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Financial Analyst Jr.
Ref No.: 18-03964
Location: South Jordan, Utah

We are hiring! This is an excellent opportunity to join a leading, global financial institution that offers room for growth and advancement.

Job Title: Financial Analyst Jr.

Pay Rate: $20/hr.

Address: 680 W 10000 S, South Jordan, UT 84095

Shift: Monday-Friday 7:30am-4:30pm

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 modeling, including Microsoft Excel, Access, and other Office applications.
  • Superior Communication Skills, both oral and written.