About the role
**Title: Financial Analyst Junior
Location: South Jordan, UT - Onsite
Duration: 08 Months** Role will start onsite.
1 round of interview on Zoom, in-person option available if requested.
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:
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Ability to work independently well within a team environment.
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Excellent Time Management, Interpersonal, and Problem-Solving Skills.
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Ability to concurrently manage multiple projects, and prioritize effectively to meet tight and enforced Operational and annual deadlines for the firm.
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Attention to detail and quality of work.
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Ability to consistently exercise sound and decisive judgment.
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Commitment to personal development.
Qualifications:
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Bachelor's Degree in a Business field and experience in the Financial Industry.
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Understanding of general accounting principles as they apply to the industry.
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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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