Junior Financial Analyst
Phaxis
Job Description Job Responsibilities
The role involves maintaining asset records and generating Gain/Loss reports for Client Wealth Management accounts. Key duties include addressing branch inquiries related to Gain/Loss topics such as account maintenance, 1099-B reporting, educational and regulatory insights, reconciliation discrepancies, and cost basis reporting. This often requires manual adjustments.
Requirements
The role involves maintaining asset records and generating Gain/Loss reports for Client Wealth Management accounts. Key duties include addressing branch inquiries related to Gain/Loss topics such as account maintenance, 1099-B reporting, educational and regulatory insights, reconciliation discrepancies, and cost basis reporting. This often requires manual adjustments.
Requirements
- Ability to work independently and collaboratively within a team.
- Strong time management, interpersonal, and problem-solving skills.
- Capability to handle multiple projects simultaneously and prioritize tasks to meet strict deadlines.
- Keen attention to detail and quality.
- Sound judgment and decisive decision-making skills.
- Dedication to personal growth and development.
- Bachelor's degree in a business-related field with experience in the financial sector.
- Familiarity with accounting principles relevant to the financial industry.
- Knowledge of process controls and proficiency in database and spreadsheet applications, including Microsoft Excel, Access, and other Office tools.
- Excellent verbal and written communication skills.
Vacancy posted 3 days ago
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