Branch Services Representative

Job Description

Job Description

At-a-Glance:

Are you ready to build your career by joining a global financial institution? If so, our client is hiring a Branch Services Representative.

• Contract
• Hybrid

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 for the firm.
• Attention to detail and quality of work.
• Ability to consistently exercise sound and decisive judgment.
• Commitment to personal development.

Responsibilities:

• 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