Asset & Wealth Management specialist
Location: Salt Lake City, UT
Contract: 6 Months
Pay rate: $23/hr
Job Summary and Responsibilities:
• Asset & Wealth Management Operations delivers asset management and wealth management capabilities to clients around the world.
• We are a multi-faceted group that partners with all areas of the Asset & Wealth Management Division to support evolving markets and business requirements.
• Alongside that vital service delivery role, Investment Management Operations provides essential risk management and control.
• The Private Wealth Management Operations (PWM Ops)Portfolio & Tax team is the key point of contact for US tax reporting (1099s), cost basis, and realized gains and loss reporting for our advisors and clients.
• The team is also responsible for IRA accounts and their associated tax reports (1099Rs, 5498s).
• The team is expanding their tax reporting capabilities to cover several international tax reporting jurisdictions'.
Primary Responsibilities:
• Monitor and perform data validation to ensure accurate realized gain/loss reporting
• Review corporate action events to capture appropriate cost basis updates
• Issue client tax reports across multiple jurisdictions prior to regulatory deadlines
• Find creative solutions to problems while providing excellent client service
• Provide training to PWM Advisor teams regarding tax reporting updates Partner with the Business and Engineering to improve operational processes and workflows
Skills/ Basic Qualifications:
• Understanding of the securities industry; experience with Wealth Management brokerage functions preferred
• Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word,
• as well as proficiency with web-based applications
• Strong commitment to quality controls and procedures
• Proven ability to work effectively in a team environment, improve processes, and able to work independently as a self-starter
Preferred Qualifications:
• Candidate must be proactive, enthusiastic and team oriented
• Ability to remain composed under pressure
• Ability to prioritize and make decisions in a fast-paced environment
• Accuracy and attention to detail Strong client service orientation Strong written and verbal communication skills
• Adapt to changes and new challenges
• Strong analytical and problem solving skills Well developed organizational skills
Education:
• Bachelor's degree required
