Financial analyst - united states, jacksonville (north carolina)

adecco is currently assisting a local client in their search to fill a financial analyst position. 

 

type: 40hrs/wk.  contract

start date:  asap

location:  jacksonville, fl/charlotte, nc/pennington, nj (local candidates only)

pay: $18.31/hr

length: six (6) months with possibility of extension

shift:  monday – friday 8am – 5pm

 

note:  this is a remote to return to onsite role.

 

as a financial analyst, you will provide back-end support to front line units in regards to reporting and adjusting cost basis on securities held by clients.

 

responsibilities for the financial analyst position include but are not limited to:   

 

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.

work directly with financial advisors and client associates to ensure accurate tax reporting of cost basis and acquisition dates of securities held or liquidated accounts

tax season projects as well as other duties
 

qualifications for this financial analyst position include:

 

excellent interpersonal skills

proven ability to effectively service/resolve client inquiries

strong analytical and problem-solving skills

positive and professional attitude

open to learning the various processes, systems, and applications

 

equal opportunity employer/veterans/disabled



the company will consider qualified applicants with arrest and conviction records

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