Accounting, Communication Skills, Cost Reporting, Data Modeling, Detail Oriented, Education Regulations, Establish Priorities, Finance, Global Financial Markets, Interpersonal Skills, Microsoft Access Database, Microsoft Excel, Multitasking, Presentation/Verbal Skills, Problem Solving Skills, Process Control Engineering, Project/Program Management, Reconciliation, Spreadsheets, Time Management, Training/Teaching, Writing Skills
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.
Position Type: 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.
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 Simran at (551) 277-4514 to learn more.
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Hired by Matrix
We believe in putting people together for the right reasons. Getting you a great job that makes you feel fulfilled in your career. Finding the perfect candidate to help you achieve business success.
Whether you are looking for the best candidate for your company or searching for your next career move, we are dedicated to making sure you thrive. We take your needs personally and have a variety of services to ensure you reach your goals. We listen to the needs of our clients and candidates and then thoughtfully match the right person with the right job. When people come together doing what they love success is guaranteed and partnerships last.
100 to 499 employees
Staffing/Employment Agencies
http://www.hiredbymatrix.com