Job Description
Our client, a Banking company, is looking for a Financial Analyst for their Pennington, NJ/Jacksonville, FL/Hybrid location.
Responsibilities:
Requirements:
Why Should You Apply?
Responsibilities:
- Processes routine/standard transactions according to established procedures and prescribed processes.
- Daily responsibilities will cover one or more operations functional areas such as: analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc.
- Provides quality service and effective and efficient operations support for the assigned area's internal business partners and/or external customers and clients.
- May provide advice and assist with training for less experienced team members.
- Individuals at this level are expected to use some independence of thought but to refer more complex problems to Operations Team Manager and/or Supervisor. Generally, 1 year or more experience is preferred.
- This team handles branch inquiries and update requests received from clients to Front Line Units submitted via New Service Gateway and email in regard to updates and research of cost basis reflecting in our Global Tax Lots system.
- Additionally, the associate will research and resolve transactional breaks that result in inaccurate cost basis that requires manual update.
- A successful candidate will have some experience working with financial statements and records with an emphasis on attention to detail.
- Tax Reporting Operations is responsible for accurate reporting of covered securities and tax lots to the Internal Revenue Service so the ability to update tax lot records accurately and efficiently is required.
Requirements:
- Proficient with Microsoft Office, Outlook, Word and Excel
- Strong understanding of rules and regulations, policies and standards
- Excellent interpersonal skills
- Proven ability to effectively service/resolve client inquiries
- Strong oral and written communication skills
- Ability to work effectively and efficiently as an individual contributor in a team environment
- Positive and professional attitude in a team oriented fast paced work environment
- Strong analytical and problem-solving skills
- Be able to adhere to the industry and IRS rules and regulations
Why Should You Apply?
- Health Benefits
- Referral Program
- Excellent growth and advancement opportunities
Numbers & Facts
| Location | Pennington, NJ |
| Industry | Management Consulting Services |
| Salary | $15.92–$23.99 Per Hour |
| Company Size | 2,000 to 2,499 employees |
| Year Founded | 2000 |
| Website | https://www.iconma.com/ |
Benefits
401K, Employee Referral Program, Life Insurance
About Company
ICONMA is a global information consulting management firm providing Professional Staffing Services and Project-Based Solutions for organizations in a broad range of industries.
- Corporate Headquarters in Troy, Michigan; 20+ locations worldwide.
- Certified Woman-Owned Business Enterprise (WBE); certified by Women’s Business Enterprise National Council, National Women Business Owners Corporation (NWBOC); and California Public Utilities Commission (CPUC).
- Founded in 2000
- 2000+ Employees
The company was founded on the principle that success is derived from delivering high quality service and resources in the most responsive, flexible, and innovative way. ICONMA invests in people and resources with a single goal: To provide our customers with the highest quality service in the most responsive manner. Through its network of offices, ICONMA provides the resources to help clients maintain their competitive advantage.
Skills
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