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A leading financial services provider in South Africa seeks a detail-oriented financial analyst to support the Cost Basis Team. Responsibilities include processing standard transactions, handling client inquiries, and ensuring compliance for tax reporting. Candidates should have experience with financial statements and proficiency in Microsoft Office. The role offers competitive pay and benefits.
Description
Processes routine / standard transactions according to established procedures and prescribed processes. Daily responsibilities include analyses, report generation, opening new accounts, trade processing, payment processing, data entry, etc. Provides quality service and efficient operations support for internal business partners and external customers. May assist with training less experienced team members. Typically requires 1+ years of experience.
The financial analyst will be part of our Cost Basis Team, handling client inquiries and update requests related to cost basis in our Global Tax Lots system. Responsibilities include researching and resolving transactional breaks that affect cost basis accuracy. The role requires experience with financial statements and records, with a focus on attention to detail. Accurate updating of tax lot records is essential for tax reporting compliance.
Required Skills:
Shift: 1st shift (United States of America)
Hours Per Week: [Specify hours if known]
Pay Transparency:
Location: NJ - Pennington, 1400 American Blvd, Hopewell Bldg 4 (NJ2140)
Pay range: $24.44 - $37.12 hourly, based on experience, education, and skills.
This role offers a base salary, is benefits-eligible, and provides industry-leading benefits, paid time off, and support resources.