Finance - Entry Level - Gain and Loss Analyst at Northpointe… · South…

The Gain & Loss department maintains basis records and provides Gain/Loss reporting for assets held in 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:- Bachelors 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.

Job Type: Temporary

Pay: Up to $22.00 per hour

Education:

• Bachelor's (Preferred)

Experience:

• Accounting/Finance: 1 year (Preferred)
• Advance Microsoft Excel: 1 year (Preferred)
• Analytical: 1 year (Preferred)

Work Location: In person