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
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