Job Title: AWM - Portfolio & Tax - Operations – Analyst Duration: 6 Months Location: Salt lake city, UT
Job Summary and Responsibilities:
Asset & Wealth Management Operations delivers asset management and wealth management capabilities to clients around the world.
We are a multi-faceted group that partners with all areas of the Asset & Wealth Management Division to support evolving markets and business requirements.
Alongside that vital service delivery role, Investment Management Operations provides essential risk management and control.
The Private Wealth Management Operations (PWM Ops)Portfolio & Tax team is the key point of contact for US tax reporting (1099s), cost basis, and realized gains and loss reporting for our advisors and clients.
The team is also responsible for IRA accounts and their associated tax reports (1099Rs, 5498s). The team is expanding their tax reporting capabilities to cover several international tax reporting jurisidcations.
Primary Responsibilities:
Issue client tax reports across multiple juridictions prior to regulatory deadlines
Find creative solutions to problems while providing excellent client service
Provide training to PWM Advisor teams regarding tax reporting update
Partner with the Business and Engineering to improve operational processes and workflows
Monitor and perform data validation to ensure accurate realized gain/loss reporting
Review corporate action events to capture appropriate cost basis updates
Basic Qualifications
Understanding of the securities industry; experience with Wealth Management brokerage functions preferred
Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word, as well as proficiency with web-based applications
Strong commitment to quality controls and procedures
Proven ability to work effectively in a team environment, improve processes, and able to work independently as a self-starter
Skills: Preferred Qualifications
Candidate must be proactive, enthusiastic and team oriented
Ability to remain composed under pressure
Ability to prioritize and make decisions in a fast-paced environment
Accuracy and attention to detail
Strong client service orientation
Strong written and verbal communication skills
Adapt to changes and new challenges
Strong analytical and problem solving skills
Well developed organizational skills
About Us: Established in 2004, SPECTRAFORCE® is one of the largest and fastest-growing diversity-owned staffing firms in the US. The growth of our company is a direct result of our global client service delivery model that is powered by our state-of-the-art A.I. proprietary talent acquisition platform, robust ISO 9001:2015/ISO 27001 certified processes, and strong and passionate client engaged teams. We have built our business by providing talent and project-based solutions, including Contingent, Permanent, and Statement of Work (SOW) services to over 140 clients in the US, Canada, Puerto Rico, Costa Rica, and India. Key industries that we service include Technology, Financial Services, Life Sciences, Healthcare, Telecom, Retail, Utilities and Transportation. SPECTRAFORCE is built on a concept of “human connection,” defined by our branding attitude of NEWJOBPHORIA®, which is the excitement of bringing joy and freedom to the work lifestyle so our people and clients can reach their highest potential. Learn more at: http://www.spectraforce.com
Benefits: SPECTRAFORCE offers ACA compliant health benefits as well as dental, vision, accident, critical illness, voluntary life, and hospital indemnity insurances to eligible employees. Additional benefits offered to eligible employees include commuter benefits, 401K plan with matching, and a referral bonus program. SPECTRAFORCE provides unpaid leave as well as paid sick leave when required by law.
Equal Opportunity Employer: SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at LOA@spectraforce.com if you require reasonable accommodation.
California Applicant Notice: SPECTRAFORCE is committed to complying with the California Privacy Rights Act (“CPRA”) effective January 1, 2023; and all data privacy laws in the jurisdictions in which it recruits and hires employees. A Notice to California Job Applicants Regarding the Collection of Personal Information can be located on our website. Applicants with disabilities may access this notice in an alternative format by contacting NAHR@spectraforce.com.
LA County, CA Applicant Notice: If you are selected for this position with SPECTRAFORCE, your offer is contingent upon the satisfactory completion of several requirements, including but not limited to, a criminal background check. We consider qualified applicants with arrest or conviction records for employment in accordance with all local ordinances and state laws, including the Los Angeles County Fair Chance Ordinance for Employers (FCO) and the California Fair Chance Act (FCA). The background check assessment will consider whether a criminal history could reasonably have a direct, adverse impact on the job-related safety, security, trust, regulatory compliance, or suitability for this role. Such findings may result in withdrawal of a conditional job offer.
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $23.00/hr.