Compunnel Inc.
Job Title:
Branch Services Representative – Gain & Loss Department Location:
680 West 10000 South, South Jordan, UT 84095, USA Requirements: Bachelor's Degree in a Business-related field Experience in the Financial Services industry Understanding of general accounting principles Knowledge of process controls and data reconciliation Proficiency in Microsoft Excel, Access, and other Office applications Excellent time management and interpersonal skills Strong problem-solving ability and attention to detail Ability to work independently and collaboratively Strong written and verbal communication skills Ability to manage multiple tasks and meet tight deadlines Commitment to continuous personal and professional development Sound and decisive judgment in a fast-paced environment Responsibilities: Respond to and resolve branch inquiries related to Gain/Loss topics Handle Gain/Loss account maintenance and 1099-B tax reporting issues Provide regulatory insight and educational support to branch teams Manually adjust and reconcile discrepancies in cost basis records Communicate with internal departments to resolve complex account issues Meet operational and annual reporting deadlines Identify and recommend improvements to department processes Ensure accuracy and quality in all reporting and communications
Branch Services Representative – Gain & Loss Department Location:
680 West 10000 South, South Jordan, UT 84095, USA Requirements: Bachelor's Degree in a Business-related field Experience in the Financial Services industry Understanding of general accounting principles Knowledge of process controls and data reconciliation Proficiency in Microsoft Excel, Access, and other Office applications Excellent time management and interpersonal skills Strong problem-solving ability and attention to detail Ability to work independently and collaboratively Strong written and verbal communication skills Ability to manage multiple tasks and meet tight deadlines Commitment to continuous personal and professional development Sound and decisive judgment in a fast-paced environment Responsibilities: Respond to and resolve branch inquiries related to Gain/Loss topics Handle Gain/Loss account maintenance and 1099-B tax reporting issues Provide regulatory insight and educational support to branch teams Manually adjust and reconcile discrepancies in cost basis records Communicate with internal departments to resolve complex account issues Meet operational and annual reporting deadlines Identify and recommend improvements to department processes Ensure accuracy and quality in all reporting and communications