Job Description
Job Description
Position Type:
- Contract
- On-site
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.
Company DescriptionHired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.
Company Description
Hired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.