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GWIM Senior Operations Representative

Jacksonville, Florida;

Job Description:

Job Description:

The GWIM Senior Operations Representative will be a key member of our Cost Basis Support Team. This team handles branch inquiries and update requests received from clients to Front Line Units submitted via New Service Gateway and email in regards to updates and research of cost basis reflecting in our Global Tax Lots system. A successful candidate will have some experience working with financial statements and records with an emphasis on attention to detail. Tax Reporting Operations is responsible for accurate reporting of covered securities and tax lots to the Internal Revenue Service so the ability to update tax lot records accurately and efficiently is required.

Key Responsibilities:

  • Handles New Service Gateway and email requests pertaining to Cost Basis updates
  • for Date of Death, Capital Change, Corporate Actions, Versus Purchase,
  • Maintains current tax lots and for unrealized and realized gains/losses.
  • Liaison between internal units/departments and Branch Offices in the immediate
  • Resolution of all problems related to Cost Basis and Tax Reporting.
  • Other duties as assigned

Required skills:

  • Overtime may be required to support business needs, especially during Tax Season (Jan – Apr)
  • Excellent interpersonal skills
  • Proven ability to effectively service/resolve client inquiries
  • Strong oral and written communication skills
  • Ability to work effectively and efficiently as an individual contributor in a
  • team environment
  • Positive and professional attitude in a team oriented fast paced work
  • Environment
  • Strong analytical and problem solving skills
  • Be able to adhere to the industry and IRS rules and regulations

Desired skills:

  • Proficient with Microsoft Office, Outlook, Word and Excel
  • Strong understanding of rules and regulations, policies and standards
  • Ability to create and/or run macros.
  • College Degree preferred

Job Band:

H7

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Job Description:

The GWIM Senior Operations Representative will be a key member of our Cost Basis Support Team. This team handles branch inquiries and update requests received from clients to Front Line Units submitted via New Service Gateway and email in regards to updates and research of cost basis reflecting in our Global Tax Lots system. A successful candidate will have some experience working with financial statements and records with an emphasis on attention to detail. Tax Reporting Operations is responsible for accurate reporting of covered securities and tax lots to the Internal Revenue Service so the ability to update tax lot records accurately and efficiently is required.

Key Responsibilities:

  • Handles New Service Gateway and email requests pertaining to Cost Basis updates
  • for Date of Death, Capital Change, Corporate Actions, Versus Purchase,
  • Maintains current tax lots and for unrealized and realized gains/losses.
  • Liaison between internal units/departments and Branch Offices in the immediate
  • Resolution of all problems related to Cost Basis and Tax Reporting.
  • Other duties as assigned

Required skills:

  • Overtime may be required to support business needs, especially during Tax Season (Jan – Apr)
  • Excellent interpersonal skills
  • Proven ability to effectively service/resolve client inquiries
  • Strong oral and written communication skills
  • Ability to work effectively and efficiently as an individual contributor in a
  • team environment
  • Positive and professional attitude in a team oriented fast paced work
  • Environment
  • Strong analytical and problem solving skills
  • Be able to adhere to the industry and IRS rules and regulations

Desired skills:

  • Proficient with Microsoft Office, Outlook, Word and Excel
  • Strong understanding of rules and regulations, policies and standards
  • Ability to create and/or run macros.
  • College Degree preferred

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22000184

Band: H7

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erin Capuzzo

Referral Bonus:

0