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Entry Level Financial Analyst


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Company

ICONMA, LLC

Description

Support back-end support to front line units for branch offices and brokerage accounts in regards to reporting and adjusting cost basis on securities held by clients of the firm. Associate will be responsible for completion of requests submitted from branch offices which will include but are not limited to Date of Death Step-ups, Cost Basis Inquiries, Versus Purchase, Capital Changes, Corporate Actions, etc. Associate will be working directly with Financial Advisors and Client Associates to ensure accurate tax reporting of cost basis and acquisition dates of securities held or liquidated in brokerage accounts. Associate may have an opportunity to participate in tax season projects as well as other duties as assigned Requirements: Excellent interpersonal skills Proven ability to effectively service/resolve client inquiries Strong analytical and problem-solving skills Positive and professional attitude in a team oriented, fast paced work environment Ability to work effectively and efficiently as an individual contributor in a team environment Open to learning the various processes, systems and applications. To adhere to the Industry and Government rules and regulations Proficient with Microsoft Office, Outlook, Word and Excel As an equal opportunity employer, ICONMA prides itself on creating an employment environment that supports and encourages the abilities of all persons regardless of race, color, gender, age, sexual orientation, citizenship, or disability.
Associated topics: analyse, business finance, examiner, forecasting, government, guidance, investment analyst, investment analytics, investment fund, law
Posted Date
08/25/2021

Listing ID
76964993
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