> Position:Financial Analyst Junior | Level 1</p><p> Location:South Jordan, UT</p><p> 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.</p><p> 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.</p><p> 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.</p>
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