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SmartWorks [ Edison, NJ ]
Looking for: Data Analyst Position 
Location(s): Edison, NJ

Post date: Mar 16, 2014 - Starts: Mar 20, 2014 - Experience required 1.0 year - Hit count: 439

  Fulltime:part_full = Yes
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Job description:
SmartWorks
Position: Data Analyst Location: San Antonio TX Duration: 12 months Rate: $ 16 per hr all incl Skills: 1 year of Data processing experience, exposure to financial / insurance industry preferred. Please forward your resume  BRIEF DESCRIPTION OF THE ROLE Adhere to established standard Cost Basis Policies and Procedures Research of Cost Basis data resulting from a variety of corporate actions. Reconciliation of share quantity mismatches Updates cost basis data for both retail and institutional (advisors) clients, while ensuring updates are made in accordance with the rules set forth by the Cost Basis Legislation Develops a solid working knowledge of the Cost Basis Legislation. Works closely with team manager to resolve complex escalations. Applies judgment and technical know-how to identify creative, more efficient ways to complete work assignments. Participates and shares relevant information in team meetings. Proactively and continually learns Cost Basis topics by utilizing all available internal resources Participate in team initiatives on an ongoing basis Participate in projects, brainstorming sessions and testing, as necessary, on an ongoing basi Interact with customers as needed on an ongoing basis Skills / Requirements Candidate for this position must have a Bachelor's degree or equivalent experience in Accounting, Finance or Economics as well as 1-3+ years experience working in financial services industry. Successful candidates for this role will be highly motivated and possess excellent written and verbal communication skills, strong analytical skills / attention to detail, and a passion for service quality. Ideal candidates have specialized knowledge and experience with one or a combination of the following: Broad knowledge of investment products and services Brokerage, Mutual funds, Trust and Managed accounts Understanding the concepts of cost basis as per the IRS norms Researching and Analysis of complex queries of the customers. Strong organizational/time management skills and ability to prioritize and coordinate multiple escalations/processes/projects Ability to adapt and embrace change. Strong sense of teamwork. Demonstrated experience handling internal and external client concerns and issues with tact and diplomacy. Proven success with developing and maintaining positive and effective cross enterprise working relationships. Proficient with Windows based software, including Excel and PowerPoint. Proven desire to grow professionally 



Please contact:
Vamsi

SmartWorks

55 Carter Drive Suite 107  
Edison, NJ, 08817


Phone: (732) 85**** Please Login login to see full phone #
URL: smtworks.com

Apply Now
55 Carter Drive Suite 107  
Edison, NJ, 08817

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