Financial Analyst - Gain and Loss

Lenmar Consulting, Inc.
  • South Jordan, UT
  • $23.37 Per Hour
  • Quick Apply
3 days ago

Job Description

We have this W2 Contract opportunity for an Analyst Gain & Loss with our Direct Financial Client in South Jordan, UT. Please let us know if this is something that interests you.
 
Analyst Gain & Loss - MOR2JP00018280
Location: South Jordan, UT - Oniste
Max Pay Rate: $23.37/hr W2 (No Benefits)
Duration – 12 months +

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:
- 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.

Qualifications:
- 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.
 
 
Thanks and Regards,
 
Valerian D’Cunha
Lenmar Consulting Inc (a Kellton Company)
185 Hudson Street, Suite 1440, Jersey City, NJ
D: 201-484-0120
F: 201-946-1790
E:

vdcunha@lenmarit.com


 

Numbers & Facts

LocationSouth Jordan, UT

Skills

  • Accountingunmatched
  • Communication Skillsunmatched
  • Consultingunmatched
  • Cost Reportingunmatched
  • Data Modelingunmatched
  • Detail Orientedunmatched
  • Education Regulationsunmatched
  • Establish Prioritiesunmatched
  • Financeunmatched
  • Financial Analysisunmatched
  • Interpersonal Skillsunmatched
  • Microsoft Access Databaseunmatched
  • Microsoft Excelunmatched
  • Multitaskingunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Process Control Engineeringunmatched
  • Project/Program Managementunmatched
  • Reconciliationunmatched
  • Record Keepingunmatched
  • Spreadsheetsunmatched
  • Time Managementunmatched
  • Training/Teachingunmatched
  • Wealth Managementunmatched
  • Writing Skillsunmatched

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