Full Job Description 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:

Contract Onsite Requirements:

Bachelor's Degree in a Business field Experience in the Financial Industry Understanding of general accounting principles Knowledge of database, spreadsheet applications, and data modeling, including Microsoft Excel, Access, and other Office applications Superior communication skills, both oral and written Ability to work independently and within a team environment Excellent time management, interpersonal, and problem-solving skills Ability to manage multiple projects and prioritize effectively Attention to detail and quality of work Ability to exercise sound and decisive judgment consistently Commitment to personal development

Responsibilities:

Answer and resolve branch inquiries on Gain/Loss topics, including account maintenance and 1099-B reporting Provide educational and regulatory insight Reconcile discrepancies and address cost basis reporting questions Perform manual adjustments for resolution Get in

Touch:

We want to hear from you! 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