Cost Basis Associate

Willenborg Wealth Management

Memphis, TN, US
Remote
Cost basis reporting system
Securities industry expertise
Data accuracy and consistency
The Cost Basis Associate applies specialized expertise in the securities industry to manage and maintain accurate cost basis, gain/loss, and corporate action data

Job Summary

  • The Cost Basis Associate applies specialized expertise in the securities industry to manage and maintain accurate cost basis, gain/loss, and corporate action data.
  • Key responsibilities include data entry, daily report review, and the investigation and resolution of discrepancies.
  • This position follows our hybrid-friendly schedule, so you get the best of both worlds – flexibility and collaboration.

Matching Summary

The Cost Basis Associate applies specialized expertise in the securities industry to manage and maintain accurate cost basis, gain/loss, and corporate action data.

Skills & Requirements

Must-have

  • Cost Basis Reporting System
  • securities industry expertise
  • data accuracy and consistency
  • collaborative interaction with colleagues

Nice-to-have

  • client service excellence
  • continuous process improvement
  • positive internal client experience

Key Requirements

  • 4 to 6 months general experience
  • Bachelor's degree or High School diploma
  • Knowledge of financial markets and products
  • Knowledge of capital gains and losses calculation
  • Knowledge of investment concepts and procedures

Work Rights

Not specified

Tailored Resume

Cover Letter