ApTask · 2 days ago

Financial Analyst Junior

South Jordan, UT

Full-time

Onsite

Entry Level

$25/hr - $29.93/hr

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Responsibilities

Handle all reporting obligations for the Firm's Wealth Management and Institutional clients.

Maintain cost basis records and provide Gain/Loss reporting for assets held in MS Wealth Management customer accounts.

Work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between various processing systems, ensure accuracy of regulatory reporting, and support requirements and testing of strategic platform initiatives.

Qualification

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General accounting principlesProcess controlsDatabaseSpreadsheet applicationsData modelingMicrosoft excelMicrosoft accessMicrosoft office applicationsProblem-solvingTime managementInterpersonal skillsAttention to detailSound judgmentCommitment to personal developmentSuperior communication skills

Required

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.

Bachelor’s Degree in a Business field and/or 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.