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Jr Financial Analyst (Max $23/hr W2) at Lenmar Consulting Inc.

South Jordan, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Dec, 25

Salary

23.0

Posted On

16 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Time Management, Interpersonal Skills, Problem-Solving Skills, Attention to Detail, Judgment, Personal Development, Accounting Principles, Process Controls, Database Applications, Spreadsheet Applications, Data Modelling, Microsoft Excel, Microsoft Access, Communication Skills

Industry

Information Technology & Services

Description

Company Description Finance Job Description 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. Additional Information All your information will be kept confidential according to EEO guidelines.

Responsibilities

The Branch Services Representative is responsible for answering and resolving branch inquiries on Gain/Loss topics. This includes account maintenance, 1099-B reporting, and overall cost basis reporting questions.