Gain/Loss Reporting Specialist

Lenmar Consulting Inc.; South Jordan (UT); On-site; USD 42,000 - 60,000; Full time

Job summary

Lenmar Consulting Inc. is seeking a Branch Services Representative to support Gain & Loss duties within Wealth Management. You will respond to branch inquiries on cost basis reporting, 1099-B, and related reconciliation tasks, often requiring manual adjustments.

The role emphasizes accuracy, independence within a team, strong communication, and the ability to manage multiple tasks to meet deadlines in a fast-paced environment.

Qualifications

• Bachelor's Degree in a Business field and experience in the Financial Industry.
• Understanding of general accounting principles as they apply to the industry.
• Understanding of general process controls, with knowledge of database, spreadsheet applications, and data modelling, including Microsoft Excel, Access and other Office applications.
• Superior Communication Skills, both oral and written.

Responsibilities

• Answer and resolve branch inquiries on Gain/Loss topics, including account maintenance and 1099-B reporting.
• Provide educational and regulatory insight and address reconciliation discrepancies and cost basis reporting questions.
• Assist with manual adjustments when required to resolve issues.

Skills

Time management

Interpersonal skills

Problem solving

Attention to detail

Judgment

Personal development

Education

Bachelor's Degree in Business

Accounting principles knowledge

Data modelling & Excel/Access knowledge

Tools

Excel

Access

Office applications

Job description

Lenmar Consulting Inc. is seeking a Branch Services Representative to support Gain & Loss duties within Wealth Management. You will respond to branch inquiries on cost basis reporting, 1099-B, and related reconciliation tasks, often requiring manual adjustments.

The role emphasizes accuracy, independence within a team, strong communication, and the ability to manage multiple tasks to meet deadlines in a fast-paced environment.