Analyst Gain & Loss (Max $23/hr W2)
South Jordanonsitemid
Posted 2w ago · via Smartrecruiters
About this role
About Finance 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. Requirements: - Ability to work independently well within a team environment. - Excellent Time Management, Interpersonal, and Problem-Solving Skills.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in South Jordan. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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