Gain & Loss Analyst - Wealth Management Reporting
Northpointe Staffing Professionals
Northpointe Staffing Professionals seeks a Branch Services Representative to support Wealth Management Gain/Loss activities. You will respond to branch inquiries and help with 1099-B reporting, account maintenance, and cost basis questions. The role requires independent work within a team, strong time management, attention to detail, and the ability to meet tight annual deadlines. Excellent communication and problem-solving skills are essential. #J-18808-Ljbffr Northpointe Staffing Professionals
Vacancy posted 14 hours ago
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