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LenmarconsultingAccounting/Auditing

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.…

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What we'd score you on

reqspace match rubric

Five 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.

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