Finance Analyst ($20/hr on W2 - USC and GC only)
Job Description
"This role is not involved in accounting, they are dealing with gain and loss when people buy securities"
The Gain & Loss department maintains basis records and provides Gain/Loss reporting for assets held in 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:
Additional Information
All your information will be kept confidential according to EEO guidelines.