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Branch Services Representative

Hired by Matrix

Branch Services Representative Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Branch Services Representative. Position Type: Contract Onsite Required: Bachelor's Degree in a Business field and experience in the Financial Industry. Understanding of general accounting principles as they apply to the industry. 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. Ability to work independently well within a team environment. Excellent time management, interpersonal, and problem-solving skills. Ability to concurrently manage multiple projects and prioritize effectively to meet tight and enforced operational and annual deadlines. Attention to detail and quality of work. Ability to consistently exercise sound and decisive judgment. Commitment to personal development. Responsibilities: 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. Get in Touch: We want to hear from you! If you think you'd be a good match, submit your resume and reach out to Ankit at View phone number on click.appcast.io to learn more.

Vacancy posted 4 days ago
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