Job Description
Job Responsibilities
The role involves maintaining asset records and generating Gain/Loss reports for Client Wealth Management accounts. Key duties include addressing branch inquiries related to Gain/Loss topics such as account maintenance, 1099-B reporting, educational and regulatory insights, reconciliation discrepancies, and cost basis reporting. This often requires manual adjustments.
Requirements
The role involves maintaining asset records and generating Gain/Loss reports for Client Wealth Management accounts. Key duties include addressing branch inquiries related to Gain/Loss topics such as account maintenance, 1099-B reporting, educational and regulatory insights, reconciliation discrepancies, and cost basis reporting. This often requires manual adjustments.
Requirements
- Ability to work independently and collaboratively within a team.
- Strong time management, interpersonal, and problem-solving skills.
- Capability to handle multiple projects simultaneously and prioritize tasks to meet strict deadlines.
- Keen attention to detail and quality.
- Sound judgment and decisive decision-making skills.
- Dedication to personal growth and development.
- Bachelor's degree in a business-related field with experience in the financial sector.
- Familiarity with accounting principles relevant to the financial industry.
- Knowledge of process controls and proficiency in database and spreadsheet applications, including Microsoft Excel, Access, and other Office tools.
- Excellent verbal and written communication skills.
Numbers & Facts
| Location | South Jordan, UT |
| Industry | Staffing/Employment Agencies |
| Company Size | 50 to 99 employees |
| Year Founded | 2002 |
| Website | https://phaxis.com/ |
About Company
We stand for PERSEVERANCE, as we refuse to quit when the journey gets tough. Your gold is our mission, and we search day and night to find it.
Skills
- Accountingunmatched
- Communication Skillsunmatched
- Cost Reportingunmatched
- 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
- Reconciliationunmatched
- Record Keepingunmatched
- Spreadsheetsunmatched
- Time Managementunmatched
- Wealth Managementunmatched
- Writing Skillsunmatched
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